Spotilla · Documentation
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Customers and price lists
- How do I add a customer contact and link the customer to a folder?
- How do I create a customer and update customer details?
- How do I create a price list and link customers to it?
- How do I set up customer groups, additional details and discounts?
- How do I update price list prices and check their history?
Attributes and device cards
Document management and mobile attachments
Integration-specific instructions
- How do I activate the Zapier connection in Spotilla?
- How do I configure the LemonERP connection in Spotilla?
- How do I configure the MBC connection?
- How do I enable the Abax connection and link a device to a Spot?
- How do I enable the Mapon connection and link a device to a Spot?
- How do I save Netvisor connection credentials?
- How do I set up the KIHO connection and link a device to a Spot?
- How do I set up the Procountor connection in Spotilla?
Integrations and IoT
Folders and Spot structure
Users and permissions
Utilisation monitoring and meter settings
Signing in and your workspace
Dashboard, history and exports
Shared service settings
Service request settings and public form
Handling service requests
- How do I add a comment or send a message on a service request?
- How do I complete a service request and check its related work?
- How do I create a service request for a device or Spot?
- How do I find a service request and assign Responsible workers?
- How do I forward a service request or transfer it to a task?
Long-term maintenance
Reporting tool
- How do I add a report to a page and arrange reports?
- How do I choose the right report and chart type?
- How do I create a comparison report and keep its filters?
- How do I create or copy a report page?
- How do I filter a report by time, Spots and other information?
- What should I do if a report is empty or does not load?
Contracts and billing details
Organising a Spot’s files
Advanced Spot management
Spot basics
Spot content and monitoring
Offers
Task forms and task templates
Performing a task
Task management
AI assistant and order portal
Announcements and notifications
Suppliers and purchase orders
- How do I add a vendor and its products?
- How do I create and process a purchase order?
- How do I link a purchase order to work and complete its messages?
- How do I receive a purchase order into stock?
- How do I respond to a product inquiry sent from Spotilla?
- How do I send a product inquiry to a vendor?
Recurring maintenance and maintenance routes
Time entries and costs
Products and spare parts
Worktime management and approval
- How do I approve time entries or revoke approval?
- How do I check the Worktime Report and mark log entries as processed?
- How do I configure a work time rule and log entry types?
- How do I handle absences and an excessively long worktime entry?
- How do I use the worktime calendar and process multiple entries?