You can create favorites in any place where there is an option to set a filter as well as a Save Settings button – To Do, Work Order, Service Order, Sales Order, the Planner… You can create as many favorites as you want and fit on the screen. Do this:…
Leak detection is a module that helps you document leaks in compressed air systems. You can also use the module to analyze and calculate the costs of the leak. There is a lot of money to be saved here by lowering your costs for energy and electricity. By inviting your…
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…
What does the Storage tab contain? Storage contain stock lists (storage item), 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…
Use tags to quickly see, find and sort customers, facilities, service objects, articles etc. Tags you apply to the customer, facility, fault report, quote and/or object are included in orders. You can set this yourself by selecting “Can be inherited”. For example, if you apply a tag to a customer,…
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…
