• 25-01-29 – New way of emailing protocol

    Create your own templates for sending protocols and order confirmations on Work Orders and Service Protocols, order confirmations for Sales Orders and the Send email function for Purchase Orders and Quotations so you don’t have to fill in the “Subject” and “Message” fields every time you send an email. The…

  • Pre work check template (beta)

    Pre work check template is intended as a help to bring along / do the right things before going out for a service, a kind of simpler self-check before you leave the workshop/office, etc. Pre work check template can be used on Service orders. This function is so far quite…

  • Time report – Selecting settings, time codes, descriptions, permissions …

    This article is primarily for administrators. Before you start using the time report, a number of settings need to be made. All settings described here require admin permissions. Step 1 Set time report permissions to your self Go to the Group Settings page and click on your username. Look for…

  • 25-01-20 – Not overlapping intervals, custom status on SO, new tags

    New Service object setting – Force overlapping service intervall The new service object setting “Force overlapping service intervals” is checked by default and if the intervals do not overlap you will receive a warning. You can read more about service intervals in the article about adding a service object. If…

  • Article prices

    Where does the price come from? There are many settings which can affect the price you see or don’t see. It could be: First some basic settings I don’t see any prices! If you don’t see any prices on articles or printouts then the explanation is probably in a setting…

  • How to import service objects from Excel

    This documentation describes how to import service objects into the system using an Excel file. For it to go smoothly, it is important that the Excel file is correctly formatted and contains the necessary information. Tip Preparation of the Excel file General structure Column headings and accepted names The table…

  • 24-12-16 – Create your own order confirmation

    Create template for order confirmation Now you can create your own template for your order confirmations for work orders. Use the same tags as for work order templates. Here you will find all tags. Upload the template under Group settings – Module settings – Work order settings. (Admin permissions required)…

  • 24-12-09 – news about quotation, +Trex.Parts, comment in prints …

    News regarding Quotation The start page for Quotation has become a little more like orders. Not working? When you now click on “Not worked” in the time report, a time line is automatically added with the number of hours you are employed (e.g. 8 hours). Then select the type of…