Service object New collection function. Be able to specify and change the number of service orders to be generated on several service objects at the same time after service has been performed.If you have many service objects, it is advisable to use the search function and enter a filter before…
Use your own mail server, select language your customers want protocol and emails in, new custom fields in Quotation and Sales Order and more.
How to use sub articles and how images added to service points is displayed on protocol prints.
Bem vindos todos os falantes de Português do Brasil! Agora serviceprotocol.com também está disponível em Português do Brasil. Clique no seu nome de usuário para selecionar seu idioma. Serviceprotocol.com is now available in these languages: Australian, Deutsch, Dutch, English, Español, Italiano, Norsk, Português do Brasil and Swedish. Click on your…
Now we have fixed so that you can include your logo in e-mails instead of the Serviceprotocol-logo. The logo added is the logo you uploaded under Group settings. To change to your logo do this: Booking confirmation template In addition to the logo, you can create a booking confirmation according…
Autumn 23’s first updates! Print SO, add image to service component, news in the Planner …
New user permissions to set, updates in Time report, Quotation, Agreement, Contact order and Admin accounts.
Adding article groups – new user permission We have added a user permission to add new article groups. Without that permission, you can only choose between already created article groups. By default, you do not have that permission. You therefore need to set that permission for the users who should…
New function on Work order – Split assignment If you want to split an assignment from a work order, for example if you did not finish one assignment but want to invoice the others, click on the split symbol (No. 1 in the image below) in the upper right corner…
Quotation In addition to .pdf, you can now also upload and attach files to a quote in the formats .jpg, .jpeg, .png, .doc, docx” and .xlsx. You choose which files to attach when you send an e-mail to the quotation recipient. There’s a new notification to set if you use…
