Customer register A customer is what binds the service system together and contains everything from facilities and service objects to orders and...
Add facility to customer Facilities are usually specified as a physical location, but it can also be fictitious, this to create a service order...
Register – Person of contact In the register of contact persons, you will find all contact persons added to customer cards, facilities and orders. Click...
Create account for customer If you want a customer of yours to be able to log into serviceprotocol.com to keep track of what is...
Fault report Felanmälan hittar du under menyn Utför men också inne på ett serviceobjekt, längst ner under knappen Lägg till. En kundanvändare...
Discount letter Discount letters are used to keep track of agreed customer discounts. You can create several discount letters with different discount...
Agreement Under menyn Service hittar du Avtal. Här kan du: Avtal kan också genereras direkt från en Offert eller skapas genom att duplicera ett befintligt...
Agreement types You use agreement types to make it clearer what kind of agreement is on an object. You create your own...
Message log All e-mails and text messages* you have sent are listed in the Message log. . Click on your username, scroll...
Invoiced to Step 1. Activate the function Start by activating the “Invoiced to” function. You do this under Group settings – Module...
How address and contact are retrieved Address New work order, service order and sales order If an address is missing, the system moves on and looks...
The customer user’s guide to Serviceprotocol.com Introduction As a customer user you have the opportunity to, with your own account, log in to Serviceprotocol and keep...
Have I sent the protocol? Here are described different ways to see if a protocol or booking confirmation has been sent. On orders and protocols...