ServicePRO Menu Options

Selecting the "ServicePRO" logo in the upper left corner will open the Main Menu. This menu contains features such as request management and administrative options, organized into categories on the left sidebar.

Along with the Top Menu Toolbar, this menu is available for nearly all ServicePRO views and functions if the Interactive User Interface has been enabled from System Options.

Overview

Each Main Menu sidebar option is described below, with their associated options and features:

Fast Mode

• Selecting this option takes the user to the Fast Mode Page.

My Workspace

• Selecting this option takes the user to their My Workspace page.

Views

• All Workspaces
• Other Workspaces
• Requested By Me
• Timesheet
• In Dispatch
• In Service
• Recurring Requests
• Opened
• Updated
• Closed
• Custom Views
• In Queue
• Overdue

Analytics

• Standard Reports
• Custom Reports
• Charts
• Queries
• Organizational Hierarchy Load
• Support Rep Load
• Team Load
• Dashboard

Solutions

• Find Best Solution
• New Best Solution
• Best Solution Listing

Documents

• My Documents
• Authored by Me
• Edited by Me
• Waiting to Check Out
• Available to Check Out
• Currently Checked Out

Find

• Opens the Search Functionality in ServicePRO. For more details on Search functionality, please consult the Wiki page on Find-Search functionality.

Training Center

• Opens the Training Center module in a separate view.

Management

• Manage Users
• Manage Teams and End User Groups
• Manage Roles
• Manage Companies
• Manage Categories
• Manage Organizational Hierarchy
• Manage Products
• Manage Assets
• Manage Vendors
• Manage Manufacturers
• Manage Announcements

Administration

• Role Based Access Control
• Merge Users
• Merge Companies
• Re-activate ServicePRO Objects
• Home Page Designer
• See the section on Home Page Designer below for more details
• License
• Purge
• Purge By Folder
• Shutdown
• Recycle
• Users Currently Logged In
• Floating License User Sessions

Setup

• Active Directory Synchronization
• System Email Accounts
• User Email Accounts
• System Text Messaging Account
• Encryption
• Priority Escalation
• System Options
• Business Hours
• Auto Discovery
• Set Charge Rates
• Portal Designer

Design

• Business Rules
• Business Rules - Service Requests
• Business Rules - Email
• Custom Forms
• Project Templates
• Templates
• Canned Response

Assets

• Asset Explorer
• Create Asset
• Discovered Hardware
• Discovered Software
• License Compliance
• Configure Discovery Schedule
• SNMP Signatures
• Query Designer
• My Queries

Purchase

• New Purchase Request
• Purchasing Tasks
• Purchasing Requests
• Reports
• Purchase Orders
• Products
• Vendors
• Assign Product/Vendor
• Purchase Order Options