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Tips
We’ve collected some tips that will come in handy.
Assigning materials
Keep an overview of who is using which devices and make the work easier for technicians by linking leakage detection equipment and other tools. Read »
Use of attachments
Add pictures, manuals and checklists quick, link them as an attachment to installations and assignments. Share the files with one click with your customer. Read »
Managing email templates
Not every work order is the same. The communication per customer can also differ. To allign the message you send with the correct context you can use email templates. The technician can select the appropriate template whenever needed. Set up email templates If you didn’t configure an email template Climapulse… Read »
Adding articles to a worksheet
By adding articles to the inventory the work for technicians (and the book keeping) will be made a lot easier. Click on InventoryChoose New > ItemSelect the type articleFill in the name and serial number/article number, along with optionally a descriptionMark it as active From now on it will be… Read »