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
    • Stages configuration
      • Project stages configuration
      • Task stages configuration
    • New tasks
      • Create new task
      • Other settings
  • Guideline to timesheet in the project
    • Recording Timesheets
      • Using the timesheet feature
      • Recording timesheets proactively
    • Employee Timesheet Management
      • Create a timesheet approval request
      • Timesheet approval
    • Employee Timesheet Analysis
      • The way to review employee’s timesheets
      • Add timesheet for employees
  • Setting advanced features of Viindoo Project
    • Sub-tasks
    • Task Dependencies
    • Recurring Tasks
    • Customer Ratings
  • Manage personal/private tasks in Viindoo
    • Access the personal task menu
    • Create and manage personal/private tasks
      • Create a personal/private tasks
      • Manage personal/private tasks
        • On the Kanban view
        • On the Calendar view
        • On the Activity view
        • On the Gantt view
  • Manage your project progress in Viindoo
    • Manage the progress of multiple projects
    • Manage the progress of a project
      • Manage the progress of project tasks with Kanban
      • Manage project progress with Milestones
      • Manage project progress with Gantt
      • Update project progress
      • View project reports
        • Tasks analysis
        • Burndown chart
  • Record project revenue (Integrated with Sales, Accounting)
    • Activate the Profitability feature
    • Link analytic account on sale order
    • Accounting
    • Analyze revenue
      • Analyze revenue from project
      • Analyze revenue from Analytic Accounts
  • Record project cost (Integrated with Expenses, Timesheets, Accounting)
    • Record project cost in multiple different ways
      • Expenses
      • Timesheets
      • Accounting
    • View cost statistics of project
      • Analyze cost from project
      • Analyze cost from Analytic Accounts
  • Project support requests handling tools (Integrated with Helpdesk)
    • Convert a project tasks into a support requests
    • View project support requirements
  • Project management with Scrum framework
    • Project planning with Scrum framework
      • Definition
        • Epic
        • User Story (US)
        • Story Point
        • Sprint
        • Scrum Team
        • Definition of Done
        • Acceptance Criteria
      • Project planning with Scrum
        • Establish the project and determine the project resources
          • Create Definition of Done
          • Create Scrum Team
          • Create Project
        • Build the Backlog (Create a list of tasks to be done)
          • Create Epic
          • Create User Story
          • Evaluate the User Story point using the Planning Poker method
          • Set up Sprints for the project
    • Project implementation with Scrum
      • Sprint planning
        • Create a sprint
        • Define Sprint Goals and Plan User Stories
        • Define Definition of Done and Acceptance Criteria
      • Update the progress of tasks completion
        • Transition the task status
        • Daily Meetings and Project Updates
      • Monitor the progress of implementation
    • Project reviews & retrospectives
      • Organize project review with involved parties (Project Review)
        • Statistics of the number of tasks, Epics, User Stories, and Poker cards in the project
        • Evaluate the overall progress of the project
        • Overall assessment of the completion level of each Epic and User Story
        • Summarize the estimated time
      • Organize the Project Retrospective
        • Reporting on the completion rate compared to the deadline
        • Evaluate performance of teams/members
        • Gather information for planning future projects
          • Completed points in a Sprint of Srum team/member
          • Compare actual/initially planned work time of each member
    • Reporting on Project efficiency
      • Project and sprint progress report
        • Sprint Burndown
        • Project Burndown
      • Reporting project velocity
• Timesheets
  • What to know to start with Viindoo Timesheet
    • Main features
    • Activation and configuration
      • Activation
      • Assign Permissions To Users
  • How to create Timesheets from other apps
    • Create Timesheets upon Time off app
      • Steps to configure
      • Display the timesheet record after Time Off Validation
    • Create Timesheets from 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
• Appointment
  • Overview of the Appointments App in Viindoo
    • Installation
    • Access rights
  • Get started with Appointments management
    • Basic settings for the Appointments App
      • Set up Teams for Appointments
      • Set up service tags for appointment classification and search
      • Classify and create appointments template with Appointment Types
        • Set up Working Time
        • Set up Website Booking
        • Create a Description for the appointment type
    • Integrate Appointments with other Apps to support customers
      • Integrate Appointments with CRM
      • Integrate Appointments with Sales
      • Integrate Appointment with Website
      • Link Appointment from Opportunity to Quotation/Order
      • Online Appointment Booking with Employee
  • Appointment scheduling in customer service
    • Customers book consultation appointments from the website
    • Sales agents take care of customers and finalize their purchases
      • Follow up on a sales opportunity
      • Create a sales quotation/sales order
  • Receive and manage appointments
    • Receive scheduled appointments
    • Manage appointments
  • Appointment Analysis Report
    • View report as an employee
    • View report as an appointment reception manager
• Maintenance
  • Activation and Access rights
    • How to activate the Maintenance app
    • Maintenance access right
  • Configuration of Maintenance Teams, Equipment Categories and Maintenance Stages
    • Maintenance teams
    • Equipment categories
    • Maintenance stages
    • Activity Types
  • Manage Equipments
    • Configure basic information for equipment
    • Parts tab
    • Description tab
    • Product Information tab
    • Maintenance tab
    • Worksheet tab
  • Auto-create equipment when receiving products
    • Product Configuration
    • Purchase products and create corresponding equipments
    • Manage equipment
  • How to plan for maintenance and manage maintenance requests
    • Maintenance planning
      • Planning maintenance on a fixed schedule
        • Configure maintenance frequency
        • Assign a maintenance team to the equipment
      • Planning maintenance on milestones
        • Configure the working hours schedule applied to an equipment
        • Define working frequency for the equipment
        • Configure maintenance schedules for the equipment
      • Planning maintenance on working hours
    • Create a maintenance request
    • 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
  • Repair orders Management
    • 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
      • Installing the application
      • 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