Show time utilization In the Planner, you can now see each user’s number of possible working hours. The number is taken from the user’s working hours setting and follows your selected view – month, week, day. At the top you see the total time for the entire workgroup. To the…
Set your notifications For each function, you can now choose how you want to receive the notification – email, SMS and/or push notification. You can make the settings in your account settings, which you can access by clicking on your username. On a computer, it’s at the top right. On…
Permission Description Other settings that affect / Good to know / Link to more information ACTIVITY LOG View all Everyone sees their own activity log, because no permission is required. With Show all, the user sees everyone’s activity log. You can access the activity log by clicking on your username…
Permission Description Other settings that affect / Good to know / Link to more information CHAT Create The user is allowed to create and name new chats. Permission Description Other settings that affect / Good to know / Link to more information SELF CHECKS Note that even a customer user…
Permission Explanation Other settings that affect / Good to know / Link to more information STORAGE Link: Storage View The user has the the permission to see storage. View assigned The user has the the permission to see an assigned storage. Create The user has the the permission to create…
Permission Explanation Other settings that affect / Good to know / Link to more information SERVICE View The user sees service orders. View assigned The user sees service orders assigned to the user. Create The user can create service orders. Edit The user can edit service orders. As an admin,…
Book an order in the Planner for a user group Your user groups are now also bookable in the Planner and appear in the list of technicians when you make a booking. New and updated articles New article with tags for price and VAT Handle user permissions is supplemented with…
Our broadband provider is performing a planned maintenance work on June 17th between 00:01 and 05:00 CEST. This means that Serviceprotocol.com is temporarily unavailable.
These tags can be used in all places where a price section is used, i.e. work orders, service orders, service protocols, sales orders and quotes. 1. Recommended summary box This is a practical example of how totals can be laid out in a template. Sum excl. VAT {Gross} Discount {Discount}…
Agreements can only be printed by creating your own print template, there is no standard print. The print template is uploaded under Group Settings – Agreement Settings. See attached file for instructions on how to build tables. Basic information Tag Description {AgreementNo} or {AgreementNumber} Agreement number including any number suffix…
