Administrator
For those who set up the system. You learn to manage users, prices, registers and the settings everyone else works with.
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Level 0
The big picture
Shared by everyone. The flow from order to invoice, the key terms and who does what.
Level 1
Getting started
What you need on your first working day in your role.
0 of 4 completed
When you are signed in, the levels open one at a time.
How the system fits together New 10 min Start Client settings New 20 min Start Users and permissions New 12 min Avdelinger · module 37 Start The customer register: create and maintain the customer New 20 min Invoice-fanen, Pricelist, Fuel surcharge og fakturaoversikten på kundekortet · module 25 Kundekontakter, kundeweb-bestillere og webskjemaer · module 28 Prosjekter på kundekortet · module 23 StartLevel 2
Everyday efficiency
The tasks you do every week, and how to do them faster and more accurately.
0 of 9 completed
When you are signed in, the levels open one at a time.
Edit an order New 12 min Start The registers: goods, vehicles and service types New 15 min Linjeordre stopp på servicetypen · module 5 Drivstofftillegg på kjøretøytypen · module 25 Utslippsverdier · module 36 Advanced Order Reporting (FleetX) · module 45 Start The registers: the labels around the order New 12 min Tidsvinduer · module 22 Prosjekter · module 23 Start Resources and vehicles New 15 min Utstyrsregisteret · module 24 Ressursoppgjør (Finance-fanen) · module 26 FleetX-appen · module 45 Underleverandører · module 64 Start Prices: from price code to the right account New 15 min Oppgjørskolonnene Resource Price og Resource % · module 26 Start Fuel surcharge: from vehicle type to invoice New 15 min Drivstofftillegget på kjøretøytype og kunde · module 25 Start Invoicing, export and settlement New 15 min Faktura · module 25 Ressursoppgjør · module 26 Start Reports and key figures: overview, revenue and delivery precision New 20 min Dashbord med nøkkeltall · module 59 Fakturarapportene (Invoice-gruppen) · module 25 Start Notify the recipient: SMS and email on the order New 12 min Varsler på ordren (Order Notifications) · module 15 SMS-varsler (SMS Sender) · module 1 StartLevel 3
Expert and setup
Settings, integrations and the features that need separate modules.
0 of 2 completed
When you are signed in, the levels open one at a time.
Modules New 10 min Start Advanced order reporting: build the forms New 15 min Skjemabyggeren og rapportering i FleetX-appen · module 45 Start
