This documentation describes how to import service objects into the system using an Excel file. For it to go smoothly, it is important that the Excel file is correctly formatted and contains the necessary information. Tip Preparation of the Excel file General structure Column headings and accepted names The table…
Create template for order confirmation Now you can create your own template for your order confirmations for work orders. Use the same tags as for work order templates. Here you will find all tags. Upload the template under Group settings – Module settings – Work order settings. (Admin permissions required)…
News regarding Quotation The start page for Quotation has become a little more like orders. Not working? When you now click on “Not worked” in the time report, a time line is automatically added with the number of hours you are employed (e.g. 8 hours). Then select the type of…
Step 1. Activate the function Start by activating the “Invoiced to” function. You do this under Group settings – Module settings. To activate the setting, you need to have admin permissions. You mark the setting on the functions the field “other customer” should show. Step 2. Add customer Enter the…
Create filters in the Planner This works in the same way as all other places where you can create and save filters as default or favorite. How to create and save filter in the Planner From before, your favorite filters created in To do are also in Planner – Resource….
To work with Serviceprotocol.com, you need: If you do not have access to an account, or do not know if you have an account, please contact your supervisor. Chapter 1: Log in/get started Chapter 2: The To-Do List and Display Settings You can specify which date range you want to…
When you know the usual time required to perform a service When you create a new service object, you can enter the number of days normally needed for a service on the object. When you then post the work in the Planner, the system will adjust the time. Example: If…
Update 09.12 p.m (GMT +1) – Maintenance work finished On 5 November from 8 p.m (GMT+1) we close the Service Protocol for maintenance work. The work is estimated to take approximately 2 hour. We hope for your understanding for this break in order to carry out the necessary upgrades.
Service protocol has an open API. To access this follow these steps: (Admin permission to Serviceprotocol.com is required.) Do this: To retrieve information, you can call the various endpoints under each part. Example work order: https://app.serviceprotokoll.se/swagger/ui/index#!/RemoteWorkOrder/RemoteWorkOrder_GetArticlesCSV
If you have many pictures and documents to be added to a registry entry, it may be a good idea to create folders. You can find the symbol for creating a folder at the bottom of a register entry for customer, facility, service object. If the symbol is not present,…
