Service
30 article(s) in this category
Company Registration
Important before registration If you see a user type selection during registration — choose Company Owner, not Employee. Employees cannot register on t...
Marks
Marks are visual indicators used to filter tasks in the calendar and categorize them by work type or other identifiers. They help teams quickly distinguish t...
My Items
The My Items section allows you to view the tools assigned to you and, depending on your access rights, the tools assigned to other employees. Who can access...
Checklists
Checklists are digital forms that employees complete while working on a task. They help collect structured feedback and capture all required information duri...
Map
The Map section in the side menu allows you to: view tasks on the map; create tasks (if a client with an address exists); track employee movement in real tim...
Task Statuses
Task Statuses: Standard Workflow & Advanced Customization Task statuses help you track every step of a job — from the moment it appears in the syst...
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...