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…
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…
You can add your own fields for Work Orders, Service Orders, Customer, Facility, Sales Order, Purchase Order, Quotation, Service object and Article post. In this way, you adapt the Service Protocol to your specific needs. Creating custom fields requires admin permission. If you add suggestions for content in the field,…
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…
Read also: A service order is a planned maintenance and is the basis for creating a service protocol. Depending on the settings you have chosen, comments from the previous service will automatically appear and what material should be used for the type of service it is time for. The service…
Perform a service and a service protocol is created automatically. Here you will find a easy guide for technicians. Before starting the service – start a timer Do you want to start a timer to record travel and/or work on a work order or service order? Click on Start timer.The…
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…
