A service template can be used to specify what to do on a service. It also forms the basis for the service protocol and provides traceability of what has been done and needs to be done in the future. Service templates can, for example, be created for the different steps…
Purchase order from Sales order Create a purchase order from sales order by clicking on the shopping cart. On the purchase order, you see from which sales order it is created. Concerning uploaded files and backorders When you create a backorder, all files that are on the original order are…
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…
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…
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…
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…
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…
Do the names of the check points “have status” not suit your way of working? You can edit the terms! The conditions for the different terms are the same. The standard term “Should be addressed” always gives a note that a measure is required and opens to create a work…
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…
Before you start using the time report, a number of settings need to be made. All settings described here require admin permissions. Step 1Set time report permissions to your self Go to the Group Settings page and click on your username. Look for the heading TIME REPORT. If you need…
