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? When the upload is complete, it will…
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, Purchase 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….
A customer is what binds the service system together and contains everything from facilities and 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…
If you want a customer of yours to be able to log into serviceprotocol.com to keep track of what is being done, you add the customer as “customer user”. A customer user only sees “his” service orders, work orders, service items and facilities. Just like with regular users in the…
Läs också: En serviceorder är ett planerat underhåll och ligger som underlag för att skapa ett serviceprotokoll. Beroende på vilka inställningar du valt kommer automatiskt kommentarer från föregående service upp och vilket material som bör användas för den typ av service det är dags för. Servicesystemet håller själv ordning på…
Perform a service and a service protocol is created automatically. Click the Service order in the To-Do list that you want to manage. Go to the bottom of the page. By clicking Perform service or, if service has started, Continue, you will be taken directly to a service protocol and can start performing service and fill in…
Articles that are added to the article register appear as suggestions in various views in the system when articles are to be added, such as e.g. in a work order, when articles have been used. Read more about adding article on order. On the article register, you can see in…
With the timer function, you can easily register and keep track of travel time, working time, overtime and kilometers for different orders. Start the clock and let it handle the calculation! Which possibilities you have depends on the settings you have made in Timer settings for kilometers, travel time, working…
Read also information for administrators concerning Time report module settings, time codes and descriptions, user permissions … In the Time Report, you see and add your time worked. Time report can be found under the Function menu. The system itself can report time from orders. If this has been set…
