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Task Manager

tm 00Task Manager is an app available for devices with iOS/Android. It enables technicians to administrate assigned tasks from the Scheduling module. This app is especially suitable for day-to-day work of technicians. You will find more information about pricing and download options here.

icon info2 The app is only available for ISPadmin installations in version 4.15 and newer, and for iOS 6 and newer or Android 4.4 and newer.

 

Login

When you open the app, a login screen will pop up. Enter technician´s User name and Password, and ISPadmin URL, e.g. http://yourcompany.ispadmin.com. Tap on Login.

alert icon Users of the app are defined in Settings Administrators Administrators in ISPadmin.

In case of problems when switching from a free version to a paid one, follow these instructions.

You will find basic tips for work with the app in the main menu - About.

 

Menu

Tap on iconopen to get to the main menu. You will see name of logged-in administrator/technician. Tap on the name to logout. And there are the following menu items:

 

When you log in, your tasks will be shown. You may use full-text to search through them in e.g. client's name, address, task description. In the overview of tasks, you will see task ID, which comes from ISPadmin. Swipe down to refresh the overview.

 

Task detail

Tap on the task to see its detail, such as task date, its description, and assigned technicians.
If a task is linked to a client, client´s details and map of installation address will be displayed. Tap on client's name to open a map integrated in your device, and GPS navigation, if any. If there are any client´s photos in ISPadmin (see more) you will be able to display them by tapping on Photos. Photos are grouped into folders and you can add a new one by tapping on +. You can either upload photos from your gallery icon img, or take new ones .

icon info2 Tap on client´s phone number to call directly.

 

Task editing

Edit a task by tapping on icon edit. You can change its solution date, description, or close it by tapping on Solved (add Spent time in hours and Price).
alert icon If a task is to be invoiced, do so in ISPadmin.

 

Adding new task

In the overview of tasks, tap on +, fill in all the required fields (see Add new task in ISPadmin), and save a task by tapping Add task.

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icon info2 This menu is available only if Rights for Main menu > Routers >   Read in Settings Administrators Administrators is selected.
Technicians will see Nearby routers - in the perimeter of 30 km´s from current position (localization must be enabled on the device and router must have GPS coordinates in ISPadmin). You may use full-text search in the overview of routers. Also, it is clearly visible if a router is online or offline. There is an arrow next to router name showing the direction of router´s position (compass must be present in the device). Tap on router name to display its detail from ISPadmin, i.e. IP address, location address, calculated distance from current position, description, or photogallery. You can also tap on Test connection to run ping to router as you would from ISPadmin.
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icon info2 This menu is available only if Rights for Main menu > Clients >   Read in Settings Administrators Administrators is selected. Technicians may have their Allowed Invoicing Groups in ISPadmin.
You may use full-text search and display client´s detail by tapping on the name. Other available details are: client´s address, photos from the Client card, and all Internet services, details of which you can display - installation address, IP address of device etc.
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On the map, you can display clients, routers etc. the same way as in ISPadmin, Other Map. To set up displayed layers, tap on   .
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There are the following options:
  • Add events to calendar: adding tasks to default calendar on the device
  • Upload photos via WiFi only: saves mobile tariff data
  • Show map: displaying map in client/router detail
 

 

Notification

Notifications announce added/edited tasks, or they can display Push notifications for Nagios.

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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...

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