Under development This function can e.g. be used to report incidents, risks at work, status reports… Reports can be found under the Function. You build reports using custom fields. You can also connect a service template to the report via Report settings. Steg 1: Activate the Report function (requires adminpermissions)…
Updated 2024-07-01 Customer signature on work order Just like on service orders, you can now activate customer signatures on work orders. You can find the settings in Group settings – Module settings – Work order settings. There you will also find more requirements that can be set for a work…
What categories do you want to see? Select which categories should appear as headings in the list views by selecting in the list. If you want to remove a category, deselect the category. Have you noticed that we have added category choices? The latest addition is “Created by” and in…
Admin permission is required for steps 1 and 2 and to enter certificates on users. Step 1 – Add certificate types Go to Group Settings – Module Settings – Group Settings. Step 2 – Add certificate to user Step 3 – Specify which certificate is required for a job On…
An NFC tag contains a QR code. When you scan a tag with your mobile, a service template linked to the tag is automatically approved. You can have several tags on an object, each tag is then connected to different parts of the object and service points. ATTENTION – IMPORTANT…
*Would you rather search under the DESCRIPTION field? Then you can set it in your Account Settings. Click on your username. Locate Settings – Focus when adding articles. What do the different choices mean? Addition articles Additional articles are added automatically when you sign an order. Read more about Additional…
Offline warning If you use the offline mode (Local database), log out the system and then are in a mode where you cannot reach the network, you cannot use the app. As a reminder of this, you will now receive a popup with a warning not to log out. During…
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…
