Create custom fields
As an administrator, you can add your own fields for Work Orders, Service Orders, Customer, Facility, Sales Order and Quotation....
- Home
- Getting started
Getting started
-
-
To Do
When you sign in to the system, you start at the Perform – To Do menu. Here you see orders... -
Email and text messages
Serviceprotocol.com contains several ways to send messages to customers – booking confirmation, order confirmation, protocol, messages to and from customers... -
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 the permission to use certain... -
Create templates
Create templates to avoid a lot of tedious work and copying of service components and information! The system contains several... -
Printouts
These instructions apply to the standard printouts that are built into the system. If you have made and use your... -
Symbols and colors
The system has a number of symbols and colors as standard to make it easier for you. If you do... -
Group and module settings
Administration account From Aug 2023, a new customer creating a group (i.e. the first account created for your company) automatically... -
Upload registers
There are several ways to upload a registry to the system. With templates found on the page Upload you can... -
Add user
Each new user generates a new license. Your charge will change automatically. To add a new user to the system... -
Connect with suppliers
So-called EDI connection to suppliers makes it easy to purchase goods for orders. When the connection is in place, you... -
Export register
There are two ways to download registers or a list, via Group Settings and via certain orders and registers. Download...
Don’t find the answer here?
Vi hjälper dig!
Kontakta supporten
