Add facility to customer


Facilities are usually specified as a physical location, but it can also be fictitious, this to create a service order that contains all objects that are to be performed simultaneously in the facility. Facilities have an address and contact persons and it may contain service points to be reviewed when executing a service order.

How to add a facility to a customer:
  1. Sign in to your account.
  2. Go to Register > Customer.
  3. Find the customer you want to add a facility to in the list, either through the search function or by scrolling down.
  4. Click on the customer.
  5. Scroll to the bottom of the page and click on Add: Add new facility.
  6. Fill in the necessary fields.
  7. When done click on Save at the far bottom of the page.
  8. The facility will now be listed under the heading Facilities on the page and under Register> Facilities.

How to add a facility to the Register:
  1. Sign in to your account.
  2. Go to Register > Facility.
  3. Click the + sign.
  4. Search for the customer by clicking on the magnifying glass in the field below the text CUSTOMER. A search function will opens.
Search symbol

The different fields in Facility.

NAME
The name of the facility is used to identify different facilities or departments in order to be able to merge services on service objects that are close to each other and that can possibly be serviced at one and the same time.

CUSTOMER
The owner of the facility. The customer must be specified to link facilities and also to know where the joint invoice should go. The customer is filled in automatically if you went through the customer register.

Custom fields
Custom fields are fields you can create by yourself based on your needs. To create a custom field sign in with your admin account and go to Module settings – Edit facility settings.

Description
Add a description on the facility. Can be used to locate or to distinguish between two similar facilities.

Cost center
The information is passed on to service and work orders when they are executed to facilitate invoicing.

Person of contact
The customer can have several contacts and these are added by pressing the + Add contact button. When a contact person is added, the choice for Send service protocol and/or Send work order can also be made. If these buttons are checked, service protocols and work orders are sent to the contact person’s email address.

Service articles
Specify items that should / can be used for the facility. These automatically appear as suggestions when services and work orders are executed at the facility. For example. some facilities may have fixed costs for mileage compensation. Then they can be entered here as articles.
To add more, click + Add Articles.

Work order articles
Specify items for the customer, which automatically come up as suggestions when services and work orders are executed on the customer. For example. some customers may have fixed costs for service, then they can be entered as articles here, so the technician does not have to keep track of which customer has which agreement.
To add more, click + Add Articles.


Service

SERVICE COLLISION TIME SPAN
Indicates how many days the service time on the service object in the facility may vary.

Service objects located in the same facility can be merged into a service order using the service collision interval. This interval sets how many days it may vary between service orders for them to be merged into one. This is to avoid going to the same facility several times at short intervals.

A service collision interval of 0 days means that no service orders at the facility are combined.

Example: If a service is to be performed on 15 August 2020 and the service collision interval is set at 5, then services to be performed between 10/20/2020 and 8/20/2020 will instead be performed at the same time.

When this value changes, services that have already been generated will not be affected, only new and changed services will be merged.

You can also set a standard collision interval by sign in with your admin account. See more under Information to administrators at the bottom of this page.

SERVICE COMPONENTS
Service points for the facility are advantageously added via a template. If a template is not to be used, you can add service points by clicking the + Add service components button.
Read more about Service templates here.

For each service point, you can choose from these fields:

The values of a service points
  • Measurement
  • Has status 
  • Is a heading
  • A free text field

The order of the service points can always be changed by clicking on the three dots and dragging the point to a new location.

Comments
Here you can write a comment regarding the facility. Not displayed for signed in customer.

Information to administrators

Sign in with the admin account – In Group settings you will find Module settings – Edit facility settings.

Module settings concerning facility

  • Create custom fields with suggestions of text
  • Set standard collision interval
  • Specify whether the facility is to be invoiced to another customer

User permissions concerning facility 

View, View Assigned, Create, Edit, Edit Assigned, Delete, Upload, Assign, Remove uploaded files