The feature allows you to create QR codes that lead directly to an order form where customers can place an order for spare parts for the service object. No login is required by the customer to order. The parts that can be ordered must be available on the service object…
Example 1 – external file with invoiced lines project description customerno from date valid until invoicing frequency row on invoice desc sum 1001 Service agreement hoist A 20010 2026-01-01 2026-12-31 12 1 Annual fee 12000 1001 Service agreement hoist A 20010 2026-01-01 2026-12-31 12 2 On-call supplement 2500 This becomes:…
New Article setting If you want to be able to search on article group there now is a new Article setting: Search on article group in description Bookings copied When you add one or more additional bookings to an order, the first booking will be copied with the date, time,…
Preparation of the Excel file General structure The Excel file must have: The same agreement can appear on several lines in the file. The importer then merges these into an agreement and puts the respective price line in the correct list. Column headings and accepted names The headings are not…
You can set currencies on the Group Settings page by clicking Edit. Admin permissions are required. Price unit Currencies The feature to set and use currencies is under development. For now, your settings here do not affect any orders, only delivery notes. If you purchase via EDI from suppliers who…
When you create a new service order, you can add a new service object directly and specify service intervals, service points and parts at the same time. All information is saved on the service object record. You have fewer options when creating it in terms of intervals and cannot specify…
New opportunities in Statistics When you choose to extract statistics for articles, a column opens where you can choose to filter by user – SHOW ADDED BY. This allows you to extract statistics on articles added by a specific user. Create a completely new service object on a new service…
During Easter, hidden Easter eggs will appear on various pages in the system. So stay logged in to app.serviceprotocol.com (if you celebrate Eastern don’t work, just chase egg!). Sometimes the Easter eggs are fully visible, sometimes you need to get close to the Easter egg with the mouse pointer to…
Link to orders in the Planner In the Planner you can now go directly to an order without opening the booking. On the far right of a booking you will see a link symbol. In some browsers you will see that the mouse cursor becomes a pointing hand where you…
These tags can be used to extract times from timers on a work order. Tags to include timer on printout {Timers} Create a table with the fields below – see example below. The tags can be used on service orders and work orders {User} User {SocialSecurityNumber} User’s social security number…
