×

Warning

JUser: :_load: Unable to load user with ID: 43

How to delete a plan

 

As part of the development of the new rights management for ISPadmin, the Delete button has been removed from the task editing page.


Now you can delete a task (plan):

 

  • in Scheduling Overview - Click on icon delete btsp
  • in Scheduling Calendar - When you hover over a given task, click on Delete.

How to move tasks from Calendar to Unscheduled

 

Currently, it is not possible to do that. But here are a few tips that might help you:

 

  • If you do not know what day to move a task to, let the task where it is. You can search for it in Client card / Interventions.
  • If you do not know what day to move a task to, let the task where it is. You can search for it in Scheduling Overview (with the help of many filters).
  • If you do not know what day to move a task to, use the Unspecified time option. You can arrange for the system to automatically move such tasks from one day to another. If you set the planning_auto_change_tasks key in Settings Syst. settings Scheduling to 1, the system will go through all tasks at 2:00 and move those that are unfinished to the next day. This function is only available for those tasks that have the Unspecified time option checked.

 

 

Technicians´ interface

There is a special interface for technicians that helps (not only) bigger companies to better manage the work and schedule of individual technicians: Technicians do not have unlimited access to the system. They have access to this interface only. In it, they can see all the work that has been assigned to them, along with all the details that are necessary for them to complete the assigned tasks.

In the full installation of ISPadmin, you can set access credentials for your technicians in Settings Administrators Technicians.

In the Rights section, you may specify to which tabs and options individual technicians have access.

Technicians can log into their interface in the same way that they can log into the ISPadmin installation - using their username and password.

After login, the following tabs are available (if they are allowed in the Rights section):

 

Tasks

Tasks assigned to the logged-in technician. If a particular client service is assigned to a task, its name, IP address, MAC address etc. will be displayed. Additionally, detailed traffic graphs icon graph will be displayed in the case of an Internet service.

icon edit Edit a task

Contracts and documents are displayed that the administrator adding the task to ISPadmin appended to it. A technician may fill in the Note field and then   close a task. If any documents are requested, a technician has to insert them into the Requested documents field before closing a given task.

 

Clients

Technicians may fulltext search in this tab. You can set the minimum number of characters that must be entered before it is possible to use the function. If a technician is allowed to accept cash payment, they can match a given payment with a particular unpaid invoice by clicking on icon money accept.

 

Cash box

Here you can see a list of cash payments received by the logged-in technician.

 

Removing records from ISPadmin

Delete client Deleted client is not deleted from the system, instead its rec...

Adding/Editing invoice group

Invoice group set-up Name The internal name of a given invoice group...

Invoice period, floating period

The options are: not invoiced, monthly, bimonthly, quarterly, half-yearly, and y...

Generating reminders

Reminders are automatically generated every day at the time set in the reminder_...

Proforma invoices

Proforma invoice is a non-fiscal document. It is merely an instruction for the c...

Introduction to invoicing

Here you will find basic settings for you to start using Invoicing module. Gene...

Change of numerical series for Invoicing

Typically, you would need to change a numerical series for Invoicing on New Year...

Export of invoices

You may export invoices into your accounting software if it is supported by I...

Invoice logo/stamp

In Invoicing Settings Invoice Groups, while adding a new group (+ Add new gro...

Can we have multiple IBAN codes for an invoice group?

No. One IBAN equals one invoice group. You cannot have more IBAN codes for on...

Charging clients for tariff changes

You might want to charge clients, for example, when they decide to change to ...

How to issue invoices in foreign currency

If you want to issue invoices in foreign currency you can do so in a few ways...

One-time invoice for a service provided in a certain time period

If you want to issue a one-time invoice for a certain service that is provide...

Invoice due date functionality

Standalone Invoice (index.php?option=com_content view=article id=1202:creating-a...

Invoice layout modification

You cannot change invoice layout. You can only change the following (Invo...

How to send a client an email containing all of their unpaid invoices

If you want to send a particular client an email containing all of their unpaid ...

How to issue an expenditure cash slip

The system issues an expenditure cash slip when overpayments are refunded in ...

How to add overpayment into client´s credit

Let’s assume you use FIO bank. Go to InvoicingBankFIO to display all incoming...

Does ISPadmin support the PayU payment gateway?

No, the PayU payment gateway is not supported by ISPadmin.

Currency not exported

Currency is loaded from invoice group set up. You have to set up currency for...

Invoice items are not in the same language as my ISPadmin

You may define your own descriptions of invoiced items in SettingsActive service...

A credit note issued, yet the invoice is still marked as "unpaid".

When viewing a particular credit note, you have to use the Confirm the credi...

How to set the description of a pending item on an invoice

Go to Settings Syst. settings Inventory. In the Description of pending items ...

How to set the invoicing period for the VoIP service

In Settings Syst. settings General in the voip_offset item, you can state tha...

Import of CSV bank statement files to ISPadmin is not working

If you cannot import a CSV file from your bank to the ISPadmin system, check ...

How to set invoice numbering

On this page, you can find out how to appropriately and correctly set invoice...

Where to set the email address from which invoice emails are sent?

Invoice emails are sent from the email address that you have entered on the c...

How to use one client payment to settle multiple invoices

In Invoicing Bank, you can now settle more than one invoice at once (There is...

Payments from bank emails have not been imported and matched.

Check whether there are bank emails in the Invoicing Bank E-mail tab. If ...

Calculation of VAT on invoices

VAT is calculated for each individual invoice item. It is always rounded to 2...

How to modify the text on an invoice

You can change the descriptions of items on an invoice in SettingsService Gro...

Configuring your PayPal account

In order to have your PayPal-payments matching functional, each individual paym...

CSV format for payment import

Column 1 SS (Specific symbol) Column 2 Note Column 3 VS (V...

«
»

CONTACT

NET service solution, s.r.o.
Žerotínova 3056/81a
787 01 Šumperk
Czech Republic