Get started instructions Contact och sellers or educators if you want advice and assistance. 1. Create an account Go to our website and...
Basic guide for technicians To work with Serviceprotocol.com, you need: If you do not have access to an account, or do not know if...
Symbols and colors The system has a number of symbols and colors as standard to make it easier for you. If you don’t...
Group and module settings Administrator account The person who creates the group automatically receives administrator permissions. They can then grant admin permissions to any...
Add user Each new user generates a new license. Your charge will change automatically. Adding a new user requires admin permission. How...
Handle user settings and permissions As an administrator, you can manage permissions for your users and your customer users. By setting permissions, you give users...
Upload registry With our templates, you can create files for uploading your records yourself. To be able to upload admin permission is...
Create custom fields As an administrator, you can add your own fields for Work Orders, Service Orders, Customer, Facility, Sales Order, Purchase Order...
Email and text messages Serviceprotocol.com contains several ways to send messages to customers – booking confirmation, order confirmation, protocol, messages to and from customers...
Create self-check templates By creating a template for Self-check, you can easily specify the type of Self-check to be carried out and how,...
Printouts These instructions apply to the standard printouts that are built into the system. If you have made and use your...
Connect with suppliers So-called EDI connection to suppliers makes it easy to order goods to orders. When the connection is in place, you...
How to import service objects from Excel This documentation describes how to import service objects into the system using an Excel file. For it to go smoothly,...