Handyman Office

Getting Started

• Migrate to new login with Handyman Office (Azure AD B2C)
• Understand messages, notes, and comments in Handyman

Order

• How can I find historical orders in order list, customer module or service module?
• Create invoice (order)
• Create a new Internal Order
• Create a new Repair Order
• Create a new work order
• View the order audit log in Handyman Office

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Customers

• Add or change an address on an installation
• Create new customers in Handyman

Logistics

• Create new Material
• Import price lists created in Excel
• Import a supplier price list from a .CSV file
• Run an inventory count in Handyman
• Update a price list manually
• Manage inventory and ordering with the Logistics module

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Resource Planner

• How to enable historical orders in the resource planner
• Sort employees manually in the resource planner calendar
• Use tentative tasks
• How to add holidays in the Resource planner
• Add participant and create task in the Resource Planner
• Get to know the Resource Planner

Invoice

• Delete from invoice
• Exclude a line from an invoice
• How to create invoice with fixed price in Handyman
• Use the standalone Invoice module in Handyman Office
• Exclude or delete registrations from an invoice
• Use the Invoice module in Handyman

Employee

• Add or change address on an installation
• How can I see salary base per employee in Handyman Office?
• Manage employee settings

General

• Allow support to log in as your user account
• Look up key Handyman terms in the glossary
• Change your own password in Handyman Office
• Understand roles and permissions in Handyman
• Use keyboard shortcuts in Handyman Office
• Activate new license

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Reports

• How to change a report
• Use QR codes and NFC tags with Handyman

Configuration

• Manage Your Subscription: Adding or Reducing Users (Cloud Customers)
• Add checklists automatically to new orders
• Remove employees who have left the company
• Allow editing and adding equipment on mobile
• Configure Handyman Mobile settings
• Manage roles and permissions in Handyman

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Service Management

• Use reference values in service forms
• Change ownership of a site or piece of equipment
• Move equipment and sites in Handyman
• How to find historical information about service objects
• Assigning categories to equipment
• Create categories for equipment

Event

• Understand emails triggered by Events in Handyman
• Use Events for tracking SLA agreements in Service Contracts
• Configure Event activity settings
• Set up a yearly service order reminder with Event templates
• Create and maintaining Event templates in Handyman Office
• Activate Events in Handyman Office

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Checklist

• How to set up the NHO Elektro checklist templates
• Use Cenika Varme checklist templates for heat cables
• Use nVent checklist templates for Raychem heat cables
• Use Etman Varme checklists for heating cables
• Use Heat Comfort checklists for underfloor heating
• Update a checklist to the latest version

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Plugins

• Unlock Hours & Costs and Material with a plug-in
• Manage customer contact qualifications with a plug-in
• Manage employee qualification details with a plug-in
• Set up counter-based service in Handyman
• Plan routes using Handyman route planning

Help

• Set up remote assistance for Handyman Office

Installation and upgrade

• Sideload the Handyman app without Microsoft Store access
• Run an unattended installation of Handyman
• Configure map URLs in Handyman Office
• Update Handyman Office for Handyman Cloud
• Install Handyman Office for Handyman Cloud
• Fix a database upgrade error in Handyman Office

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Handyman ControlCenter

• Manage client configuration in Handyman ControlCenter
• Use queries to filter and search in Handyman ControlCenter
• Check SQL Server version requirements for Handyman
• Manage menu plug-ins in Handyman Office
• Manage Handyman Windows services in ControlCenter
• View integration settings in Handyman ControlCenter

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