Service
30 article(s) in this category
Skills
Skills allow you to identify employees who have specific abilities required to complete tasks.When creating a task, you can specify the required skills, and ...
Security
Security Last updated: April 10, 2025 We take security seriously. And it’s not just a statement, but a way we plan, develop and deliver our product. In...
To Do in the Tasks Module
The To Do feature is part of the Tasks module and does not require any additional activation or configuration.A To Do is a simple text-based task assigned to...
Item Transfers in the Inventory Module
The transfer function is used to move tools, items, and materials between facilities and technicians.The detailed process of creating a transfer is described...
Facility Inventory Overview in the Inventory Module
The Facility Inventory section allows you to view and manage tools, items, and consumable materials stored at each facility.Here you can add items, adjust qu...
Facilities in the Inventory Module
In the Inventory module, you can create facilities for storing and managing items. To access facilities: In the side menu, select “Inventory Settings.&...
Bundles in the Inventory Module
In the Inventory module, you can create bundles of items that can be sold or used together. To manage bundles: In the side menu, select “Inventory Sett...
Tools in the Inventory Module
Tools in the Inventory module include any items, instruments, or consumable materials used by technicians when completing tasks. To manage tools: In the side...
Units of Measurement in Inventory
Units of measurement are the second required element when working with inventory.They are used to correctly categorize items and maintain a structured invent...
Mobile Application Menu
The mobile app menu depends on the user role and assigned permissions. The available sections differ for Owners, Administrators, and Employees. Owner and Adm...