In the supplier register, you add and manage the list of your suppliers. Add supplier to the Supplier Register You can either upload an xls file with details of suppliers or add them manually in Register – Suppliers. Upload records Example file for uploading suppliers can be found under Group…
Add image to a service component description, add logo to subgroups, change the order of your custom fields and set “comment required” on self-controls.
What is a print template? By creating your own document template (.docx) in Word, you can style your mailings exactly how you want them, with logos, backgrounds, footers, etc. and choose which information to include. To create the template and include the information you want on the printout, use and…
Show large images New Service Protocol Setting – Print settings – Show Large Images. Then the pictures will fill the entire page of the service protocol.Requires that you have selected Show images in the “Show images” setting. Pictures on a work order printout always fill a whole page. Change Assigned…
Lots of news regarding the sending of e-mails this time! Sending a message on a work order fetches more contacts, in purchase orders e-mail addresses are fetched according to a new order.
On service orders, you will see attachments and more news…
There are two ways to download registers or a list, via Group Settings and via certain orders and registers. Download If you see this symbol, you can download a list. You can filter the list by performing a search, for example on a customer name. Export registers via Group settings…
Create article groups You create article groups by entering a name in the Article group field on an article. Being able to add new article groups is a user right. If you do not have that permission, you can only choose between already existing article groups. Article group is a…
When an employee leaves, you inactivate their username. Inactivate means that the user remains in the system but you do not pay a license for the user. You do not need to report when inactivating or activating users. The system handles this automatically so that you are always charged the…
Service object New collection function. Be able to specify and change the number of service orders to be generated on several service objects at the same time after service has been performed.If you have many service objects, it is advisable to use the search function and enter a filter before…
Serviceprotocol.com is a web-based service that can be used on your mobile phone or tablet as well as on your desktop computer or laptop. No app installation or download required. TIP: Create a shortcut among your apps to quickly find app.serviceprotocol.com. That way you don’t have to enter the address…
