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: PROFIT CENTER If you have integration with accounting system such as…
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…
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…
Choose landing page when having admin permission If you have admin permissions, you can now choose which landing page you want. Previously, with admin permissions, you always landed on Group settings. Click on your username and select your landing page under Preferences. From Account Settings, you can also quickly access…
Generally In user permissions, you can set whether a user should only see assigned orders, customers, etc. or all. In order to see the Planner, the technician must have the Assign permission under the Planner. Assign order By booking a technician on an order through Handle bookings or in the…
Several images at service points Now you can also add multiple images to a single service point. Book a resource faster Handle booking of resources without opening the order. You can also handle already made bookings by clicking Handle bookings. Send e-mail We’ve made the list of email addresses listed…
