Manuals

To access the Management Area, enter the credentials you received via email after registration here:

Once logged into the Tech Away portal, you can manage and modify all the data related to your Account.

Requests: Define who can create a new request. If set to “No,” no one can create new requests—they will only come from the management system. Setting it to “Manager” allows only the manager to create requests, not the technician. If set to “Technician,” both the manager and technician can create new requests.

Interventions: Choose whether to use “intervention types” and related costs. By selecting “Multi-technician interventions,” you can allow the addition of more technicians to an intervention. Enable “Multi-day interventions” to allow the technician to add extra days to complete an intervention. “Intervention visibility” controls which interventions are visible to technicians: “All” means all technicians see everything, while “Own” restricts each technician to only see their own, and area managers see only theirs and their team’s. The “New intervention” option defines who can create a new intervention. Set to “No” means no one can create interventions except the management system; “Manager” allows only managers to create interventions; “Technician” allows both managers and technicians to create new interventions. Enable “Scheduling” to activate the scheduling system in the back office.

Machines and spare parts: Check “Use machines” if you want to manage machines in interventions and administration. If “Single machine” is checked, each customer can have only one machine associated with them. The “New machine” option determines if non-registered machines can be added: “No” prevents unregistered machines, “Entry” allows them but doesn’t save them in the registry, and “Save” allows them to be added and saved. The “Technician-editable machines” option specifies what actions a technician can take regarding machines in an intervention. If set to “Read-only,” they cannot add or delete machines but can still modify the serial number data. “Write” allows the technician to add or remove machines. The “New spare part” option controls whether a technician can add an unregistered spare part: “No” prevents it, “Entry” allows it without saving to the registry, and “Save” adds it to the registry. “Availability” determines if and how availability is displayed.

General settings: The “Technician category” function, if enabled, activates technician category management, allowing the manager to consult the calendar by agent group.

Prices and costs: Enable “Use prices” to display prices in the app, back office, and PDFs. “Use VAT” enables VAT usage in apps, back office, and PDFs. Activate “Use discounts” to apply discounts in the app, back office, and PDFs, for spare parts. The “Use base price list” feature, if enabled, allows for differentiated base price lists; if disabled, the price list code is ignored, and each product will have only one price. If using a “base price list,” enter the list code in “Default base price list.” The “Use client price lists” option enables custom price lists per client. “Use call cost” manages the use of call costs: “No” means no call costs are expected, “Manual” allows manual entry, and “Automatic” calculates costs based on configuration thresholds and parameters. Set “Use labor costs” to “Manual” to allow the technician to modify them manually, or “Automatic” to calculate them based on hours. If set to “No,” there will be no labor costs. “Use travel costs” manages travel costs: “No” means no travel costs, “Manual” allows manual entry, “Semi-automatic” lets the manager specify kilometers and then the system calculates the costs, and “Automatic” calculates costs based on client or destination kilometers.

In this section, you can define the call cost and the per-kilometer cost for travel, which will be calculated for the entire journey once the set kilometer threshold is exceeded. You can also specify the company email address to which a copy of the work report will be sent and the notification email for scheduling alerts.
Additionally, you have the option to upload your company logo in this section.

Click the “+” button to create a new integration, give it a custom name, and select the management software you want to integrate with, choosing between Danea EasyFatt or Fatture in Cloud.

Danea EasyFatt:
In Danea EasyFatt, go to Tools => Agents => Update products on App and paste the connection token in the “Settings” tab.

Fatture in Cloud:
In Fatture in Cloud, go to Settings, open the top-right menu (three dots […]), and select Linked Apps.
Click the “Link a New Application” button and paste this code: 8W8AQuQ8Yaj2LMvrFp0tff1vJHIY8PFw.
In the next step, select the company you want to link to Tech Away and proceed.
Here, you need to define the following permissions:

• Clients and Products => Read-only
• Work Reports => Full access

Then, click “Proceed.”
In the next step, an access token will be generated. Copy this token and paste it into the appropriate field in Tech Away.

Here, you can create categories to divide technicians (e.g., by area of expertise). Assign them a Code and a Name, which can be used in their respective configurations.

To create, modify, or delete a Technician’s profile, log into your reserved area. Go to Management => Technicians, and click the “+” button in the top right. Fill in the technician’s details by defining a Username and a Password.
Then set the hourly labor cost and decide the calendar view for the technician in the app (daily, weekly, or monthly).

Note: The labor cost field is available for Technicians, Clients, and Machines. If “labor cost” = automatic: The priority for applying it during an intervention is:

1. Machine (only if it’s a single-machine intervention, otherwise it moves to priority 2)
2. Client
3. Technicians (collaborating technicians are ignored in the calculation).

Finally, activate the license for the technician.

