Turn features on and off (Modules)

Modules are master switches that enable or disable entire capabilities across your organization. Turning a module off hides that feature everywhere for everyone; turning it on makes it available. This is where features like checklists, PM schedules, and invoicing are switched on before anyone can use them.

Open Settings → Organization → Modules. The toggles are grouped into sub-tabs: General, Technician View, Service Request, Dashboard, Fields, and Notifications.

Turn a feature on or off

1. On the Modules tab, open the sub-tab for the area you want (start with General for the most common toggles).
2. Find the capability and click its checkbox/toggle. A check means it's on.
3. Repeat for any other modules, then save.

Common modules under General

1. Manage equipment in Equips — track assets.
2. Enable PM Schedule for equipment — turn on preventive maintenance schedules.
3. Use checklists to manage work — turn on checklists (see Create and use checklists).
4. Category customization — customize service categories.
5. Allows COAs to edit / deactivate notes — note permissions for community/owner admins.
6. Enable approvals list for SRs — require approval on requests.
7. Admin control of SR visibility per user — limit which requests each user sees.
8. Generate / download an invoice as a PDF, and Enable invoice uploading, charges, and adjudication — invoicing capabilities; "Allow a custom deductible amount" adds a deductible to new invoices.
9. Replies to automated notifications posted as notes, and AI-generated summary for those replies.
10. Enable Parts inventory, Use Squads to group users, Disable Symptoms, plus a few cosmetic options (confetti, emojis on notes).

Related articles

• Create and use checklists
• Create a preventive maintenance schedule
• Track costs and invoices