The Handyman integration with Uniconta connects your ERP processes with your field service operation. Uniconta remains at the centre of your core business processes, while Handyman provides the specialised tools for planning, managing and documenting service work in the field.

Relevant information is exchanged automatically between the two systems, helping work move smoothly from order to field service and back into the business process for invoicing. This reduces the need for manual import, export and duplicate data entry while keeping ERP and field service connected.

The integration transfers relevant business and service information between Uniconta and Handyman, with the exact data flow depending on how the integration is configured and whether you work with Sales Orders or Projects.

From Uniconta to Handyman, this can include customers, addresses and contacts, employees, items and prices, stores and stock information, as well as Sales Orders or Projects. From Handyman to Uniconta, relevant information from the service process can be transferred back, including order information, time and material registrations, and documents and service reports.

This keeps the information needed for field service and the wider business process connected without requiring the same data to be handled manually in both systems.

Yes. Orders can be created in both Uniconta and Handyman, giving your organisation flexibility in where the service process begins. 

Once the order is part of the connected workflow, Handyman can support the field service process from planning and execution to time, materials and documentation, while relevant information can be transferred back to Uniconta as the work progresses.

Yes. The Handyman integration with Uniconta can support workflows based on either Sales Orders or Projects, allowing the integration to fit different ways of organising service work in Uniconta. 

The two scenarios use different mappings for orders and cost elements, while Handyman provides the field service workflow for planning, execution and documentation. This means organisations can connect Handyman with the Uniconta setup that best reflects how their service business is structured.

Service work is carried out and documented in Handyman, where technicians can register the time, materials and other information related to the job. Once the work is completed, relevant information can be transferred back into the business process in Uniconta.

When an order is approved in Handyman, the integration supports automatic invoice creation in Uniconta. This creates a more direct path from completed field work to invoicing and reduces the need to transfer information manually between the service organisation and the ERP system. 

Items and relevant stock information are transferred from Uniconta to Handyman, giving the service organisation access to the material information needed for field service while Uniconta remains the source for this data.

Stock information is updated periodically rather than synchronised in real time. In the standard integration, store content from Uniconta is transferred to Handyman on a nightly basis, helping keep the information available in Handyman aligned with Uniconta. 

Uniconta and Handyman have different but complementary roles. Uniconta manages the core ERP processes around customers, items and stock, orders or projects, financial processes and invoicing. Handyman extends these processes into field service, providing the specialised tools needed to plan, manage, perform and document service work.

In Handyman, service organisations can manage service orders, technicians, equipment and service contracts, while capturing time, materials and documentation as part of the work in the field. Equipment and service contracts are specifically handled within Handyman's Service Management functionality. 

The integration connects the two, allowing each system to focus on what it does best while relevant information moves between ERP and field service.