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! If you use Staff ledger in Service Protocol, you are required to use the timer. (Only Swedish information) Which…
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 there are three tabs – Calendar, Resource and Rental. Rental is still in beta version and i activated in the Planner settings. 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,…
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…
On the Account Settings page, you can change the name that will be visible in the system, change your password, connect to a Google account, upload a profile picture, add a signature, choose your starting page and language, view your Activity Log and Message Log, etc. Here you also choose…
