• Sign

    Here we have gathered information about signing. At the bottom there is information about settings regarding signing for administrators. If you have the permission to sign an order, you will see the Sign button at the bottom of an order or a completed service report. A popup will open where…

  • 25-02-11 – Set ready on order for each assigned user

    New user setting Do you want each assigned technician to be able to set ready on his part of an order? Now it’s possible. The technician must be assigned to the order. The setting requires admin permissions. Do this: During work, you as a technician do the following: When you’re…

  • 25-02-04 – New options on Order type

    Order type on service interval Have you created your own order types for service orders and want the selection to also be included in new generated service orders? Do this: Order types in Custom fields The order types can be linked to your custom fields in Service order settings and…

  • How address and contact are retrieved

    Address New work order, service order and sales order If an address is missing, the system moves on and looks for an address elsewhere. Addresses are retrieved in this order when you create an order via the + symbol: From Facility If the order is created from a facility, the…

  • 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…