Implementation plan for Handyman with Business Central Extension – Handyman Support

Introduction to the BC-extension

If you're new to the Handyman extension, you can read this article to get a good overview of it.

Sign up for Handyman Cloud and get your access credentials.
If you want to use the extension for an on-premise installation of Handyman and/or BC, contact the Handyman support team for installation.
Install the extension and connect it with Handyman. You can find instructions in this article.
Install Handyman Office. Instructions can be found in this article.
Install Handyman Mobile as described in this article.

Configure the extension according to your project's needs. You can find instructions in this article.
Export basic data as outlined in the general article on basic data export.
We recommend following this sequence for the configuration, which is also the sequence of entries in the Planning Menu in the Handyman Group of the Action Bar. You can find more information on how to use/configure each entry by clicking on the links:
- Sales Persons / Purchasers
- Service order types
- Service items
- Customers
- Vendors
- Items
- Locations
- Resources
- Work types
- Service order type - work type configuration
Not all data may be required depending on your needs.

Start with the basic service process defined in this article.
As you progress, add additional functionality to meet the specific requirements of your customer.
Discuss any questions or concerns with the Handyman consultant while going through the process.
Take note of any gaps between the customer's requirements and the current solution for future improvements.
In this step, focus on the basic functionality of the extension, such as:
- Exporting orders
- Importing and updating orders

Handyman and the BC Extension offer plenty of opportunities to customize the solution to meet individual requirements. The project team should determine which areas to address and the level of detail.
Typically, in this stage, topics like the following are addressed:
- Checklists
- Service Order Types
- Work Type Codes
- Service Forms
- Service Contracts
- Reports

Iterate through the service process and adjust the configuration as needed.
By the end of this stage, all open gaps and questions should be resolved, and the process should be documented.
Create a dedicated document for Handyman Office and Handyman Mobile that guides users through the process with screenshots and comments for each step.