When you want to hire colleagues or subcontractors who will carry out the work for your company, but at the same time have all documentation available in serviceprotocol.com, you can connect them as an external resource. An external resource only sees the information you have assigned to the resource, normally the…
Kontaktorderfunktionen är utformad för att hjälpa dig att bygga och stärka relationer genom varje steg i din kontakt med kunden. Kontaktorder är ett enkelt och smart CRM-system *. Till exempel: En stor fördel med funktionen är att du som säljare arbetar i samma system som övriga i koncernen eller företaget….
Under Purchase orders, you manage all your purchase orders. You can quickly add a purchase order, send it via email, print it, upload attachments, etc. And, if you use the function Storage, when the order is delivered – make a delivery to a storage. Search purchase order Click this button…
As an administrator, you can manage permissions for your users and your customer users. By setting permissions, you give users the permission to use certain parts of the system. These parts can e.g. be the ability to create and modify items, or only perform work or service orders. To grant and change permissions for users in the system, you need…
Offert-funktionen hjälper dig att snabbt skriva ihop en offert med alla nödvändiga uppgifter. Du hittar funktionen under Utför. Offerten kan skrivas ut t ex som pdf eller e-postas direkt till kunden. Har ni aktiverat digital signering får kunden en länk för att acceptera och signera offerten. När kunden godkänt offerten genererar…
Sales order To print a delivery note when selling, click Print – Print delivery note at the bottom of a sales order. Purchase order When a supplier has sent a delivery note and it has been processed in the system, it is displayed here. Only delivery notes that have not…
Felanmälan hittar du under menyn Utför men också inne på ett serviceobjekt, längst ner under knappen Lägg till. En kundanvändare kan också lägga till en felanmälan. Läs mer om kundanvändare här. Hantera felanmälningar När en ny felanmälan läggs till visas en röd cirkel i menyn. En siffra talar om hur…
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, the more internal e-mails and notifications. General information If you…
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…
