Create custom fields You can add your own fields for Work Orders, Service Orders, Customer, Facility, Sales Order, Purchase Order, Quotation, Service object...
Set tags Use tags to quickly see, find and sort customers, facilities, service objects or articles. Tags you put on the customer,...
Comments on orders Comments can be added to an order or quotation. The comments can be changed or deleted, displayed to 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 shows that you can process multiple articles, objects, functions, etc. at the same time. The collection function contains...
Customize and search in list view Search order Click this button to filter your search.Example: select those assigned to you, limit by date, customer, etc. Each...
Search tips Search is a free text search on many fields, so it can often be good to narrow and filter your...
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 You can export lists on certain orders and registers Download If you see this symbol, you can download a list....
Print Templates What is a print template? By creating your own document template (.docx) in Word, you can style your mailings exactly...
Report Under development This function can e.g. be used to report incidents, risks at work, status reports… Reports can be found...
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 several of you have simultaneously clicked Edit on an order or customer card and a user has saved a...