New function on customer card – Customer type There is now a new field at the top of the customer card – TYPE – where you specify whether the customer is a Business or Private. By default, Business is selected when you add a new customer and on the customers…
Drag and drop files On all orders, you can now drag in files and folders just like before on the customer card. Click on the folder symbol when you want to create a new folder. Give the folder a name and click Create. Drag and drop files into folders from…
If you do not have integration with an accounting system that will be connected with Serviceprotocol.com but are sending documents to someone responsible for invoicing, you can use the Email integration. An email address to which invoice documents (pdf) are sent can be specified in the integration, but it is…
VAT or not on customer record In customer settings there is a new setting option – Show VAT type. When you select this setting, a field is added to the customer card where you choose whether VAT should be displayed on the customer’s orders, agreements, quotes, etc. As default NormalVAT…
Now you can add articles for purchase directly to the correct supplier When you click on the shopping cart on an order, a popup opens – Add to Purchase Order. In the popup you can now see and choose from the suppliers you have registered for the article. A small…
Here are described different ways to see if a protocol or booking confirmation has been sent. On orders and protocols In the header of the order you will see the latest sent – when, by whom and to whom. Click on the small arrow and a list of all sent…
Are there more people than you on an order? If more than one person has simultaneously clicked Edit on an order or customer card, you will see a symbol for each person in the upper left corner. The function is, for now, only available on computers and tablets, not on…
Introduction As a customer user you have the opportunity to, with your own account, log in to Serviceprotocol and keep track of your service orders, work orders, service objects and facilities. You can also send fault reports if you have the permission to do so. The permissions for your account…
If more than one person has simultaneously clicked Edit on an order or customer card, you will see a symbol for each person in the upper left corner. Keep in mind that the changes you make may overwrite changes your colleague makes. The function is, for now, only available on…
Create templates and you will avoid a lot of boring repetitive work and copying of service points and information. The system contains several different template functions: You can see that you can use a template by the text Select template (except for the email template). This is what it looks like…
