Documentation

Welcome to the VISOTASK® manual. Find comprehensive step-by-step guides for all features — organized by user role.

Administrator

Full access to all features: bookings, users, forms, reports and settings.

1

Getting Started as Administrator

Basics

 2

Manage Bookings

Bookings

 3

Manage Users

Administration

 4

Manage Tickets

Orders

 5

Forms and Form Builder

Forms

 6

Documents and Templates

Documents

 7

Checklists

Checklists

 8

Reports

Reports

 9

Settings and Configuration

Administration

 10

Calendar Integration

Integrations

Dispatcher

Field service planning, technician assignment, slot management and absence tracking.

1

Dispatch Overview

Basics

 2

Assign Technicians

Dispatch

 3

Slot Management

Dispatch

 4

Manage Absences

Dispatch

Technician

Mobile field overview, documentation, checklists and report generation.

1

Mobile App for Technicians

Basics

 2

Document Fieldwork

Fieldwork

 3

Create Report

Fieldwork