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USER
Check in - See which users are checked in
Active checkins - See which users are checked in on tasks
Sms communication - Communicate with users and teams by sms
Personale note - Add personale note
Contact information - shows contact information for a team
CRM
Search company - Search in all the companies in the system
Companies from filter - Search in all the companies in the system with filter
CRM account graph - Shows a graph of desired customers
Tasks
My tasks - Shows a list of tasks from the user
Task from filter - Shows a list of tasks with added filter
Pend. invoicing - Shows a list of tasks that are ready for invoicing
Upcoming - Shows a list upcoming of tasks
Task from pool - Shows tasks from pool
Hours
Checkout notes - Shows a list for check notes from app users.
Invoiced within estimate - Shows a graph of invoiced within estimate
Work plan
Who is at work - Shows a list of who is at work
Work plan - shows an overview from work plan module
Persons
Persons from filter xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Calendar
My appointments - shows an overview of your appointments in Microbizz
Team calendar - shows an overview of a teams appointments in Microbizz
Planning
My production plan - shows what has been planned for you today or during the upcoming days.
Others production plan- shows what has been planned a team today or during the upcoming days
Employee capacity – shows capacity for a user
Routes - shows the routes that are planned for you.
Invoicesxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
My EDI´s –
EDI´s from filter -
My invoice – shows your invoices
Report
Microreports – Shows an micoreport based on data from the report module
Latest notes – Shows a report with notes from companies, equipment etc
Filter – shows a report based on filters
User defined -shows a user defined report
Standard - shows an standard based report
Salesxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Equipment
My equipment – the equipment you have picked up.
Equipment / task overview – shows withs equipment are booked/ taken to a job
Project(?)xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
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Reminder
My reminders – shows your reminders
Pending – shows warnings
Week list ------------------------------
Duties-----------------------------------
Start
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content, scroll down to the bottom of the page, and click on "Click to add contents":
You will then be presented by a dialog box, where you have to fill out the following information:
Title: The title for the info box
Module: Choose any of the available modules in your Microbizz solution. Here is a list of the most common ones with various ways to display information from them:
CRM:
Search company
Companies from filter
CRM account graph
Calendar:
My appointments
Team calendar
Course:
My lessons
Attendance
Equipment:
My equipment
Equipment / task overview
Hours:
Checkout notes
Invoiced within estimate
Inspection:
My inspections
Invoices:
My EDIs
EDIs from filter
My invoices
Person:
Persons from filter
Planning:
My production plan
Others production plan
Employee capacity
Routes
Process:
Awaiting action
Process pipe
Project:
Project from filter
Reminder:
My reminders
Pending
Week list
Duties
Report:
Microreports
Latest reports
Filter
User defined
Standard
Sales:
My sales
My sales (graph)
My calls
Campaign status (graph)
Sales pipe
Team performance
My quotations
Filtered quotations
Start:
Static reports
News
External app
Support:
Tickets from filter
Tasks:
My tasks
Task from filter
Pend. invoicing
Upcoming
Task from pool
User:
Check in
Active checkins
SMS communication
Be aware that it's nessecary that he user is configured to be recieving the SMS through this setting on the user profile:
Personal note
Contact information
Work plan:
Who is at work?
Work plan
One example - endless possibilities
The creation of content to start / overview pages in the description above covers only one of many possibilities.
Apart from extracting all sorts of different information, a wide range of different visual representations are also available. Below we have added a few images of some of the most popular features.
Module: Reminder - Box type: Pending
Module: User - Box type: Active checkins
Module: Reminder - Box type: Week list
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