As an administrator, you can add working hours, employment information and make settings where the employee is displayed, etc. Click on a username and select Edit user settings. Under the user settings, you enter an employee’s information such as: Warning/Locking of time reporting Example – if you set the following: …
Edit service object information on an order If you need to change the information about the object, click on the pen to the right of the name of the object. A popup will open where you can make your changes. Here you can also upload images and documents.All changes are…
For work orders and service orders, you can enter your own order types and set colors for these to easily distinguish different types of work. Admin permissions are required to create order types. To add order types Where is order type displayed? A new dropdown field is added to the…
In order for worked time and travel time to be transferred to the time report, certain settings need to be made in user settings and on the article record. Admin permission is required. Step 1 – set user permissions To be able to set an article as time article you…
Choose landing page when having admin permission If you have admin permissions, you can now choose which landing page you want. Previously, with admin permissions, you always landed on Group settings. Click on your username and select your landing page under Preferences. From Account Settings, you can also quickly access…
Generally In user permissions, you can set whether a user should only see assigned orders, customers, etc. or all. In order to see the Planner, the technician must have the Assign permission under the Planner. Assign order By booking a technician on an order through Handle bookings or in the…
Several images at service points Now you can also add multiple images to a single service point. Book a resource faster Handle booking of resources without opening the order. You can also handle already made bookings by clicking Handle bookings. Send e-mail We’ve made the list of email addresses listed…
Do you want to use your own types for bookings in the Planner? This function is for you who want to be able to separate different types of work and orders in the Planner. By assigning a color to each type, you can quickly identify the type of work a…
Service object located at the same facility can be merged into one (1) service order using the service collision time span. The time span specifies how many days may vary between service orders for them to be merged into one. This is to avoid going to the same facility several…
Remove prices from print on Service protocols Now you can finally separate the setting for the price of prints. The Remove prices from printing setting can be found on Work Order Settings and now also on Service Protocol Settings. You can find the setting under Print settings. Admin permissions is…
