Serviceprotocol.com contains several ways to send messages to customers – booking confirmation, order confirmation, protocol, messages to and from customers directly in an order, etc. as well as messages within your group. First we present e-mail functions to your customers, then more internal e-mails and notifications. General information If you want to send…
When you sign in to the system, you start at the Perform – To Do menu. Here you see orders that have not yet been performed or need to be handled. What you see depends on your user rights in the system. Maybe you see only the orders you have…
When you add a new service object, a QR code is automatically created for the service object. The same applies to articles in the article register. For articles, you can also create barcodes. Print the QR code and / or barcode and paste it on the service object or the article. QR code and barcode can be…
With the chat, you keep in touch with each other easily. You can create multiple channels, channels on different topics, private channels for one or more of your colleagues or send an instant message to an individual in your group. Tip! Use Chat as a Newsletter! Information that needs to go…
Each new user generates a new license. Your charge will change automatically. To add a new user to the system the administrator permissions. How to add a new user Add a View Only Users Should an employee, etc., only be able to read, not be able to add or change…
There are several ways to upload a registry to the system. With templates found on the page Upload you can create files for uploading many kind of registers: customer, work orders, articles, contacts … If there are no templates or you need help with this don’t hesitate to contact us….
So-called EDI connection to suppliers makes it easy to purchase goods for orders. When the connection is in place, you just enter the order number when ordering and the articles are then pushed straight into the right order in the system using a so-called EDI connection. In the list below,…
As an administrator, you can add your own fields for Work Orders, Service Orders, Customer, Facility, Sales Order and Quotation. In this way, you adapt the Service Protocol to your specific needs. If you add suggestions for content in the field, these are displayed in a dropdown list. In this…
A customer is what binds the service system together and contains everything from facilities ans service objects to orders and service protocols. The customer contains a name and a unique customer number. The customer number is used for connection with accounting software and to be able to easily distinguish customers….
Customers can sign in to the service system to keep track of what is being done. A customer who is invited is bound to that customer’s service orders, work orders, service objects and facilities. Just like with regular users in the system, rights for customers can be set. If one…
