Perform a service and a service protocol is created automatically. Here you will find a easy guide for technicians. Before starting the service – start a timer Do you want to start a timer to record travel and/or work on a work order or service order? Click on Start timer.The…
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! Which possibilities you have depends on the settings you have made in Timer settings for kilometers, travel time, working…
In the Time Report, you see and add your time worked. Time report can be found under the Function menu. If you don’t see it, you are not authorised to or do not need to use the time report function. The system itself can report time from orders. If this…
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 by clicking Add at the bottom of a service object post. An agreement can also be created by duplicating an existing agreement. The link for this can be found at…
The system has a number of symbols and colors as standard to make it easier for you. If you don’t see one or more of these symbols, you don’t have permissions for that part of the system. In several functions, you can click on the question mark (?) and an…
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)…
See also: Basic guide for technician 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. NOTE! There are a variety of settings to customise work orders to your company’s needs. Therefore, the documentation here is…
Under account settings, you choose how you want to be notified about assigned orders, can change your password, see your activity log, choose your home page, etc. Click on your username in the upper right corner, if you use a computer, or at the bottom of the menu, if you…
