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Serviceprotocol.com User Manual

• Articles

  • Articles
  • Connect with suppliers
  • Delivery notes
  • Purchase order
  • Discount letter

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• Customer functions

  • Customer register
  • Add facility to customer
  • Create account for customer
  • Fault report
  • Discount letter

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• Getting started

  • Symbols and colors
  • Group and module settings
  • Upload registers
  • Connect with suppliers
  • Handle user settings and permissions

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• Integrations

  • Integrations with accounting software and ERP

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• Orders

  • Purchase order
  • Contact order
  • Sales order
  • Quotation

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• Resource planning

  • Chat
  • External resource
  • Statistics
  • Planner and Resource
  • Time reports

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• Service object

  • Service objects
  • Models
  • Model database
  • QR and barcodes
  • Create templates

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• Service order

  • Service order
  • Creating a Service protocol

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• Smart functions

  • Set tags
  • Save filter as Favorite
  • Comments in work or service orders
  • Create custom fields
  • Collection functions

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• Storage

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

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• Work order

  • Work order
  • Recurring Work order

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• Your account settings

  • Forgot your password?
  • Email and text messages
  • Handle user settings and permissions
  • My account
  • Time reports

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