The menu for Company under Configuration contains a lot of sub-menus for settings that affect Handyman Office and Handyman Mobile.
Company
Here you can set the company contact information, logo, language, VAT rate, and unit for measuring distance.
Order
See this article for order settings.
Order Category
In the menu for order category you can customize the terminology for, and access to categories for orders.
Order wizard
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.
Budget
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 your skill setup.
Locking the budget after the first registration ensures that the reports use the same calculations all the way.
Quote
To enable quotes on order there needs to be at least 1 entry in the list of terms.
In the check boxes below you can choose what type of order quotes can be created for.
Logistics
These settings permits for stricter rules users must follow when adding materials to orders.
If you want more accuracy in the stock count you can 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 price lists when they are updated.
Invoice
See this article for invoice settings.
Terminology
This menu is for making changes to standard terms used in Handyman Office.
Reports
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 you can find here.
Other
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.
you you need 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 GSG Handyman when Handman Office crashes.
- Consenting to analytics means GSG Handyman can use data from a crash report in development of new versions of Handyman Office.
Boligmappa.no
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 synchronise their hours and costs the time input reminder displays a notification on Handyman Mobile.
You can set up when reminders appear and a message that can be customized for daily and weekly reminders.
See this article for more detailed configuration settings
Refrigerants Handling
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.
Certificates
This menu allows for company certificates to be set up so they can be implemented in reports and assigned to users.
Income Category
You can use income categories to override prices and costs for contracts and customers. Add income categories to trade groups and set a default income category for each group. You can also set a default income category for each user within a trade group — this overrides the group default.
The income category appears in a drop-down menu when a user adds hours entries to an order, in order approval, in quotes, and in invoice rules. When multiple trade groups have a default value, the first match is used to populate the menu. If no default income category is defined, no category is preselected.
FleetSystem
Menu for administrating FleetSystem driver's log.
Guard Systems
Menu for administrating Guard Systems driver's log.
Price Index
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.
Order Approve
This menu contains settings for the order control function in the order list.