Descriptions on orders can be used both for internal communication to the worker/office (internal descriptions) and to describe what work has been done on the order.
If the description is not marked as internal, it will be shown on the invoice, order overview and order confirmation among others.
The description max length is managed by the license according to which financial system Handyman has integrated or if Handyman is standalone / invoice module. (Configuration > Company > Order > Other > “Maximum length per description”)
Description menu consists of:
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Add
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Edit
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Copy
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Delete
Add:
When adding description you can enable “for internal use” (1) if you don’t want the customer to see the description. It is possible to select another date. Default date is today. It is also possible to select participant for the description (by the order participants). If the company has created one or several dictionaries in Configuration > Dictionary, it is possible to use the dictionary (2) to create the description.
After adding the description, it is to be found on the order.
Edit:
Copy:
Delete:
Selecting yes will delete the description from order.