Under "Contract" you manage your contracts and terms of business and other legal and commercial regulations and conditions within the optional module Service Management. You find functions for signing, renewing, terminating, assigning, and index-based price adjustment for your contracts, and you can create the entire set of documents. Contracts always refer to equipment and sites. If the contract also includes maintenance, a maintenance plan is formed via the service forms.
A "Contract Type" is a template used to create new contracts. Define for example, whether the contract should be available for service and or repair orders, the contract contract duration, the type and timing of renewal, and the rules for billing. You can also define your own standard texts for contract documents, such as general terms and conditions.
Declaration of Conformity
The declaration of conformity is a special report. It is used to confirm the conformity of the working with certain standards and legal requirements. At present it is only used for electrical installation in Norway.
Cost elements are used to record costs and activities performed by resources. Unlike material consumption, they are not physically tangible and are not stored. Typical examples of cost elements are working time, travel time, kilometers, distance allowances or travel costs, but also unproductive times such as illness, vacation or training.
In the optional Service Management module, services such as installation, repair and maintenance are performed on an equipment. Examples of equipment are air-conditioning systems, sliding doors, heating heating systems or construction machinery. Some customers may refer to equipment by using terms like “service item” or “plant”. Equipment can be organized in a hierarchy/tree. Various details can be recorded for an equipment such as serial number, name, installation date, status, or warranty data.
Equipment types are templates for simplified creation of new equipment. In the hierarchical view you can create a new equipment by dragging an equipment type to the desired position in the tree structure.
A free order is not permanently assigned to one or more participants, but is offered to a group of employees for retrieval. Only one employee can activate the free order in Handyman Mobile
and thus becomes a participant in the order. Activation requires synchronization. A free order that is not
activated is read-only in Handyman Mobile. Free orders can only be used with Handyman Mobile.
Groupings lines are additional dimensions for entries in an order. There are three levels of groupings. The terminology can be customized for the company, for the department or for the order (only via the XML-
Order import). The three dimensions can be used independently of each other, or in dependence on each other: in this case, the choice for grouping 2 depends on the choice the user has made for grouping 1. The choices can be defined for the order category and for the individual order. There it is also possible to make the input for entries in the order obligatory. These rules can be overridden in the configuration of the individual cost element. Groupings can also be used for pricing during invoicing.
Due to the great flexibility, Groupings can be used in very different ways. A typical application is the specification of cost centers or quotation items when booking hours and material. Generally, Groupings are used whenever additional information is required by the user for an individual entry.
Internal orders are used to document internal company activities that are not related to a customer order. In combination with an enterprise resource planning system, internal orders can be used to debit cost centers with non-productive expenses. Internal orders basically have the same functionality as normal orders. Their use is controlled controlled by their own configuration settings.
There is one main participant per order. In Handyman Mobile only he can get the signature of the customer. In general, the main participant is the last participant to complete the work on the order.
Official in Charge
"Department Official in Charge" is a user right in Handyman Office. The right is assigned via
Configuration - Users. The department Official in Charge has the rights of the Official in Charge, but only for a single department.
Official in Charge
Official in Charge is a user right in Handyman Office. The right is assigned via Configuration- Users. The Official in Charge is placed in the hierarchy between the Department Official in Charge and the system administrator. In addition, "Official in Charge" refers to the employee responsible for a job in Handyman Office.
Resources that participate in a job: Main participants and other participants.
Part of the optional Service Management module is the ability to enter a planned quantity in the office/ERP for individual items. In Handyman Mobile, the order can only be completed if the actual quantity used for the item is recorded. Only at this moment, material consumption and, if necessary, a stock movement takes place. In order to work with this function, fill only the planned quantity field in the office, but not the used quantity field.
Price indices are statistical data used to increase price in Handyman according to the index.
In Handyman there are two types of Quotes:
- Quotes for contracts from the Service Management module. Once the quote is accepted and
and signed, it becomes a contract.
- Quotes for contracts. Once the quote is accepted by the customer, it becomes a contract.
Entriy on line level in an order: time recording, material recording, order descriptions,
Employees or goods needed for the execution of an order. Resources are planned using the optional Resource Planner. Resources are created like employees, but do not require a license.
Service forms describe the work to be performed by a service technician during regular service and the frequency for repeating this work. As a rule, they are assigned to an equipment or site by means of a contract. They determine the annual maintenance fees for the contract. Service forms may be used to add (planned) material to a service order.
With service levels, you define when, how quickly, and at what price a service is performed. For example, you can specify the times of day the service is provided, whether it is also provided on public holidays and weekends, the duration of the call-out time, and the fee.
This is a type of integration with the enterprise resource planning system. It is set via the Handyman
Control Center. The setting should only be made once during the initial configuration of the system.
tion of the system.
If this setting is enabled, there is no automatic export from Handyman to the ERP system.
economy system will take place. All positions from Handyman Mobile are transferred to Handyman Office. First, there they are approved. Then the user can start the export of approved items for selected orders.
Within the optional Service Management module, "Site" means the place where an equipment is located. Each equipment belongs to exactly one site. Sites also serve to create the hierarchical structure. A site can have any number of sites and equipment under it in the tree structure. However, a site cannot be directly below an object.
Site have largely the same properties as equipment. You can use the service management system without equipment, but only with sites. The decisive difference between a site and an equipment is that only the equipment has an address. There can be many equipment of different customers at the same site.
Highest authorization level of an employee in Handyman Office. The right is assigned via Configuration - User. The system administrator can make and change all settings in Handyman Office. A restriction via user profiles and user configuration is possible, but can be removed by the system administrator.
Applies only to the optional Resource Planning module. A task is an appointment for a resource for
an order. For the same resource, different tasks can be created within the same order.
As a rule, fields in Handyman have a fixed designation. For individual fields, however, the designation can be adapted to the individual wishes of the user. This is done via the terminology. The terminology can be defined per department. The departmental terminology is overwritten by the terminology defined for the entire company. First define the company-wide terminology. Then define variations per department.
Individual settings of the terminology can lead to individual fields having a different labels in your system than in the product documentation.