The menu for Company under Configuration contains a lot of sub-menus for settings that affect Handyman Office and Handyman Mobile.
Here you can set the company contact information, logo, language, VAT rate, and unit for measuring distance.
See this article for order settings.
In the menu for order category it is possible to customize the terminology for, and access to categories for orders.
Settings for the order wizard are used to customize what elements Handyman Office users need to specify when they create new orders.
Changes made to the table will not affect the compact order wizard.
The compact order wizard has one screen for choosing the customer and one screen for all the other options.
The budget function in Handyman Office allows for a better overview of project style work where many orders are calculated towards a whole.
Activating this will add new buttons for budget in the order list, in the order category menu, in the settings for departments, and in the template menu.
Budget analysis report determines what values in the orders make them part of the project and whether the calculations are based on the recorded hours and materials or only the invoiced entries.
The controller settings allows for restriction of access to budget elements based on the user's skill setup.
Locking the budget after the first registration ensures that the reports use the same calculations all the way.
To enable quotes on order there needs to be at least 1 entry in the list of terms.
In the check boxes below it is possible to choose what type of order quotes can be created for.
These settings permits for stricter rules users must follow when adding materials to orders.
If you want more accuracy in the stock count it is possible to employ additional rules for updates and unused materials.
The last section concerns rules for using miscellaneous materials.
If an item is added without a specified item number it will receive one based on the number designated here.
It is also possible to set a range of item number to be defined as miscellaneous.
The last section is only available with an integration set up on the client and will prevent new items from being created in pricelists when they are updated.
See this article for invoice settings.
This menu is for making changes to standard terms used in Handyman Office.
This menu controls what reports are available to Handyman Office users.
Time and days off
Settings for the company time zone and normal working week are set in this menu.
Opening hours specified here will determine what times you can use in the Resource Planner.
The sum of the opening hours will be the amount used in the absence function and suggested amounts of hours for cost elements on Handyman Mobile.
Holidays can also be specified either to match national bank holidays or company specific ones.
Hours Approval Module
Rules for entries in the Hours Approval module can be found here.
A menu for miscellaneous settings that affect Handyman Office and Handyman Mobile.
- Starting with full lists will automatically show all entries for the order list and customer list when it is opened.
Starting with empty lists requires a manual search in order to populate the list.
- Checklist referencing allows users to draw references between different points in checklists.
- Disable automatic updates for Handyman Office.
- Enable single sign-on allows automatic pass-through when starting Handyman Office.
- Use additional address fields makes fields for address 3 and 4 visible to users.
- Allowing multiple devices for the same Handyman Mobile user makes it possible to switch between devices without deactivating the license in Handyman Office.
The user is required to have a password for this to work properly.
- Including employee numbers in lists and drop-down menus makes it easier to relate employee names to their ERP numbers.
- Options for sending error reports to GSGroup when Handman Office crashes.
- Consenting to analytics means GSGroup can use data from a crash report in development of new versions of Handyman Office.
Norwegian customers who use Boligmappa can login to integrate Handyman Office to the Boligmappa online portal.
Time Input Reminder
In order to help employees remember to record and synchronize their hours and costs the time input reminder displays a notification on Handyman Mobile.
It is possible to set up when reminders are displayed and a message that can be customized for daily and weekly reminders.
See this article for more detailed configuration settings
Companies working with refrigerants can set the limits for how much they have to use for it to be included on the annual report and what certificate to display on the report.
This menu allows for company certificates to be set up so they can be implemented in reports and assigned to users.
Income categories can be used to override prices and costs for contracts and customers.
They can be added to trade groups, where a default income category can be set for each trade group.
An income category can be set as default for each user in the trade group.
The income category will be available in a drop-down menu when a user adds hours entries to an order, in order approve, to quotes, and to invoice rules.
When more than one trade group has a default value, the first default found is used when filling the drop-down menu.
If a default income category has been set on the user, this setting overrides the default setting from groups. If no default income category is defined, no income category will be preselected.
Menu for administrating FleetSystem driver's log.
Menu for administrating Guard Systems driver's log.
Price indexes are used to calculate the price of service contracts. The indexes are usually updated once a year but can also be set to follow other intervals.
This menu contains settings for the order control function in the order list.