• 25-05-27 – Tabs in Service orders

    Many service object on your service order? To speed things up for those of you who have 10 or more service objects on an order, the service objects are now grouped together. Click + to open the object you want to work with. We hope this will make things easier…

  • Scheduled Update Tuesday, May 27th

    UPDATE All done! Tuesday, May 27th 13:00 – 13:30 UTC (11:00 – 11:30 AM) Service Protocol will be down for maintenance. This is to optimise and ensure future operations. We apologise for the interruption and appreciate your understanding. –

  • 25-05-22 – Keyboard shortcuts, creating quotes more smoothly

    These keyboard shortcuts can be used in Serviceprotocol.com: Alt+N: NewAlt+S: SaveAlt+E: Edit (open an order to edit)Alt+C: CancelAlt+L: Back to index (list view)Alt+K: Upload (opens the Explorer/ Finder)Alt+Right: NextAlt+Left: PreviousAlt+Down: Go to action buttons (at the bottom of a page) Alt: Hold down the Alt key when you’ve forgotten what…

  • 25-04-22 – Set ready on Service protocol

    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…

  • 25-04-08 – New permissions and settings

    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…

  • 25-03-31 – Business or Private? New customer setting

    New function on customer card – Customer type There is now a new field at the top of the customer card – TYPE – where you specify whether the customer is a Business or Private. By default, Business is selected when you add a new customer and on the customers…

  • 25-03-19 – New setting on customer + new template tag

    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…

  • 25-03-12 – News concerning Purchase order

    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…