This section allows you to create, modify, or delete a Client’s details. Go to Management => Clients, and click the “+” button to insert a new Client and define their labor costs.
Use the “Locations” icon to view, modify, or delete the Client’s locations or add a new one by clicking “+”.
Click the “Interventions” icon to manage support requests. Use the “Machines” icon to view, insert, or delete the machines for a given client.
Click the “Interventions” button to view a client’s open interventions and the “Requests” button to view their requests.
Click the “Edit” icon to view or modify a Client’s details. Press the “X” button to delete the Client.

Note: The labor cost field is available for Technicians, Clients, and Machines. If “labor cost” = automatic: The priority for applying it during an intervention is:

1. Machine (only if it’s a single-machine intervention, otherwise it moves to priority 2)
2. Client
3. Technicians (collaborating technicians are ignored in the calculation).

Click the “+” button to create a new contract for a client. You can associate a destination and a specific “intervention type” (e.g., maintenance). Define the cost percentages to apply to intervention costs. For each contract, indicate the cost percentages for “extraordinary interventions” and their number. Once the extraordinary interventions are exhausted, ordinary ones will follow.

Click the “+” button in the top right to insert the Code and Brand of the Machines.

Click the “+” button in the top right to insert the Code and Type of the Machines.

This section allows you to create, modify, or delete Machine profiles under support. Go to Management => Machines, and click the “+” button in the top right to create the Machine profile by assigning it a code, description, and labor cost.
In the “Serial Numbers” folder next to the machine, you can list all the components of the Machine. Click “+” to insert the Machine’s serial number, customer, and location details.

Note: The labor cost field is available for Technicians, Clients, and Machines. If “labor cost” = automatic: The priority for applying it during an intervention is:

1. Machine (only if it’s a single-machine intervention, otherwise it moves to priority 2)
2. Client
3. Technicians (collaborating technicians are ignored in the calculation).

Allows you to create, modify, or delete machine spare parts. Go to Management => Spare Parts to insert the required parts for repairing Machines. Click the “+” button in the top right to insert a spare part. In the spare part profile, indicate the cost and the minimum quantity required for orders.

Allows you to create, modify, or delete an Intervention Type.
Go to Management => Intervention Types to catalog the various types of interventions that can be performed on a machine (e.g., inspection, warranty, etc.).
Click the “+” button in the top right to insert a new intervention, defining its code, name, and the related cost percentages to apply to intervention costs.

In this section, by clicking the “+” button in the top right, create folders within which you can upload your Documents, which will be visible to the technicians.

Here you can view and modify technical intervention requests made by Clients. Each request may consist of one or more interventions required to resolve the request.
Click the pencil icon to see the details of the requested intervention, including the priority level, insertion date, customer data, intervention description, and images related to the request.
By entering the “Interventions” folder, you will move to the “intervention list” where you can view the individual tasks (interventions) related to the associated “Request.”

Manage the Intervention Calendar to efficiently plan and monitor the technicians’ activities. The colored dot next to an intervention indicates the intervention status:

• Red => New draft intervention
• Blue => Intervention open, sent to the technician
• Green => Intervention completed

In this section, you can create a new intervention or view existing ones. Click the “+” button to create a new intervention. Specify the date and time of the intervention. Select the technician who will perform the task.
Choose the priority level for the intervention (high, medium, or low), and then select the intervention type. Select an existing client or create a new one. Specify a location if different from the client’s existing one. Copy the appointment details from the client or location.
Fill in the “intervention day,” indicating a rough start and end time for the intervention. Add any additional technicians and days if the intervention spans multiple days. Finally, send the intervention to the technician.

Here you can view the serial numbers of machines approaching their service deadlines for each customer. You can filter the search by a specific reference period.

By accessing the Reserved Area as Manager, you can import CSV files. This format is supported by the most popular spreadsheets like Microsoft Excel, OpenOffice, or LibreOffice.
Click your version to download the sample file as a starting point to create your database for importing.

• Technicians
• Clients
• Locations
• Machine Types
• Machines
• Brands
• Spare Parts
• Intervention Types

These imports can also be done from an Excel file by Copy/Pasting the data from the spreadsheet. Once the data is inserted into the importer, you need to specify if the file contains a header row (as in the sample files) and if you intend to remove any data not present in the file to eliminate outdated records.
In any case, the records in the archive will be updated with those being imported. In the final step, you will need to match the columns in the CSV file with the system’s importable fields. If there is no header row, as in the sample files, you can match the fields using the dropdown menus for each row.
The system may not automatically recognize the file structure, so you may need to specify the “Column Delimiter” and “String Delimiter” used in the file. Try changing these and press “Update Preview” to check if the system correctly recognizes the data for import.

Data is exported in CSV format; you can export the following data:

• Technicians
• Clients
• Locations
• Machine Types
• Machines
• Brands
• Spare Parts
• Intervention Types