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 menu Service you find Agreement. Here you can: Agreements can also be generated directly from a Quote or created by duplicating an existing agreement. The link for this can be found at the bottom of the agreement you want to copy. Agreements can be used if you want…
Systemet har ett antal symboler och färger som standard för att underlätta för dig. Om du inte ser en eller flera av dessa symboler har du inte rättigheter för den delen av systemet. I flera funktioner kan du klicka på frågetecknet (?) så fälls en informationsruta ut där du får hjälp med…
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)…
A work order is a job that should be performed, but does not count as a recurring service. Used in e.g. repairs and installations. There are a variety of settings for customizing work orders according to your business needs. Therefore, the documentation here is only one version of what a…
Under your account settings, you choose how you want to be notified of assigned orders, can change password and name, see your activity log etc. Click on your username in the upper right corner, if you use a computer, or at the bottom of the menu, if you use a…
Administrator account From Aug 2023, a new customer creating a group (i.e. the first account created for your company) automatically becomes an administrator. That person can then grant admin permissions to any number of employees. With admin-permissions, you can add users, set permissions for users and make a number of…
If you have forgotten your password or want to change your password click on the link “Have you forgotten your password?” in the login box. Fill in your user name. The recovery link message will be sent to the email address associated with your user account. Admin account When you,…
Notifications in the menu The notifications appear in the upper right part of the screen when you are logged in to the system. These are default and require no setting from you. Click on the symbol and you will see all your notifications. Remove a notification by clicking on the…
