Customer functions

A customer is what binds the service system together and contains everything from facilities and service objects to orders and...

Facilities are usually specified as a physical location, but it can also be fictitious, this to create a service order...

In the register of contact persons, you will find all contact persons added to customer cards, facilities and orders. Click...

If you want a customer of yours to be able to log into serviceprotocol.com to keep track of what is...

Felanmälan hittar du under menyn Utför men också inne på ett serviceobjekt, längst ner under knappen Lägg till. En kundanvändare...

Discount letters are used to keep track of agreed customer discounts. You can create several discount letters with different discount...

Under the menu Service you find Agreement. Here you can: Agreements can also be generated directly from a Quote or...

You use agreement types to make it clearer what kind of agreement is on an object. You create your own...

All e-mails and text messages* you have sent are listed in the Message log. . Click on your username, scroll...

Step 1. Activate the function Start by activating the “Invoiced to” function. You do this under Group settings – Module...

Address New work order, service order and sales order If an address is missing, the system moves on and looks...

Introduction As a customer user you have the opportunity to, with your own account, log in to Serviceprotocol and keep...

Here are described different ways to see if a protocol or booking confirmation has been sent. On orders and protocols...