Admin permission is required. Go to Group settings – Module settings – Service protocol settings View settings Email settings Select the information that should be included in the file name of the service report in addition to the service order number. You can select more than one. If you do…
Business or Private as default TYPE? To make it easier for those of you who work a lot with private customers, we have added a new Customer Setting: Set private as default type. This means that when you add new customers, they will all be given the type Private and…
This setting is used to save assigned orders and records on your local device when you need to work in locations that lack cellular and Wi-Fi coverage. What can you do offline? You can execute assigned orders, fill in all details, including items, and view customer/facility details. What can’t you…
There are a number of settings for work orders and permissions that can be made. To set module settings and permissions, you must have admin permission. Read also: Group settings – Module settings – Work order settings Custom status Click +Add status. In a text field, enter the different status…
Should each assigned technician be able to mark their part of a service order as complete? CONDITIONS: The technician must be assigned to the order. Step 1: Set the permission (requires admin rights) Step 2: When you have completed your part of a service protocol Under Assigned you will now…
New user permission When performing a service protocol, you can add a service object. To be able to add a service object, this permission is required. Click on the user’s name in Group Settings. Scroll down to Service Protocol and you will now see a new permission – “Add Service…
Tags for address, contact person, signature and articles – click here. Tag Gives this information {OrderNo} Order number {Date} Date performed {Date+365} Date performed + 365 days. Used if you want the protocol to be valid for 1 year. {PerformedBy} Performed by {LatestEditBy} Last modified by {Customer} Customer {CustomerOrderNo} Customer…
Tags for address, contact person, signature and articles – click here. Tag Gives this information {OrderNo} Order number {Date} Created date {YourReference} – {OurReference} Our reference {Customer} Customer {CustomerNo} Customer number {PhoneNo} Customer phone number {InvoiceEmail} Customer email address {InvoicedTo} Customer’s name if the order is invoiced to another customer…
Tags for address, contact person, signature and articles – click here. Tag Gives this information {OrderMarking} Order mark {Today} Today’s (print) date {OrderNo} Purchase order nomber {Created} alt {CreationDate} alt {Date} Created date, all three variants possible {CreatedBy} Name of the user who created the order {CreatedByEmail} Email address of…
Tags for address, contact person, signature and articles – click here. Tag Gives this information {OrderNo} Order number {OrderDate} Date of the order {Customer} Customer To retrieve addresses for customers, enter Customer and for delivery address, enter Delivery in front of Address. Ex. {CustomerAddressRow1}. Only {Address} gives the visiting address….
