Plan your Handyman implementation

What is the Business Central extension?

If you are new to the integration, see Get started with the Business Central Extension for an overview before following this implementation plan.

How do I set up my infrastructure?

1. Sign up for Handyman Cloud and get your access credentials.
2. If you are using the extension with an on-premise installation of Handyman or Business Central, contact GSG Handyman Support for installation assistance.
3. Install the extension and connect it to Handyman. See Set up the Handyman Extension for Business Central for instructions.
4. Install Handyman Office. See Install Handyman Office for Handyman Cloud for instructions.
5. Install Handyman Mobile. See Install and set up Handyman Mobile for instructions.

How do I configure the extension and export basic data?

1. Configure the extension for your project. See Configure the Business Central Extension for instructions.
2. Export basic data to Handyman. See Export basic data from Business Central for the full procedure.
3. Follow this sequence when configuring — it matches the order of entries in the Planning Menu in the Handyman Group of the Action Bar:
   • Sales Persons / Purchasers
   • Service order types
   • Service items
   • Customers
   • Vendors
   • Items
   • Locations
   • Work types
   • Resources
   • Service order type – work type configuration
4. Not all entries are required — configure only what applies to your project.

How do I test the basic service process?

1. Start with the basic service process described in Use Business Central and Handyman for order management.
2. As you progress, add functionality to meet your customer's specific requirements.
3. Discuss any questions or concerns with your Handyman consultant.
4. Note any gaps between the customer's requirements and the current solution for future improvements.
5. In this phase, focus on the core extension functionality:
   • Exporting orders
   • Importing and updating orders

How do I add and test additional functionality?

1. Handyman and the BC Extension offer extensive customisation options. Have the project team agree on which areas to address and the required level of detail.
2. Typical topics addressed in this phase:
   • Checklists
   • Service order types
   • Work type codes
   • Service forms
   • Service contracts
   • Reports

How do I fine-tune the configuration?

1. Iterate through the service process and adjust the configuration as needed.
2. By the end of this phase, all open gaps and questions should be resolved and the process documented.
3. Create a dedicated process document for Handyman Office and Handyman Mobile — include screenshots and step-by-step comments for each stage.

How do I train my team?

1. Use the process document created in the fine-tuning phase as your training guide.
2. Use this setup for training sessions:
   • 4 hours for Handyman Office
   • 4 hours for Handyman Mobile
   • Maximum 10 participants per session
   • Office users should attend the Handyman Mobile training as well
   • Run the Handyman Office session first — office users need to create orders before mobile users can practice