Create custom fields As an administrator, you can add your own fields for Work Orders, Service Orders, Customer, Facility, Sales Order, Purchase Order...
Set tags Use tags to quickly see, find and sort customers, facilities, service objects or articles. Tags you put on the customer,...
Save filter as Favorite You can create favorites in any place where there is an option to set a filter as well as a...
Collection functions This symbol indicates that you can process several articles, objects, functions at the same time. The collection function contains different...
Customize and search in list view Choose categories and sort lists to suit your needs. Choose categories Select list view by clicking on the right part...
Search tips The search is a free text search, which is why it can sometimes be good to be able to narrow...
Serviceprotocol as app Serviceprotocol.com is a web-based service that can be used on your mobile phone or tablet as well as on your...
Export register There are two ways to download registers or a list, via Group Settings and via certain orders and registers. Download...
Print Templates Update 250223: Tags for Purchase order Update 250223:New example template for service protocol uploadedNew tags for printing specific service check...
Report This function can e.g. be used to report incidents, risks at work, status reports… Reports can be found under the...
Upload documents and images to folders If you have many pictures and documents to be added to a registry entry, it may be a good idea...
Sign Here we have gathered information about signing. At the bottom there is information about settings regarding signing for administrators. If...
Templates Create templates and you will avoid a lot of boring repetitive work and copying of service points and information. The...
Warning when someone else also changes the same order or customer card If more than one person has simultaneously clicked Edit on an order or customer card, you will see a symbol...