Add System Types

ServiceCore allows you to set up System Types to categorize and organize the systems you work with, such as septic tanks, grease traps, and other serviceable units. Once created, System Types can be used when adding systems to sites or tracking volume by System Type in reports.

Before You Start

Here are a few things to know before you continue:

• Every System Type must have a unique name.
• ServiceCore offers 10 default system types:
  • Aerobic
  • Cesspool
  • Exterior Grease
  • Grease
  • Grit Chamber
  • Holding Tanks
  • Interior Grease
  • Other
  • Pump Stations
  • Septic
• System Types appear as selectable options when adding systems to sites and in other related areas of ServiceCore.
• Systems can be used with non-rental Job Types and Septic Job Types. 
• To see if you have access to add, edit, deactivate, or delete System Types, please review this article on user permission levels.

Add a System Type

To add a System Type, follow these steps:

1. Click your name in the top right corner.
2. Select “Settings.”
3. Click “Custom Fields.”
4. Select “System Types.”

5. Click the “Add System Type” button. 

   
   
    

6. Enter a System type name. (e.g. Septic Tank - Commercial) 

7. Click the “Add System Type” button.

   
   

Manage System Types

Edit or Deactivate a System Type

Once a system type has been created, you can edit or deactivate it.

1. Click the down arrow in line with a system type.
2. Select “Edit System Type” or “Deactivate System Type.”

View Inactive System Types

To see system types that have been deactivated: 

1. Click the “Filter” button.
2. Enable “Show inactive system types” in the menu.

Your inactive system types will appear grayed out in your system types list. Use the down arrow in line with the inactive system type to edit, activate, or permanently delete it.
 

Next Step:

• Add a System to a Site
   

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!