Official in charge
“Official in charge” is a user right in Handyman Office. The right is assigned via Configuration - User. The Official in charge - department has the rights of the Official in charge, but only one of a single department.
There are two types of quotes in Handyman:
- Quotes for contracts from the Service Management module. As soon as the quote is accepted and signed by the customer, it becomes a contract.
- Quotes for orders. As soon as the quote is accepted by the customer, it becomes an order.
Only affects the optional module Resource planning. A task is a date for a resource for a job. For the same resource, different tasks can be created within the same order.
This is a type of integration with the inventory management system. It is set via Handyman Control Center. The setting should only be made once during the initial configuration of the system.
If this setting is activated, there is no automatic export from Handyman to the inventory management system. All registrations from Handyman Mobile appear in Handyman Office. They are initially approved there. The user can then start exporting approved registrations for selected orders.
Groupings are additional dimensions for registrations in an order. There are three groupings. The terminology can be adapted for the company, for the department or for the order (only via the XML order import). The three groupings can be used independently of one another, or as a function of one another: In this case, the selection option for tier 2 depends on what choice the user has made for tier 1. The selection options can be defined for the order category and for the individual order. There, entry can also be made mandatory for entries in the order. These rules can be overridden in the configuration of the individual cost element. Groupings can also be used to determine pricing when invoicing.
Due to the great flexibility, groupings can be used in very different ways. A typical area of application is the specification of cost centers or quote items when registering hours and material. In principle, groupings are always used when additional information from the user is required for an individual entry.
Row-level entries in an order: Time registration, material registration, order descriptions, checklists, attachments
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 on it. 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.
Part of the optional Service Management module is the option of registrating a planned quantity for individual items in the office. In Handyman Mobile, the order can only be completed if the actual quantity used is registered for the item. Only at this moment does material usage and, if necessary, a store movement take place. To work with this feature, only the planned quantity field must be filled in in the office, not the used quantity field.
There is one main participant per order. In Handyman Mobile, only he can obtain the customer's signature. As a rule, the main participant is the last participant to complete his work on the order. As a rule, the main participant controls and coordinates the work on site.
Within the optional Service Management module, “Site” is the location where the equipment is located. Each equipment belongs to exactly one site. Sites also serve as a 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 a equipment.
Sites have largely the same properties as equipment. You can also use the service management system without equipment, with sites alone. The defining difference between site and equipment is that only the site has an address. A large number of equipment from different customers can be located in the same site.
Internal orders are used to document internal company activities that are not related to a customer order. In conjunction with a inventory management system, internal orders can be used to charge cost centers with non-productive expenses. Internal orders basically have the same functionality as normal orders. Your usage is controlled by your own configuration settings.
Declaration of conformity
The declaration of conformity is a special report. It is used to confirm the conformity of work execution with certain standards and legal requirements. It is currently only used for electrical installation in Norway.
Cost elements are used to register costs and services provided by resources. In contrast to material registrations, they are not physically comprehensible and are not stored. Typical examples of cost elements are working time, travel time, kilometers, deductions for commuting expenses or travel expenses, but also unproductive periods such as illness, vacation or training.
Services such as installation, repair and maintenance are performed on equipment in the optional Service Management module. Examples of equipment include air conditioning systems, sliding doors, heating systems or construction machinery. Depending on the company, the terms service object, service item, object or plant may also be used instead of the term “equipment.” Equipment can be organized in a multi-level hierarchy. Various details can be recorded for 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 new equipment by dragging an equipment type to the desired location in the tree structure.
Price indices are statistical data that are used to raise price in Handyman match the index.
Employees or goods that are required for the execution of an order. Resources are planned via optional Resource planning. Resources are created like employees, but do not require a license.
Official in charge
Official in charge is a user right in Handyman Office. The right is assigned via Configuration - User. The Official in charge is in the hierarchy between the Official in charge - department and the system administrator.
In addition, “Official in charge” refers to the employee responsible for an order in Handyman Office
Service forms describe which work a service technician has to perform for regular services and at what frequency. As a rule, they are assigned to equipment or site via a contract. You determine the annual maintenance fees for the contract.
Service levels allow you to determine when, how quickly, and at what price. For example, specify at what times of day the service is provided, whether it is also provided on holidays and weekends, how long the reaction period is, and what the fee is.
Highest level of authorization for an employee. The right is assigned via Configuration - User. In principle, the system administrator can make and change all settings in Handyman Office. Restriction via user profiles and user configuration is possible, but can be removed again by the system administrator himself.
Resources involved on a order: main participants and other participants.
As a rule, fields in Handyman have a fixed name. However, the name of individual fields can be adapted to the individual wishes of the user. This is done via terminology. The terminology can be defined per department. Departmental terminology is overridden by terminology defined for the entire company. First, define company-wide terminology. You then define deviations per department. Individual terminology settings may result in individual fields having a different name for you than in this help.
Under “Contract”, you manage your contracts and terms and conditions and other legal and commercial regulations and conditions within the optional Service Management module. You'll find signing, renewal, cancellation, assignment, and index-based pricing features for your contracts. Contracts always refer to equipment and sites. If the contract also includes maintenance services, a maintenance plan is formed via the service forms .
A “contract type” is a template that is used to create new contract . For example, define whether the contract should be available for service and/or repair orders, the contract period, the type and time of renewal, and the billing rules. You can also define your own standard texts for contract texts, such as general terms and conditions.