Contents

Welcome to Handyman Portal
Login 
The order list 
Order details 
Quote 
Quote details 
Invoices 
Equipment
Equipment details
Create new order
Creating new users

Welcome to the Handyman Portal

Denne artikel viser dig, hvordan du navigerer og bruger Handyman Portal.
The document complements the product documentation and training provided by Handyman consultants.
Handyman Portal can be used on "all" devices, such as mobile phones, tablets and PCs.
This document shows images from a PC.

Login

After logging in, the first page is the home page.

Here, the logged-in user can choose the language, and there is also a link to the Handyman help pages. If the logged-in user has the right to create orders, a + icon appears at the bottom right.

Various functions are displayed on the left depending on the rights to which the logged-in user has access.

The homepage shows the last five orders on which there has been activity, with the order's status in the first column:

The order list

This order is opened by clicking on one of the most recent activities on the website.

You can also go to orders from the order menu on the left.

The order list shows 1 row per order to which the logged-in user has access.

On all lists in the Handyman Portal, you can set up the list with the desired information and adjust the order of columns and sorting order.

These settings are saved until the next time you logs in. This is done under Settings.

Example of adding new columns: Example of grouping the list by

order types

The order of the columns can be adjusted by highlighting the column header and "dragging" the column to the desired new order.

To see the order details, click on the desired order.

Order details

Depending on the logged-in user's rights, it gives access to different information on the order.

You can also add new information here.

A + icon appears at the bottom of the screen to add new information.

Details: General information on the order.
Documents: Documents and reports. Here, you can also add more documents.
Contacts: This section contains all the contact persons for the order. You can also add new contact persons here.
Invoice: Displays invoices belonging to this order
Activity: History of activities on this order.

Some examples:

Documents:

Activities:

Quote

A list of all quotes to which you has access is displayed here.

Corresponding to the order list, you can choose which columns will be displayed under Settings.

Quote details

By marking a quote, further information relating to this quote is displayed.

The quote is displayed on the screen but can also be downloaded.

The quote can be approved or rejected by pressing the icons.

Invoices

Invoices show an accumulated list of all invoices to which you has access.

The invoices can be viewed via the link on the right. The link also leads to the order to which the invoice belongs.

Equipment

Equipment is a common term for both places and associated equipment.

Corresponding to the order list, you can choose which columns will be displayed under Settings.

Clicking on a location or equipment will display the equipment's details.

Equipment details

Depending on the logged-in user's rights, it gives access to different information on the site or the equipment.

Details: General information. The example above shows a place with an address in Lund.
Contacts: The location's contact persons
Orders: Overview of all orders belonging to the location. You can also easily create new orders for this equipment/location.
Invoice: Displays invoices as related to the location
Service Reports: Accumulated list of all service reports related to the site.

Example of order list

Create new order

New orders can be created from several places.

The creation of an order from the Equipment menu is shown below:

Select the desired equipment, go to the order list associated with the equipment, and press the + icon at the bottom right.

Fill in information. Depending on you's rights, some fields must be filled in, others not.

A contact person must be indicated on all orders.

If there are no contact persons in the list of contact persons, or if you wants this order to have a contact person who is not in the list, press New Contact and add a new one.

You can also enter a desired date.

The order is created by pressing Create.

Create new users

If the logged-in user has access to create users in their own company, they can do so by clicking on Users in the menu on the left.

A list of all users who have access is displayed here.

Press the + icon and enter the name and email address of the new user:

All users must be given an access profile.

By default, the new user will get the same profile as the logged-in user, but other profiles can be assigned to the new user.

A new user can never get more rights than the person who created you.

Press Save. New users will now receive two emails from Handyman: one in which the email address must be confirmed, one in which the new user must enter a password, and one with the link to the Handyman Portal login.

The last step in creating a new user is to specify which places and equipment to which the new user should have access.

Select the new user again and set the access on each device: