• Tags for date format

    You can specify any date and time format in the tags of Word templates. The formatting works for date fields throughout the document, including repeating table rows, bookings, service objects, custom date fields, and articles to order. Custom formatting is only used where format is specified after : in the…

  • 26-10-29 – Save filter, Message history, service object map

    We have updated the filter function You can now save searches in a column or sort order. Learn more in the article Save filter as favourite. New setting in the Planner Do you want to see the message history, i.e. which emails and booking confirmations you have sent from an…

  • 26-09-28 – New filter options, Statistics on Fault reporting, Quote news …

    To Do has two new filter choices When you want to make sure you have completed all your assigned orders, choose to filter by: Storage items Under filter settings we have added SHOW ONLY Storage items that Should be ordered Get statistics on fault reports We have added Fault Reporting…

  • Tags for articles

    ARTICLES Description {Articles} See how the table should be built in the example template that you will find at the bottom of this page.See tags for price and VAT here. {OtherArticles} Other aticles {TimeArticles} Used when you want to specify only remaining time. {NonTimeArticles} Used when you want to specify…

  • Tags bookings

    Tags to include bookings on printouts {Bookings} This is the “main tag” that is needed. Create a table with two rows where you put the tag {Bookings} in the top row. In the bottom row, put any optional tags listed here. {User} Booked user {Start}, {StartTime} Start date {StartDayOfWeek} Name…

  • Customize how adding articles looks

    You can customize what information about an article you want to see when you add it to an order. This feature is available in Edit mode. The details view is not affected by your Edit mode settings or when you use “quick add” articles. Click the cog wheel to select…

  • Importing Service orders

    The Excel import for service orders supports the following column headings: OrderNo. – Enter integers only. Blank or 0 gives the next available order number.Machinnr, MachineNo. or MachineNumber – existing machine number.CustomerNo. – existing customer number.SerialNo, MachineSerial, MachineSerialNo or MachineSerialNumber – existing serial number.Date, Date or Startdatum – order date.Planned…