General Settings - Service Types

🚚 Managing Service Types in Movegistics 5.0

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Why This Matters to Your Business

Organizing your jobs by service type—such as Local, Interstate, or Commercial—lets you gain instant clarity on the kind of work in your pipeline. 🎯 With color-coded service types, your team can visually identify job categories, route jobs more effectively, and ensure accurate planning across departments. This boosts operational flow, minimizes confusion, and keeps everyone aligned 🧩.

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⚙️ Accessing the Service Types Settings

Step 1: Open Settings

• Click the gear icon in the top right-hand corner of the screen to access system settings.

Step 2: Navigate to Service Types

• From the left-hand menu, go to General > Service Types.

You’ll now see a list of all available service types used within Movegistics.

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🎨 Editing a Service Type

Step 1: Select the Service Type

• Use the checkbox next to the service type you want to modify (e.g., Local, Intrastate, Interstate, International, or Commercial).

  

Step 2: Edit

• Click the Edit button above the list.

Step 3: Update Display Color

• Choose a Display Color that will represent this service type on screens and reports.

• This color is especially helpful when viewing jobs in the Calendar, Dispatch, or Sales Pipeline modules.

Step 4: Save Changes

• Confirm and save your changes.

• A green success message will appear once the update is complete ✅.

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🌐 Why Use Color-Coded Service Types?

• Improve visibility of job categories in scheduling and sales dashboards.

• Differentiate easily between job types when planning and dispatching.

• Enhance filtering when running reports or creating custom views.

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For any additional help with managing service types or visual settings, feel free to contact our support team at [e-mail].

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