Table of contents
- Welcome to the Handyman extension for Business Central
- Functional overview
- Navigation and menu structure of the extension
Welcome to the Handyman extension for Business Central
The Handyman extension for Microsoft Dynamics Business Central provides an interface between Business Central and the Field Service Management System Handyman. The main purpose of Handyman is to enable Field Service Technicians to get Business Central orders on their mobile devices and to document the work done in the field on their mobile device. This is then imported in Business Central where the data is used for invoicing, accounting etc.
Typically Business Central users will use Handyman for these tasks:
- Schedule orders created in Business Central via the Handyman Resource Planner, a graphical planning and dispatch board
- Receive complete information on Business Central orders on a mobile device
- Record time and material consumption, add photos and further documentation of the work done and capture signatures on the mobile device.
- Manage required processes, user rights and configuration
In addition, Handyman offers a lot of additional functionality (e.g. manage service contracts, customer web portal, route optimization) that may be activated if needed.
Data is exchanged between Business Central and Handyman via a Webservice. The extension can be customized to reflect individual requirements. In consequence, the way the extension is used in a particular implementation may deviate from the standard described in this document.
The extension is exchanging the following data between Business Central an Handyman
Navigation and Menu Structure of the extension
In the navigation pane of Business Central, the extension adds a new entry "Handyman". This can be used 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 this article.
This menu item lists all basic data where you can select individual entries for export. See also Mark basic data for export.
Handyman can be used to manage the mobile vehicle stores of the service technicians. Therefore Handyman exports store movements and inventory status reports. Imported data for both can be reviewed using the shortcuts provided here.
Handyman imports orders and exports orders with registrations and documentation added on the mobile device. This section provides shortcuts to the order types supported by Handyman: Service Orders, Sales Orders and Projects.
Orders exported by Handyman are imported in the inbound order tables that can be reviewed via the inbound order page. Use this to review imported orders and to update the Business Central orders with input from Handyman
Use "Basic data and settings" to configure the extension and to start export of basic data.
Use "Handyman warnings" to review warnings provided by Handyman.
If you use the optional "Hours Approval Module" in Handyman, approved hours will be exported by Handyman to be used for salary in Business Central. This data can be reviewed using the shortcuts provided here.