What is table of contents?
- Welcome to the Handyman extension for Business Central
- Functional overview
- Navigation and menu structure of the extension
- Get started
What is welcome to the Handyman extension for Business Central?
The Handyman extension connects Business Central with the Field Service Management System Handyman. It allows Field Service Technicians to access Business Central orders on their mobile devices and document their work in the field. This information is then imported into Business Central for invoicing and accounting purposes.
Handyman is primarily used by Business Central users for the following tasks:
- Scheduling orders created in Business Central using the Handyman Resource Planner, a graphical planning and dispatch board
- Viewing complete information about Business Central orders on a mobile device
- Recording time and materials used, adding photos and additional documentation, and capturing signatures on the mobile device
- Managing processes, user rights, and configuration
In addition, Handyman offers additional functionality such as managing service contracts, a customer web portal, and route optimization, which can be activated if needed.
Data is exchanged between Business Central and Handyman through a Webservice. The extension can be customized to meet specific requirements, so its usage may vary in different implementations.
What does the functional overview cover?
The extension is exchanging the following data between Business Central an Handyman
What is navigation and Menu Structure of the extension?
In the navigation pane of Business Central, the extension adds a new entry "Handyman". This you can use as entry point to all functionalities provided by the extension. In case you do not see the entry "Handyman" check the permission sets as described in Set up the Handyman Extension for Business Central.
Planning
This menu item lists all basic data where you can select individual entries for export. See also Mark basic data for export.
Inventory Management
Handyman helps manage the inventory of mobile vehicle stores for service technicians. It exports reports on store movements and inventory status, which can be reviewed using the provided shortcuts.
Order Management
Handyman imports orders and exports orders with added registrations and documentation from mobile devices. This section provides shortcuts for different types of orders supported by Handyman: Service Orders, Sales Orders, and Projects.
Inbound Orders/Data
Orders exported by Handyman are imported into the inbound order tables, which can be reviewed on the inbound order page. This allows you to review imported orders and update Business Central orders based on input from Handyman.
Periodic Activities
Use the "Basic data and settings" option to configure the extension and initiate the export of basic data.
Use the "Handyman warnings" option to review any warnings provided by Handyman.
Approved Hours
If you use the optional "Hours Approval Module" in Handyman, approved hours will be exported for salary purposes in Business Central. You can review this data using the provided shortcuts.
How do I get started?
Follow the steps provided in the article about the suggested implementation plan.