support.serviceprotokoll.se

Articles

• Articles
• Add article on order
• Time articles
• Additional articles
• Article group
• Sub articles
• Purchase order
• Delivery notes
• Connect with suppliers
• Supplier

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Customer functions

• Customer register
• Add facility to customer
• Register – Person of contact
• Create account for customer
• Fault report
• Discount letter
• Agreement
• Agreement types
• Message log

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Getting started

• Group and module settings
• Add user
• Handle user settings and permissions
• Upload registers
• Symbols and colors
• To Do
• Create custom fields
• Email and text messages
• Create templates
• Printouts

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Integrations

• Integrations with accounting software and ERP
• API

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Orders

• Contact order
• Purchase order
• Quotation
• Sales order
• Project (beta)

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Resource planning

• Planner – Calendar and Resource
• Assign
• Timer
• Time reports
• Chat
• External resource
• Create own Booking types
• Rental (beta)
• Statistics
• Timer

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Service object

• Service objects
• Models
• Model database
• Create templates
• QR and barcodes
• Leak detection
• No next service?
• Using NFC tags

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Service order

• Service order
• Creating a Service protocol
• Service collision time span
• Order types
• Comments in work or service orders

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Smart functions

• Create custom fields
• Set tags
• Save filter as Favorite
• Collection functions
• Customize and search in list view
• Search tips
• Serviceprotocol as app
• Export register
• Templates .docx
• Report

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Storage

• Storage
• Storage items
• Stocktaking
• Transaction history
• Settings concerning Storage
• Import a storage / inventory

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Work order

• Work order
• Recurring Work order
• Comments in work or service orders
• Order types

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Your account settings

• Forgot or want to change your password?
• Email and text messages
• Handle user settings and permissions
• My account
• Time reports
• Add user
• Notification and e-mail settings in My Account
• Sync with Google
• Subscribe to Calendar
• Choose your language

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