Introduction As a customer user you have the opportunity to, with your own account, log in to Serviceprotocol and keep track of your service orders, work orders, service objects and facilities. You can also send fault reports if you have the permission to do so. The permissions for your account…
THE FUNCTION IS TEMPORARILY DISABLED If more than one person has simultaneously clicked Edit on an order or customer card, you will see a symbol for each person in the upper left corner. Keep in mind that the changes you make may overwrite changes your colleague makes. The function is,…
Create templates and you will avoid a lot of boring repetitive work and copying of service points and information. The system contains several different template functions: You can see that you can use a template by the text Select template (except for the email template). This is what it looks like…
Add images on Work order under Measures Click Edit to add images on measures. New setting in ToDo filter Under Show only, we’ve added “This week” and “This month”.Save this setting as a default or favorite so you don’t have to change dates so often. Here’s how to save as…
This function requires admin permissions. To avoid setting permissions every time a new user is added to your group, you can create templates for permissions. You can create multiple templates with different settings. When you then add users, you simply choose the template that fits best. Your templates are listed…
If you often need to enter the same or similar information when adding new service objects, you can create a custom info template for this and, if suitable, set default values. Do this: When you then add a custom info template to a service object, you can select which parts…
Would you like to see more information in the planner? Then there are new options for settings – View settings for booking screen. The setting requires admin permission
A service template can be used to specify what to do on a service. It also forms the basis for the service protocol and provides traceability of what has been done and needs to be done in the future. Service templates can, for example, be created for the different steps…
Purchase order from Sales order Create a purchase order from sales order by clicking on the shopping cart. On the purchase order, you see from which sales order it is created. Concerning uploaded files and backorders When you create a backorder, all files that are on the original order are…
Here we have gathered information about signing. At the bottom there is information about settings regarding signing for administrators. If you have the permission to sign an order, you will see the Sign button at the bottom of an order or a completed service report. A popup will open where…
