Advanced Setup

Import/Export Data
How to import Customers, Sites, Equipments, Parts & Services and Users Click on "Configuration" from any screen --> "Import / ...
Mon, 30 Nov, 2015 at 11:37 AM
Custom Fields
Customs fields can be created for Customers, Sites, Equipments, Users and Job categories Click on "Configuration" from any screen --> ...
Mon, 30 Nov, 2015 at 11:37 AM
Unavailabilities
Unavailabilities can be created for display in the Schedule view (vacation, training, sickness...) Click on "Configuration" from any scree...
Mon, 30 Nov, 2015 at 11:38 AM
Custom Job Reports
Job Reports can be customized according to your needs almost without limitation. You can have different Job Reports for different needs, customers, etc...
Mon, 30 Nov, 2015 at 11:38 AM
Job Types
Job types streamline the Job creation process by associating priority, skills, duration and report template  Click on "Configuration" from...
Mon, 30 Nov, 2015 at 11:39 AM
Attachements
Adding Attachments to Customers, Jobs and to a Shared Repository Attachments can be of any file type as long as it is readable on a mobile device, m...
Mon, 30 Nov, 2015 at 11:40 AM