*Would you rather search under the DESCRIPTION field? Then you can set it in your Account Settings. Click on your username. Locate Settings – Focus when adding articles. What do the different choices mean? Addition articles Additional articles are added automatically when you sign an order. Read more about Additional…
Offline warning If you use the offline mode (Local database), log out the system and then are in a mode where you cannot reach the network, you cannot use the app. As a reminder of this, you will now receive a popup with a warning not to log out. During…
If you need to always add a percentage surcharge to an article on orders, you create Additional articles. It can, for example, be an article that includes consumables in connection with the work. Additional articles are automatically added to the order when you sign an order. An additional article is…
Have you created your own booking confirmation template? Read this! Now you can create different messages for your booking confirmations. Work orders, service orders and contact orders have all received their own fields in Email settings. Where you do not fill in your own template, the system uses the default…
Book several technicians for the same order/time in the planner Do this: Change your own custom status when booking You can now change your own status in the popup when booking. If you do not use that function, the field is not displayed. Own status is often used to indicate…
As an administrator, you can add working hours, employment information and make settings where the employee is displayed, etc. Click on a username and select Edit user settings. Under the user settings, you enter an employee’s information such as: Warning/Locking of time reporting Example – if you set the following:Warning:…
Edit service object information on an order If you need to change the information about the object, click on the pen to the right of the name of the object. A popup will open where you can make your changes. Here you can also upload images and documents.All changes are…
Have you accidentally entered the wrong day for your working hours on an order, the order is signed, set to Ready for invoicing and the time report marked Completed? If the following doesn’t work, you need to ask someone with admin permissions to help you. Start by correcting the date…
For work orders and service orders, you can enter your own order types and set colors for these to easily distinguish different types of work. Admin permissions are required to create order types. To add order types Where is order type displayed? A new dropdown field is added to the…
In order for worked time and travel time to be transferred to the time report, certain settings need to be made in user settings and on the article record. Admin permission is required. Step 1 – set user permissions To be able to set an article as time article you…
