Customers can sign in to the service system to keep track of what is being done. A customer who is invited is bound to that customer’s service orders, work orders, service objects and facilities. Just like with regular users in the system, rights for customers can be set. If one…
Read also: A service order is a planned maintenance and is the basis for creating a service protocol. On the service order, comments from the previous service automatically appear and what material should be used for the type of service it is time for. If you have links to a…
Perform a service and a service protocol is created automatically. Click the Service order in the To-Do list that you want to manage. Go to the bottom of the page. By clicking Perform service or, if service has started, Continue, you will be taken directly to a service protocol and can start performing service and fill in…
Articles that are added to the article register appear as suggestions in various views in the system when articles are to be added, such as e.g. in a work order, when articles have been used. Read more about adding article on order. On the article register, you can see in…
With the timer function, you can easily register and keep track of travel time, working time, overtime and kilometers for different orders. Start the clock and let it handle the calculation! As soon as you start a timer, it is shown by a red exclamation point together with the timer…
In the Time Report, you see and add your time worked. Time report can be found under the Function menu. The system itself can report time from orders. If this has been set for your group, you, basically, do not need to add anything to the time report. The time…
In the Planner you see your assigned orders or all currently booked orders, depending on what permissions you have in the system. You can also create and book Work Orders directly in the Planner. As a supervisor, you can in the Planner assign resources to booked orders and plan the…
Under the Service menu you will find Agreements. Here you: Agreements can be used if you want to give a customer a percentage discount or a fixed price on an article for a period of time If you want to give a discount on an article group, use Discount letter…
The system has a number of symbols and colors as standard to make it easier for you. If you do not see one or more of these symbols, you do not have permission to that part of the system. In several functions you can click on the questionsmark (?) do…
Do you have things that need to be done often and regularly? Then it may be easiest to create a Recurring work order. Do this: Alternative 1 Select a existing work order or create a new one. Click on Set as recurring at the bottom of the page. Add time interval and (optional)…
