• Customer’s order number

    When you create an order, the customer’s order number comes from the function you are creating the order from. For the “Customer’s order number” field to be displayed, the Customer Setting “Show order number (also applies to orders)” is required. The Customer Order Number field and Fortnox The information in…

  • New settings January – February -26

    To make it a little easier for those of you who are choosing service protocol settings, here is a summary of new possible settings added in January – February this year. Service object settings Standard Service object status If you set which status should be the default, you don’t have to…

  • Tips for using the system smarter and faster

    Learn some keyboard shortcuts Use these keyboard shortcuts = Alt Unfortunately, it doesn’t work on Mac. See all keyboard shortcuts here. cogwheel = shortcut Use the gear in lists to quickly Assign, Change, Execute or continue an already started service order. Is your list of orders loading slowly? Set a…

  • 26-02-10 – Customers order number, quote from fault report …

    The customer order number moved We moved the customer order number field to the top of the order. This applies to all features. The field is now located as in the pictures here, just above any custom fields you may have defined. Create quote from fault report At the bottom…

  • 26-02-05 – News on tags, comments …

    Subscribe on tags Set which tags you want to subscribe to in your Account Settings and you will receive a notification when a tag is used. You can access Account Settings by clicking on your username. Tags on quotations and fault reports Now you can also set tags on quotes…

  • Add service object information

    Here we describe the different fields that are available when you add a service object – in the form and in the Service Object wizard. Information about the different ways to add a service object please read the article Create service object. Use the wizard or not? Please note that…

  • How to set service intervals

    At the bottom of a service object record you find the heading Service intervals. On a service intervall you can set: You can specify several different service intervals with different templates and service parts. When you perform a service order, you can also add service templates and service points (if…

  • Statistics split on Time report

    NOTE: This is a special solution and before you as an admin choose this setting, we recommend that you contact us for more information. This setting opens special fields where you can enter how you have distributed your working time during the day. All hours must be distributed by yourself….

  • Information about price changes

    We are continuously working to improve Serviceprotocol.com and to develop new features. Despite this, the price for a standard license has remained at €50/month since 2018. To maintain our service level, we will implement a small price increase. The new price for a standard license will be €52/month (a 4% increase)….