• Model database

    Currently there is only one database with compressor models Compressed air available. The database is administered by serviceprotocol.com and Tryckluftservice.se. Changes in the model database can only be made by a person with special authorization. If you want to use it, add it under Group settings. Administrator login required. If…

  • Models

    To upload registers to the models, see Upload registers By entering models into a Model Register and then linking service objects to the model, you can make changes to a model and then quickly update all service objects of that model by using the function update linked service objects. To…

  • Comments in work or service orders

    You can add comments to a work or service order. The comments can be changed or deleted, displayed to the customer or only internally. You can add a comment in two ways. In the list view: Click on the speech bubble on the right of a work order. In an open…

  • Add facility to customer

    Facilities are usually specified as a physical location, but it can also be fictitious, this to create a service order that contains all objects that are to be performed simultaneously in the facility. Facilities have an address and contact persons and it may contain service points to be reviewed when…

  • Storage

    In Storage, you can create several different Storages. Items are easily moved between the different Storages. Inventory contains inventory lists, registration of inbound and outbound deliveries, inventory and transaction history. The system also handles updating of stock items that are, for example, in service technicians’ cars. Storages have a variety…

  • Set tags

    Use tags to quickly see, find and sort customers, facilities, service objects or articles. Tags you put on the customer, the facility and/or the object are included with orders. Tags can also be placed on Work Orders, Service Orders, Sales Orders, Purchase Orders and Contact Orders – everywhere you see…

  • Statistics

    With the Statistics feature you can retrieve statistics on the work performed, consumption of articles and time spent on a customer, a facility etc. The results from your searches in the statistics can be downloaded in a csv file so that you can, for example, process the data further or use…

  • Discount letter

    Discount letters are used to keep track of agreed customer discounts. You can create several discount letters with different discount rates, enter different discounts on different article groups in the same discount letter or discount on everything. That way, you do not have to remember if a particular customer received…

  • Sales order

    A Sales order (SA) can be created in several ways: Search Sales orders  Click this button to filter your search.Example: select those assigned to you, delimit by date etc. You can scroll through sales orders, partly by clicking on an order in the list, and partly by scrolling with the…

  • Printouts

    These instructions apply to the standard printouts that are built into the system. If you have made and use your own print templates, these are the ones that apply. Here we give tips on the different settings for your prints that can be made and where to make the settings…