In the Planner you see your assigned orders or all currently booked orders, depending on what permissions you have in the system. As a supervisor, you can in the Planner assign resources to booked orders and plan the day’s, week’s and month’s work. We recommend that you work in 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 but not requires a service protocol? Then you can create a Recurring work order. A recurring work order has all the fields as a regular work order plus you specify how often the work order should recur (in…
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…
Administrator account The person who creates the group automatically receives administrator permissions. They 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 settings and adjustments to the system for your needs. Also read My…
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 (clock) to see all your notifations. Delete a notification by clicking the red cross….
