These instructions apply to the standard printouts that are built into the system. If you have made and use your own print templates, these are the ones that apply. Here we give tips on the different settings for your prints that can be made and where to make the settings…
Create templates to avoid a lot of tedious work and copying of service components and information! The system contains several different template functions: The phrase “Select a template” shows you where you can use a template. This is what it looks like in a Service Order when you add a…
In the registry entry for a service object, you can see in which orders the object is used and find the object’s service protocol. You can also quickly clone the item, create a fault report, work order or contact order for the item. Here you can also find date for…
When you want to hire colleagues or subcontractors who will carry out the work for your company, but at the same time have all documentation available in serviceprotocol.com, you can connect them as an external resource. An external resource only sees the information you have assigned to the resource, normally the…
The contact order function is designed to help you build and strengthen relationships through every step of your contact with the customer. Contact order is a simple and smart CRM system *. For example: A big advantage of the function is that you, as a salesperson, work in the same…
Under Purchase orders, you manage all your purchase orders. You can quickly add a purchase order, send it via email, print it, upload attachments, etc. And, if you use the function Storage, when the order is delivered – make a delivery to a storage. There are two ways to create…
As an administrator, you can manage permissions for your users and your customer users. By setting permissions, you give users the permission to use certain parts of the system. These parts can e.g. be the ability to create and modify items, or only perform work or service orders. To grant and change permissions for users in the system, you need…
The Quotation function helps you to compile a Quote with all the necessary information. You can find the feature under Perform. The quotation can be printed, for example, as a pdf or sent by e-mail to the customer. If you have activated the setting Use external signing the e-mail includes a…
Sales order To print a delivery note when selling, click Print – Print delivery note at the bottom of a sales order. Purchase order When a supplier has sent a delivery note and it has been processed in the system, it is displayed here. Only delivery notes that have not…
Fault report can be found under the menu Execute and on a Service object, at the bottom, under the Add button. A customer user can also add a fault report, if you have set that permission. Read more about customer user here. Handle fault reports When a new fault reports…
