Understanding Settings
Welcome to the Settings section of ServiceProfessional. This guide provides an overview of each settings menu so you can quickly find what you're looking for.
What is Settings?
Settings is the control center for configuring ServiceProfessional to match your business needs. From here, you can manage your company information, team members, workflows, permissions, and more. Only administrators have access to the Settings menu.
Settings Navigation
Company Settings
Configure your business identity and branding throughout the application.
What you'll find here:
Business name, registration number, and tax identification
Contact information (phone, email, website, social media)
Company logo and branding for invoices, reports, and communications
Location and operational details
When you need this: When setting up ServiceProfessional for the first time, updating company information, or changing your brand logo.
Employee Settings
Manage your team and control access to the system.
What you'll find here:
Employee directory with names, job titles, and contact information
Employee active/inactive status
Integration with authentication system for secure user access
Quick search and filtering by name or job title
When you need this: When adding new staff members, updating employee information, deactivating accounts, or managing user access.
Roles & Permissions Settings
Define security roles and control what each user can do in ServiceProfessional.
What you'll find here:
Predefined and custom roles (Technician, Manager, Administrator, etc.)
Fine-grained permissions for each role
Assignment of roles to employees
Role descriptions and modification history
When you need this: When setting up access levels for your team, creating custom roles for specific job functions, or adjusting what information users can see or modify.
Repair Order Settings
Customize your repair workflow and define status stages.
What you'll find here:
Custom status definitions (e.g., New, In Progress, Completed, Ready for Pick-up)
Workflow sequencing with drag-and-drop reordering
Visual workflow indicators
Search functionality to find specific statuses
When you need this: When designing your repair workflow, adding new status stages, or reorganizing the sequence of your repair process.
Inspections
Create and manage vehicle inspection templates for quality checks and compliance.
What you'll find here:
Customizable inspection templates
Category-based organization of inspection items
Pass/fail/caution criteria for inspections
Photo documentation support
Template library for quick setup of new inspections
When you need this: When creating standardized inspection checklists, setting up compliance requirements, or designing templates for different vehicle types.
Custom Services
Create and manage service templates that technicians use on repair orders.
What you'll find here:
Service template creation (Services and Diagnostics)
Service items with detailed information (labor, parts, misc, fees)
Service pricing and cost information
SKU management for parts and services
Service status (active/inactive)
When you need this: When adding new services your shop offers, updating pricing information, creating service packages, or managing your service catalog.
Resources
Manage your shop's physical and operational resources.
What you'll find here:
Service bays and workstations
Equipment and tools
Resource scheduling and allocation
Resource availability and status
When you need this: When setting up your service bays, adding equipment to the system, or managing resource allocation for repair orders.
Getting Started with Settings
First Time Setup:
Start with Company Settings to enter your business information
Set up Employees and assign Roles & Permissions
Configure Repair Order Settings and Services for your workflow
Add Resources like service bays and equipment
Ongoing Management:
Use Employee Settings to manage your team
Update Roles & Permissions as responsibilities change
Adjust Repair Order Settings as your workflow evolves
Maintain Custom Services with current pricing and offerings
Compliance & Quality:
Create and update Inspections for standardized checks
Use Resources to optimize scheduling and allocation
Need Help?
Each settings area has detailed documentation available in this help center. Refer to the guides for any settings menu for step-by-step instructions on specific tasks.
Remember: Changes to settings are typically made by administrators and affect how the entire team uses ServiceProfessional, so consider your team's needs before making adjustments.