Services

• Project
  • Overview and configuration of the Project application in Viindoo
    • Overview about the Project app
    • Setting up the Project app
      • Modules to install
      • Project access rights
      • General settings
  • Guideline to basic features of Viindoo Project
    • New project
      • Create new project
      • Project basic configuration
        • Information settings
        • Project stages configuration
    • New tasks
      • Create new task
      • Other settings
  • Guideline to timesheet in the project
  • Setting advanced features of Viindoo Project
    • Collaborative Pads
    • Customer Ratings
    • Recurring Tasks
    • Sub-tasks
  • Record project revenue (Integrated with Sales, Timesheets, Accounting)
    • Link analytic account on sale order
    • Accounting
    • Analyze revenue
      • Project overview
      • Project revenue and costs analysis using analytic account
  • Record project cost (Integrated with Expenses, Timesheets, Accounting)
    • Expenses
    • Timesheets
    • Accounting
  • Project support requests handling tools (Integrated with Helpdesk)
• Timesheets
  • What to know to start with Viindoo Timesheet
    • Main features
    • Installation and configuration
      • Installation
      • Assign Permissions To Users
  • How to create Timesheets upon other apps
    • Create Timesheets upon Time off app
      • Steps to configure
      • Display the timesheet record after Time Off Validation
    • Create Timesheets upon Project app
  • Guideline to analyze employees’ effective hours
• Helpdesk
  • Overview of Helpdesk in Viindoo
    • Installation
    • Access Rights
  • Initial Configuration of the Helpdesk app
    • Stages
    • Helpdesk Team
    • Ticket Types
    • Ticket Tags
    • SLA Policy
    • Rating on tickets
  • Guidance for Ticket management
  • Steps to integrate other applications with Helpdesk
    • Apps installation
    • Integration with the Website app
    • Integration with the Livechat app
    • Integration with CRM
    • Integration with the Sales app
    • Integration with Timesheets app
• Maintenance
  • Installation and Access rights
    • How to install the Maintenance app
    • Maintenance access right
  • Configuration of Maintenance Teams, Equipment Categories and Maintenance Stages
    • Maintenance teams
    • Equipment categories
    • Maintenance stages
  • How to create equipments from Maintenance module
    • Configure basic information for an equipment
    • Description tab
    • Product Information tab
    • Maintenance tab
    • Worksheet tab
  • Auto-create equipment when receiving products
  • How to create and manage Maintenance Requests
    • Create a maintenance request
      • Maintenance request manual creation
      • Planned maintenance requests automatic creation
    • Manage maintenance requests
      • Following maintenance requests
      • Change maintenance request stage
  • Maintenance Reporting
    • Report in graph
    • Report in pivot table
    • Other reports
• Repairs
  • How to install and set up Repairs app
    • How to install Repairs app
    • App Authorization
  • Create Repair orders
    • Create repair order
      • Repair order general information
      • Information tabs on repair orders
        • Parts
        • Operations
        • Extra Info
        • Notes
    • Repairing at an internal location
      • Situation 1: Repairs at an internal company location
        • Create a repair order
        • Confirm the repair order
          • Step 1: Confirm the repair order
          • Step 2: Outgoing accessories and supplies as requested on repair orders
        • Start the repair
          • Request supplies
          • Consume components (supplies, accessories)
        • Finishing the repair
        • Confirm delivery
      • Situation 2: Repair customer’s product at a company internal location
        • Create a repair order
        • Print or send a quotation to customer
        • Start the repairing process
        • Finish repair and create an invoice
        • Confirm product return
    • Repairing at customer’s location
      • Step 1: Create a repair order
      • Step 2: Export parts and supplies as the repair order request.
      • Step 3: Start repair
      • Step 4: End repair, create invoices and delivery to the customer
    • Create Repair orders from Warranty claim
      • Install the integrating app
      • How to create repair order from Warranty claim
    • Create Repair orders from Maintenance request
      • Create a maintenance request
      • Create a repair order from the maintenance request
  • Reporting
    • Repair Analysis report
    • Orders report
• Warranty
  • Overview of Viindoo Warranty app
    • Main features
    • Installation
    • Access rights
  • Set up and manage the warranty information of the products
    • Vendor warranty information
    • Customer warranty information
    • Searching warranty information
  • Warranty management
    • Create a warranty claim
      • Warranty claim to a vendor
      • Warranty claim of a customer
    • Investigating warranty claims
  • Warranty reports