Services¶ Project Project management Configuration Visibility and collaboration Inviting external users Scheduling activities Top bar Custom top bar buttons Application settings Customer ratings Reporting Project dashboard Using the project dashboard Totals smart buttons Milestones Profitability Project updates Project profitability Revenues Costs Task management Task stages and statuses Task stages Creating task stages Editing task stages Task statuses Task priorities Task creation Manual task creation Task configuration Creating tasks from an email alias Creating tasks from a website form Recurring tasks Configuration Set up task recurrence Edit or stop task recurrence Sub-tasks Creating sub-tasks Task dependencies Set task dependencies Remove dependencies Project categories Creating a category Using categories on projects Pricelist on tasks Project templates Creating a template Creating a project from a template Service level agreements (SLA) Configuration Creating an SLA policy Target Scope Warnings SLA states on tasks Escalation rules Team members and automatic assignment SLA analysis Gantt planning Planned dates Working in the Gantt view Dependencies between tasks Timesheets Configuration Recording and reviewing time Reporting Logging time Calendar view Time spent on activities Timesheet services Configuring the services Billing a project from timesheet services Logging time on a service Create Timesheets upon Time Off Validation Equipment Management Getting Started Installation Creating your first equipment Equipment states Equipment ID sequence Equipment Form Header Stat buttons Main fields Tabs Subscription tab Description tab Maintenance tab Finance tab Documents tab Fleet tab List and search views Integrations Maintenance Analytic Accounting Stock / Inventory Fleet Project / Tickets Subscription Documents Document types Adding documents Expiry tracking Searching and filtering documents Settings Equipment Types Automation Auto-create Analytic Account Auto-create Maintenance Equipment Document Expiry Warning Defaults Default Project Equipment ID Prefix Manufacturers and models Security Access groups Assigning groups Multi-company rules View-level restrictions Printers Installation Dedicated printer views Printer tab Counters section General section Connection section Cartridges section Counter management Stat buttons Settings menu Measuring Devices Installation Dedicated measuring views Names of measuring devices and etalons Measuring tab Calibration Software Hardware Characteristics Sensors Calibration management Creating a calibration Search and filtering Stat buttons Dedicated search filters Etalons Field Service Configuration Enabling field service on a category Assigning the category to a project Creating field service tasks Manual task creation Intervention location Task creation from a sales order Product management Configuration Recording the products used Pricelist and currency Worksheets Configuration What the worksheet contains Printing and signing the worksheet Creating a quotation from the intervention
