Fault report can be found under the menu Execute and on a Service object, at the bottom, under the Add button. A customer user can also add a fault report, if you have set that permission. Read more about customer user here. Handle fault reports When a new fault reports…
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…
Where are QR and barcodes used? Service object When you add a new service object, a QR code is automatically created for the service object and shown on the service object record. Condition: That the Module setting – Service object setting “Show QR for service objects” is selected. Requires admin permissions. Articles When…
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…
With our templates, you can create files for uploading your records yourself. To be able to upload admin permission is requiered Using Fortnox och Visma? Read more here. Start by downloading a template file Edit the xlsx-file Upload the file Doesn’t it work? A common error is that formatting remains…
So-called EDI connection to suppliers makes it easy to order goods to orders. When the connection is in place, you just enter the order number when ordering and the articles are then pushed straight into the order in the system. In the list below, you can see which suppliers we…
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….
