In the Email settings, you can create a number of templates for your email or SMS mailings. Standard template for sending protocols and order confirmations for Work Orders and Service Orders. Order confirmations for Work Orders, Service Orders and Contact Orders. Templates you create here can then be selected in…
Model On a model, you can now see which template(s) have been used in the service interval. We have also added the ability to enter Custom Info on the model. When updating this information, you need to select the option “Apply changes to custom info”. Article number on service object…
By giving a user the “View user group” and/or “Edit user group” user permissions for TIME REPORT, you give a user the ability to see time reports for everyone in the user group they are part of. Learn more about User groups. The setting requires admin permissions and is done…
There is now a new option in the Planner settings: “Show bulk move”. This setting adds a Move date button to the Planner. This setting allows you to move multiple bookings from one day to another at the same time. Click the Move Date button. A popup opens where you…
Show time utilization In the Planner, you can now see each user’s number of possible working hours. The number is taken from the user’s working hours setting and follows your selected view – month, week, day. At the top you see the total time for the entire workgroup. To the…
Set your notifications For each function, you can now choose how you want to receive the notification – email, SMS and/or push notification. It is now possible to control SMS/email/push in more detail per type of notification, so that, for example, you can have SMS activated for tag subscriptions without…
Book an order in the Planner for a user group Your user groups are now also bookable in the Planner and appear in the list of technicians when you make a booking. New and updated articles New article with tags for price and VAT Handle user permissions is supplemented with…
Our broadband provider is performing a planned maintenance work on June 17th between 00:01 and 05:00 CEST. This means that Serviceprotocol.com is temporarily unavailable.
New settings for supplier invoices Supplier invoices have two new features: Requires admin permission Read here about the new settings. New service protocol settings to choose from “Allow adding articles to performed service object parts/time from details view” and “Allow adding articles to service protocol “other materials/time” from details view”….
News concerning suppliers You can now add a separate email address for placing orders with a supplier. This is to be able to distinguish between ordering from and contacting a supplier. When you click Send email on a Purchase Order, the system first retrieves the supplier’s order email, if it…
