Set margin on article When you add an article and open the price field, there is now a new field – MARGIN. Here you can specify the margin in % that the article should have. The addition is automatically updated when you change the margin and vice versa.
“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 All previous variations under quote have been replaced by this symbol – a stylised pen and paper.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…
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…
New Service object settings Show wizard when creating a new service object This setting is for those of you who never use the wizard to add a service object. This will prevent the popup asking if the wizard should be used. Those who are attentive may notice that we have…
Merge Work orders If you have admin permissions, you can see and use the Merge work order function. This gives you the option to merge two orders when there are duplicates or if you want to merge two jobs on the same order. Click here for instructions and more information….
New function on Custom statuses You can create custom statuses for work orders, service orders, error reports and service objects (Service Object Status). You can define the expressions for these based on your needs. You can now choose which status should be the default (see under 3 in the image)…
New service protocol setting – Show parts for next service This setting adds a special field to the service order where you can add articles/parts that need to be ordered for the next service. As usual, click on the “shopping cart” to create a purchase order. Admin permissions are required….
