Set up service hours system

Admin Level - Super User or Service Hours Administrator (setup in step 4 as shown below)

To set up your Service Hours System, follow the below steps.  Download this user guide for more information Service Hours

  1. Go to Service Hours Admin.
    1. Chameleon users: In the side menu click Billing Admin > Service Hours Admin.
    2. New CMS users: In the side menu click Business Tools > Service Hours Admin.
  2. From here you will need to follow these steps to set up your system and denoted with a Red *
    • Step 1 - Set the first month of the fiscal year for Service hours
    • Step 2 - Set the obligation of hours your team members will need to work
    • Step 3 - Set Service hours charge based on shortfall of hours worked in US dollars per hour, then set the chart of accounts that will be used for the Charge
    • Step 4 - set the Service Hours Administrator this person does not need to be a super user to manage and receive any system generated emails.
  3. Always remember to click the Save Changes button in the lower right!

See Also
Can I use points instead of hours?
Resetting your Service Hours multiple times instead of yearly

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