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! If you use Staff ledger in Service Protocol, you are required to use the timer. (Only Swedish information) Which…
In the Time Report, you see and add your time worked. Time report can be found under the Function menu. If you don’t see it, you are not authorised to or do not need to use the time report function. The system itself can report time from orders. If this…
In the Planner there are three tabs – Calendar, Resource and Rental. Rental is still in beta version and i activated in the Planner settings. In the Planner you see your assigned orders or all currently booked orders, depending on what permissions you have in the system. As a supervisor,…
Under the menu Service you find Agreement. Here you can: Agreements can also be generated directly from a Quote or by clicking Add at the bottom of a service object post. An agreement can also be created by duplicating an existing agreement. The link for this can be found at…
