Currently there is only one database with compressor models Compressed air available. The database is administered by us (serviceprotocol.com) and Tryckluftservice.se. Changes in the model database can only be made by a person with special authorisation. If you want to use it please contact support. If you want to use…
For instructions how to upload a model register see Upload a register. By entering models into a Model Register and then linking service objects to the model, you can make changes to a model and then quickly update all service objects of that model by using the function update linked…
Comments can be added to an order or quotation. The comments can be changed or deleted, displayed to the customer or only internally. You can add a comment in two ways. In list view: Click on the speech bubble on the right of a work order. In an open work…
Facilities are usually specified as a physical location, but it can also be fictitious, this to create a service order that contains all objects that are to be performed simultaneously in the facility. You can add service points that should be reviewed when performing a service order as well as…
Storage contain stock lists, registration of inbound and outbound deliveries, inventory and transaction history. The system also handles updating of stock items such as those in service technicians’ cars. You can create several different storages. Articles are easily moved between the different storages by making inbound or outbound deliveries. The…
Use tags to quickly see, find and sort customers, facilities, service objects or articles. Tags you put on the customer, facility and/or object are included in orders. Tags can also be placed on Work Orders, Service Orders, Sales Orders, Purchase Orders and Contact Orders – everywhere you see Tags: Edit….
With the Statistics function, you can extract statistics on work you have done, consumption of articles and time spent on a customer, a facility, etc. The results from your searches in the statistics can be downloaded in a csv file so that you can, for example, process the data further…
Discount letters are used to keep track of agreed customer discounts. You can create several discount letters with different discount rates, enter different discounts on different article groups in the same discount letter or discount on everything. That way, you do not have to remember if a particular customer received…
Sales order (SA) can be created in several ways: Here we are in an Agreement. At the bottom is the Generate Sales Order button. Here we are in a customer in the customer register. At the bottom is the Add a new sales order button. Search Sales order The sales…
These instructions apply to the standard printouts that are built into the system. If you have made and are using your own printouts templates, these apply. Here we will give you tips on the different settings for your prints that can be made and where you can find them. All settings…
