From ISP admin

Add

This screen allows adding a new task, plan, or a service intervention. You can add a task in this bookmark Scheduling / Add, or also upon clicking on a specific hour in the daily, weekly, and monthly planning, but also in the client card in the bookmark of "Service interventions" with the button of "Add a plan/task".

A new link of „Show the clients” for getting a client number of a certain client for verification.

If a client is verified and the service is chosen, when finishing a plan, there is the possibility to check off the problem of the provider as well as how long it took to hadnle it. The client is then charged a through item with a discount according to the number of days and the price for a service.

After adding, the technician will receive an e-mail with the task and the subject will state the basic information about the task (the client`s name, telephone number, adrdess).

When removing the task, the removed task will be recorded in the logger Statistics / Logger / Removed service interventions. The removed service interventions are to be tracked back here, the table shows when and which administrator removed them.

Assigning the task into scheduling comprises of the following two parts:

Add new task - Trouble ticket

Date of resolution

Fill in the realization date for the task, or select the date by means of the icon of calendar .

Handed to the technician

A person responsible for realization of a certain task.

Technician 2

The possibility to assign a co-worker.

Technician 3

The possibility to assign another, third co-worker.

The way of reporting

Indicates the way in which the request has been made for carrying out the task, eg. Personally, by phone, via e-mail...

Type

We will deisgnate the type of task such as inspection round, installation, failure, etc.

Router

Select a router in case the task is not directed to a client but to a failure of the router.

Client number

Here you can manually enter the client number, or use the list of clients. If you click on Show clients, the list of all contacts in the system will appear in an alphabetical order. Select a client and confirm by the Open number. By doing this, the client information will upload into the task form.

Service

After verifying the client, you will have the opportunity to select a service to which the installation address is to be linked to.

Name, E-mail, Telephone, Cell phone

Contact information of a client, if you run "verification" of a client, or in case you are assigning a task from their client card, this information will automatically be filled in.

Address

If the installation address is available, it will show at the end of the line, the icon of , by means of which you will easily display the client location.

Task description

We can fill in the notes and details regarding this particular task.

Priority

Indicates the importance of a created task: Low, Middle, High.

Time plan

We mark a particular hour at which the task should be carried out. If the space is grey, it means that this time has already been chosen by another technician for their task. If we do not want to assign the given task to a particular time range, we will select the option of Not specified instead of the hours.

Realization

Realization date

Fill in the created task realization date manually, or set the date by means of the icon of calendar .

Technician

A person who has carried out the realization of a particular task.

Reolution

A description of the way of resolving the task or a given problem, own notes.

Time spent

The time spent on resolving the given task.

Price

The price earned for finishing the task or resolving the problem.

Resolved

If the given task has been successfully finished, we can mark it as finished. If the problem has been marked as finished, the changes of information cannot be done.

Invoice

The record will be invoiced as a through item. A technician will note down the number of hours, the price of the intervention, or the material used. Then they will mark Invoice and the records will be invoiced such as through items in the next issued invoice.

If a specific customer, however, pays their invoices for the Internet service regularly by means of a bank payment order, they do not have to register the through items and the invoice will remain marked as not paid. That is why it is more advisable to issue a separate invoice for a service intervention. You wil do this in the menu of Billing in the client card, where you click on the button of Issue an invoice and check off "Bill through items". A list of through items will appear and you click on Save. By doing this, you have just issued a separate invoice for the through items, which will be displayed in the overview of issued invoices and will be invoiced in the next invoicing period.