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. The only…
The Quote function helps you quickly write and offer with all the necessary information. You can find the function under Perform. The quote can be printed, for example, as a PDF or emailed directly to the customer. If you have activated digital signing, the customer will receive a link to…
Sales order To print a delivery note when selling, click Print – Print delivery note at the bottom of a sales order. Purchase When a supplier has sent a delivery note and it has been processed in the system, it is available under Function – Delivery notes. If you have…
You can find the Fault report under the Perform menu but also inside a service object, at the bottom under the Add button. A customer user can also add a fault report. Learn more about customer user here. Handle fault reports When a new fault report is added, a red…
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 needs to be handled. What you see depends on your user permissions in the system. Maybe you only see the orders you have…
Where do you find QR-and bar codes? Service object When you add a new service object, a QR code is automatically created for the service item. The code is displayed on the service item record. Condition: That the Module setting – Service object setting “Show QR for service objects” is…
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…
Each new user generates a new license. Your charge will change automatically. Adding a new user requires admin permission. 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 anything? Make the person…
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…
