Department
The general settings menu contains the department's information like the name, address, and contact information.
A separate order numbering can be used for each department in order to make the orders more distinct in the order list.
This can be set up with a counter that resets each year as well as prefixes for different order types.
If the department has a technical leader that needs to sign on reports it is possible to set up a name and signature that is automatically included on documentation.
Logistics
Here it is possible to define a store/warehouse from the department stores list as the main store for the department.
Only unassigned stores can be set as the department main store.
This is where the company inventory is located and will appear as a separate icon for Handyman Mobile users.
You can define the company's preferred supplier and make it the default supplier on materials entered on Handyman Mobile.
If your Handyman Mobile users need to order the materials directly from suppliers then you can check the box for allowing purchase orders.
This requires a setup for the supplier in the Logistics module so that there is a connection to the supplier's server.
Handyman Mobile
In this section you can configure what the Handyman Mobile users are allowed to do and not.
Check our quick start guide for recommendations.
Rules for creation of new orders in Handyman Mobile can be used to limit the options on for the users in regards to adding new orders to their user.
A known order number means that it already exists in the Handyman Office database but the user is not a participant.
A known customer is the same principle as a known order number and will prevent the creation of new customers.
By allowing order confirmations the Handyman Mobile user has the option to generate an order confirmation in Handyman Office when the new order is synchronized.
Other covers permissions for what Handyman Mobile users are allowed to see and do on their devices.
Input format for time entries affect how the hours are displayed in the Hours Summary report.
When set to numeric it will show decimals of 100 for partial hours rather than 60 minutes.
Time input reminders can be turned off for all the department's users if they is in use for the rest of the company.
Sending historical entries to Handyman Mobile can take a lot of time.
By limiting the amount of historical entries that are sent the users will only get what they actually need in order to do their job.
Shorter history makes the synchronisation faster for users that have worked on many orders.
Signatures can be set as a requirement on orders and checklists to certify that they have been performed by the correct person.
Rules for entries after the customer has signed the order gives an extra level of security to the end customer.
In effect this removes the button for adding any new entries from Hours & Costs, Materials, Descriptions, and Document menus.
If the customer is allowed to decide there will be a check for this on the signature screen.
Automatic activation of task can be set to react to either work time, travel time, or both.
When the timer is started a short synchronisation to the server is made to set the task status in the resource planner to 'Started'.
Automatic Connections
In this menu it is possible to set up triggers for automatic synchronisation on Handyman Mobile.
The benefit of using this is that there are fewer bulk synchronisations where a user sends entries for several days in one go.
Automatic synchronisation triggers can be set up for the following actions on Handyman Mobile.
- Completing an order
- Activating an order
- Changing the status of a task
- Starting and stopping the travel timer
- Sending a purchase order
Timers
There are two different timers available for recording costs in Handyman.
Timer types are divided into work, travel, and break and cost elements can be defined to match these.
The selection of cost elements is limited by the type of cost element that is available.
For example only break type cost elements can be used to run with the break timer.
The simple timer is used for recording specific cost elements with a more exact time than the regular picker allows.
For users on Handyman Mobile this presents as a menu option where they can choose to start a timer for either work, travel, or a break.
There are 3 rules that can be set for using the timer.
- Requiring an order to run the timer.
This means any travel or break time has to be affiliated with a specific order available on the mobile device. - Allowing the timer for break type cost elements to be run simultaneously with travel or work.
Using this makes it possible to record break time while traveling from one work location to another or while working on an order without needing to split up the recordings. - Allowing adjustment of start time gives the Handyman Mobile user the option to choose the start time rather than using the current time on the device's clock.
This adjustment can not overlap the stop time of another timer and will use the rounding rules set for the cost element used.
To make starting the timer more dynamic for users it is possible to designate a default cost element to each type of timer.
For travel time it is also possible set a requirement for entering the travel distance as a separate cost element.
This will prompt the Handyman Mobile user to enter the amount of kilometers travelled when the travel timer is stopped.
For breaks it is possible to designate a separate default cost element for use on internal orders.
The continuous timer is made for recording the entire workday.
Handyman Mobile users will see a button for starting the workday and they have to select either a work or travel type cost element.
When they stop that timer the user can either end the workday or switch to a different timer.
Changing timers also allows the user to change orders if they are working on different things during the day.
The continuous timer has 5 additional rules that can be set for running the timer.
- An order must be selected when a timer is started.
This is used to ensure that all time recordings are connected to active orders. - Allowing adjustment of start time gives the Handyman Mobile user the option to choose the start time rather than using the current time on the device's clock.
This adjustment can not overlap the stop time of another timer and will use the rounding rules set for the cost element used. - Recording seconds gives a more accurate time stamps for the entries.
- Restricting access to the timer outside normal work hours will prevent the user from accessing orders and other details.
Normal working hours is defined under Configuration → Company → Time and days off.
This rule can be set to require a password from the user in order to run the timer outside normal working hours.
The password to unlock is the same as the login password for the user. - Requiring an active work timer to finish an order will disable the option mark orders as completed when the timer is not recording work time.
Start day can be modified to require a password from the user.
The password to unlock is the same as the login password for the user.
Requiring GPS position will also require that the device has GPS positioning active.
This rule can be modified to allow using the last known GPS position of the device.
Odometer requirement will display a number field for kilometers that the user needs to fill out before the timer for the day can be started.
A checklist for an internal order can also be required in order to start the timer.
This can be used if the company has a safety routine or similar that has to be performed before starting the workday.
End day can also be modified to require the GPS position, odometer value, and checklist in the same way as the start timer can be.
To make starting the timer more dynamic for users it is possible to designate a default cost element to each type of timer.
For travel time it is also possible set a requirement for entering the travel distance as a separate cost element.
This will prompt the Handyman Mobile user to enter the amount of kilometers traveled when the travel timer is stopped.
For breaks it is possible to designate a separate default cost element for use on internal orders.
Each timer type can also have GPS position requirements if the company wants to track a specific cost element type geographically.
Certificates
This menu allows the company certificates to be available for the department.
Certificates have to be defined on the company before they can be added to a department.
Order control
Values lower than the planned order CM number will be presented with a red background, and values higher than the Order CM percentage + this CM %-ppoint will be presented with a green background in Order Control. Order CM percent numbers within the range (from Planned CM percent to Planned CM percent + this CM %-point) has no special background color. Order CM percent numbers within the range (from Planned CM percent to Planned CM percent + this CM %-ppoint) has no special background color.
Budget
This setting is the planned contribution margin for the department and is shown in the budget on the order desktop.