Vad du behöver innan du börjar
You need a Handyman Office user with System Administrator rights. Handyman consists of three components:
- Handyman Office — the desktop application for planners and service managers
- Handyman Mobile — the app for service technicians
- Handyman Connect — the customer-facing portal
This guide covers the essential setup steps. For complex multi-department installations, contact a Handyman consultant.
Hur skapar jag en leverantör?
In Handyman Office, go to Logistics → Supplier → New. Enter the supplier's number and name, then click OK.
The supplier appears in the list under Logistics → Supplier and can later be made available to employees via trade groups.
Hur lägger jag till artiklar i en leverantörs prislista?
In Handyman Office, go to Logistics → Supplier → Price list → Price list items → New. Complete all mandatory fields for each item, then click OK.
Hur importerar jag en prislista?
In Handyman Office, go to Logistics → Import price list and follow the on-screen instructions. You can import CSV or Excel files. The imported items appear in the supplier's price list immediately after import.
Hur konfigurerar jag företagsinställningar?
In Handyman Office, go to Configuration → Company → Company. Enter your company name, VAT number, language, and contact details, then click Apply.
Hur konfigurerar jag avdelningar?
Departments let you divide your organisation into areas, regions, or specialisations. Handyman has one department by default — sufficient for most organisations.
To create additional departments, go to Configuration → Department → New. Multiple departments add complexity — only create them if your organisation needs separate workflows.
With multiple departments you can:
- Print different company information per department in reports
- Configure department-specific automatic report generation
- Restrict access to orders, customers, and employees by department
- Use different Handyman configurations per department
Hur konfigurerar jag Handyman Mobile-inställningar för en avdelning?
In Handyman Office, go to Configuration → Department → Edit → Settings → Handyman Mobile. Adjust the settings, then click Apply.
Hur konfigurerar jag automatiska anslutningar för Handyman Mobile?
In Handyman Office, go to Configuration → Department → Edit → Settings → Automatic connections. Set the automatic sync rules, then click Apply.
Hur skapar jag en användare?
In Handyman Office, go to Configuration → User → New. Assign a license and a role matching the user's function.
Official in charge (planner or service manager) — enter at minimum: Name, User ID, Employee number, Department. Assign a Handyman Office license and role.
Mobile user (service technician) — enter at minimum: Name, Employee number, Department. Assign a Handyman Mobile license. Group configuration can be done later.
Hur skapar jag en checklista?
Checklists document work such as test reports, measurement protocols, maintenance checklists, and sign-off checks.
- Go to Configuration → Checklist → New.
- Enter a name and description.
- Add checklist items — the individual items technicians complete in Handyman Mobile.
- Under Definition, select the rules for registration and completion.
- Use the Group tab to assign access to the checklist.
- Click OK to save.
Hur skapar jag ett kostnadselement?
Cost Elements define the types of hours and costs employees can register — such as regular hours, travel time, travel allowance, sick leave, or holiday.
In Handyman Office, go to Configuration → Cost element → New. Fill in the required fields and click OK.
Hur skapar jag en orderkategori?
Order categories distinguish between types of orders and control planning rules and documentation requirements.
In Handyman Office, go to Configuration → Category → Order category → New. Fill in the required fields and click OK.
Hur konfigurerar jag medarbetargrupper?
Groups control which employees have access to which data. In Handyman Office, go to Configuration → Group → New. Enter the group name, adjust the settings, then click OK.
Hur konfigurerar jag handelsgrupper?
Trade groups control which price lists and checklists are available to group members. In Handyman Office, go to Configuration → Group → Trade group. Assign the desired price lists, checklists, and employees.
Hur konfigurerar jag kostnadselementgrupper?
Cost element groups control which Cost Elements each employee can use. In Handyman Office, go to Configuration → Group → Cost element group. Assign the desired Cost Elements and employees.
Hur konfigurerar jag e-postsändning?
To send reports and messages from Handyman Office by email, configure an email server. Go to System → Settings → Email. Enter the server details and click Apply.
Handyman Mobile sends emails via the device's standard email setup or a separately configured email server in Handyman Mobile.