Without integration with an accounting system, the Generate invoice button will appear when an order is set as Ready for invoicing. If you then send the document to someone responsible for invoicing, you can speed this up by activating the Email integration. With this integration, you can automatically send an…
VAT or not on customer record In customer settings there is a new setting option – Show VAT type. When you select this setting, a field is added to the customer card where you choose whether VAT should be displayed on the customer’s orders, agreements, quotes, etc. As default NormalVAT…
Now you can add articles for purchase directly to the correct supplier When you click on the shopping cart on an order, a popup opens – Add to Purchase Order. In the popup you can now see and choose from the suppliers you have registered for the article. A small…
Here are described different ways to see if a protocol or booking confirmation has been sent. On orders and protocols In the header of the order you will see the latest sent – when, by whom and to whom. Click on the small arrow and a list of all sent…
Are there more people than you on an order? 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. The function is, for now, only available on…
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…
If several of you have simultaneously clicked Edit on an order or customer card and a user has saved a change while you are in the order, you will receive a warning. Your own changes will be removed and you will need to refresh the page (to pick up the…
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…
