In many list views you will see a number of different dates, Planned date, Created date, last modified, dates you have entered yourself in a custom field, etc. There is often also one that is just called Date. What date is this then? Here we will figure it out! First…
“Create negative amounts” If you are going to create a credit order from an work order, you can select Create negative amount and the quantity will be entered with a minus sign (- 1). Does the credit order contain time articles? To keep the time on the technician’s time report, also…
Now you can insert tags to create e-mail messages specially adapted for your business. Learn more how to create standard email templates. Use these tags: Tag Gives this information {company} Group/ your company name {customer} Name of the customer {facility} {facility} = Facility name {address} {address} = Facility address, if…
Now we are launching a new icon! Quote has been given its own icon. All previous variations under quote have been replaced by this symbol – a stylised pen and paper. Previously, we used symbols for what was done with the quote, for example, that a work order was created….
New Work order settings “Save contact on facility and customer card” Last month we added the option to choose whether to save the orderer on the customer card. Now we have also fixed this for the contact person. Both are set to save by default, so if you don’t want…
QR verification can be used on service orders to verify that a user has been on site at the service object. Using a scanner built into the system, the user scans the QR code that has been placed on the service object and information about time, name of the person…
Sometimes all uploaded documents and images are copied to a newly created order – sometimes they are links and sometimes none of these. Here we sort this out. Generally, if you don’t see the edit icon for the file, it is only linked to the order or object. You will…
When you want to create your own print templates for your QR code prints, use these tags. You upload the template under Group Settings – Service Object Settings. So far, you can only use your own template when printing from the object record and not if you go via the…
New Group setting concerning uploaded files Now you finally have the option to choose whether uploaded images and documents should be visible to your customer users by default. When you upload a file, the option “Uploads shown to customer as default” is always checked. This option is not standard so…
This page contains general information about service objects. For instructions on adding new objects and what information can be added, click on the links below. In the register entry for a service object, you can see in which orders the object is used and find all of the object’s orders,…
