You can customize various aspects of your iService tenant to meet your unique business requirements. iService includes some built-in forms that you can configure to add functionality. Before these forms are available for agents, they must be configured for your tenant. The built-in forms that require configuration are shown in the Custom Forms Admin menu. You can also create an unlimited number of custom web forms that leverage the power of iService's APIs. Customer forms are explained in the iService Forms Developer Guide.
Configure Agent Interface - Configure the answer panel, color coding, dashboard settings, and agent login panel.
Configure Customer Portals - Customize the features and styling of your customer portals.
Credit Memo Admin - This is an example form that includes a complete workflow for submitting items for approval.
Quote Admin - Create a special workflow for sending and tracking quotes.
Configure Agent Email - Update the settings for the Quick Agent Email panel.
