Use Business Central and Handyman for order management

Create, export, and plan orders

To create an order, you can choose between a sales order, service order, or a job.

To export the order to Handyman, use the export action from the Ribbon. You can find more information on how to do this here.

To schedule the order, you can launch the Handyman Resource Planner using the Resource Planner action from the Ribbon. Alternatively, you can open the order in Handyman Office using the Handyman Office action from the Ribbon and plan the order there. For more details, refer to the Handyman Resource Planner chapter in the Handyman Office documentation.

Use Handyman Mobile for mobile order processing

You can find information on how to use Handyman Mobile for mobile order processing in the Handyman Mobile documentation.

Import Handyman data in Business Central and update the Business Central order

To update orders in Business Central with information from Handyman, follow these five steps:

1. Export from Handyman:
   • This step is usually done automatically after a mobile device finishes synchronization. Alternatively, you can manually export from Handyman Office. If you're using simple integration, refer to this article.
2. Import into Business Central:
   • This imports the data provided by Handyman into intermediate tables in Business Central. You can execute this manually using the command in the ribbon.
3. Create new Service/Service Orders:
   • If the order was created in Handyman, you must first create a new order in Business Central.
   • The customer used in the Handyman order must exist in Business Central.
   • You can execute this manually using the command in the ribbon.
4. Update order:
   • This step updates the Business Central order with the imported data from the intermediate tables.
   • The following information is used: Handyman Hours & Cost entries (imported as resource consumption in the Business Central order lines), Handyman Material registrations (imported as item lines in the Business Central order line), and Handyman order status.
   • You can execute this manually using the command in the ribbon.
5. Re-export:
   • Re-exporting reports the successful update back to Handyman and removes the records from the intermediate tables in Business Central.
   • You can execute this manually using the command in the ribbon.
   • If the Handyman order was in status "completed," the status will change to "historical."
   • This action can be started manually via a command in the ribbon on this page or automatically if configured in the "Basic data and settings" page.
6. Handle errors
   • If automation or batch processing is used, errors may have occurred.
   • For details check the article on error handling.
7. Correct order:
   • This step applies to Sales Orders and Service Orders.
   • First, open the order.
   • If the entries recorded in Handyman are incorrect, you should correct them in the Business Central order.
   • If needed, you can also delete order lines.
8. Export order again:
   • The last step is to send the changes made to Handyman by exporting the order again.
   • This will also delete order lines that were deleted in Business Central.

The actions mentioned above are available in the ribbon of the inbound order list and inbound order card. Actions on the inbound order list apply to the currently filtered set of orders.

Import Automation

• All the steps mentioned above can be automated.
• First, configure the desired level of automation in the "Basic data and settings" page.
• Then, ensure that the Job Queue in Business Central is set up correctly to run this automation.
• Make sure your Business Central license matches the selected level of automation.