Getting started

Administration account From Aug 2023, a new customer creating a group (i.e. the first account created for your company) automatically...

Each new user generates a new license. Your charge will change automatically. To add a new user to the system...

As an administrator, you can manage permissions for your users and your customer users. By setting permissions, you give users the permission to use certain...

There are several ways to upload a registry to the system. With templates found on the page Upload you can...

The system has a number of symbols and colors as standard to make it easier for you. If you do...

When you sign in to the system, you start at the Perform – To Do menu. Here you see orders...

As an administrator, you can add your own fields for Work Orders, Service Orders, Customer, Facility, Sales Order and Quotation....

Serviceprotocol.com contains several ways to send messages to customers – booking confirmation, order confirmation, protocol, messages to and from customers...

Create templates to avoid a lot of tedious work and copying of service components and information! The system contains several...

These instructions apply to the standard printouts that are built into the system. If you have made and use your...

So-called EDI connection to suppliers makes it easy to purchase goods for orders. When the connection is in place, you...

There are two ways to download registers or a list, via Group Settings and via certain orders and registers. Download...