During a project, you can collect all orders (service orders, work orders and sales orders) and leak detections (if you use that function) linked to your project. To customize projects, you can create custom fields. Under the budget, you enter the articles that will be included in the project. Any…
All e-mails and text messages* you have sent are listed in the Message log. Only the last month’s mailings are shown, but we save 1 year’s mailings. Click on your username, scroll to the bottom of the Account Settings page and you will find the link to the Message Log….
With the new setting option Compact orders, you get this compact list of your orders in the Resource view. Planned orders get a gray background so you can quickly see which ones are handled. To select this view, do the following: Don’t want price on prints? There are now settings…
You use agreement types to make it clearer what kind of agreement is on an object. You create your own types and color the “dot” that follows the agreement type to further signal which type it is. The agreement type is displayed in a number of places and is available…
I have a new customer who has the same service object as an existing customer. Can I copy a service object? Yes, you can copy a service object. Use the function clone. Here are the instructions for how you clone. BUT, the best way would probably be to add the…
Minor changes that should save you time and notification of an error in the notifications.
Search by suppliers’ article numbers Do you only have the supplier’s part number available? By marking in the filter “Include the supplier’s article number and description in the search”, you will also get a hit on the suppliers’ article number. If you also want to be able to search for…
New field for Price All price information is now collected in a separate field under the assignment/object. Applies to work orders, service orders, sales orders and quotes. Create new service protocol Do you need to add a new service object to an existing service order? Use the Create new service…
Tags added to orders Tags you put on the customer, facility and/or service object are now added to orders. You also see them in the detail list, but so far only on orders that are created or changed starting at 2024-08-20. Notes on Fault reports You can use notes on…
UPDATE 2024-08-02 Change concerning Assignment The assignment is now removed automatically IF all bookings are removed from the user on that order. Previously, you had to actively remove the assignment. Date in service template Do you often write dates in the service points? Add a service point to your service…
