A new permission for customer users has been added: Show gross prices.
To set the permission to a customer, do the following:
In addition, a customer user can now write their own and respond to comments on “their” orders. Assigned technicians receive a notification when a comment is posted by the customer.
“We have long been looking for a way to structure the service of the dehumidifiers that we have installed at customers’ premises, for example in crawl spaces. By chance we found Serviceprotocol.com and realized that the service could help us with everything from structuring, planning and service protocols.”
Gustaf Björkman, SBR Civil Engineer at Besiktningsbolaget
Tobias Davidov has extensive experience in digital marketing in a number of different roles and industries. With us, he works mainly with sales but also marketing.
Most of his free time is devoted to the family and children Elliot and Vilgot, otherwise he likes to work practically, likes to do carpentry at home or rebuild motorcycles.
mobile: 0706 69 43 00
Under your account settings (click on your name when you are logged in) you will now find a list where you choose which your home page should be when you log in to serviceprotokoll.se.
By default, your homepage is To Do and if you choose not to use To Do, it will be Work Order.
If you are part of several groups, you can select the start page for each individual group. Admin accounts will continue to Group Settings.
When you send mail from the system, the reply to address always becomes your e-mail address. If you want a copy for yourself, set it in your account settings.
Now you can set so you get a signal when it’s time to order more of a stock item. When the value is below, the stock item is marked in red.
At the bottom of an Inventory list, you will find the Order Defective button, which creates a purchase order with the missing items.
The customer user can write and respond to comments. As usual, only the person who wrote the comment or an administrator can delete the comment. The person who is assigned the order will receive an email that a comment has been added.
How to add a customer account.
You can now search by contact person and email address in the Customer Register.
Do you also have problems with the drop-down menus when using the Iphone? Now Joel has figured out how to solve it. See the Fix & trix page for instructions. The page is currently only available in Swedish.
Rasmus has cleaned the picking list / order list (pdf) a bit. More design changes to ALL prints are on the way.
Now you can see and upload documents and pictures for a Service Object on a Service Order.
The Service Object files you upload to a Service Order will automatically be added to the Service Object’s documentation in the Service Object Register.
Now you can generate a Sales Order from an Offer.
The user’s working hours are filled in automatically when you make a new booking for a user.
We added so you can filter your searches among Service Orders on your Custom status.
Date on each article line
The Service Protocol now shows the Added Date for each item just like in a Work Order.
It is now possible to choose who can see and change in bookings on a work order.
Borås Flygklubb (BFK) is one of our slightly more unusual users of Serviceprotokoll.se. We asked Pelle Ålander, a member of BFK, about how the club uses the system.
– I use the system to follow up on the work on air safety directives from EASA and FAA (AD) and Manufacturers Service Bulletins (SB ) and manual editions. I add the latest version which then pops up in the next service.
We run everything every quarter and all AD / SB every month.
The system makes it easy to assign to someone else, if you can not or are away.
The plan from the beginning was to add service to our aircraft in the system, but as it looks today, our members would rather have it manually. Maybe it will be in the future.”
Purchase orders can now be ready-marked “Set as ready” and as sent “Set as sent“.
The colors in list mode change and show the current status, just like for other orders. Green for created, orange for started and dark blue for finished.
You can now export inventory lists in a storage and transaction history.
Click the Download icon. Inside a warehouse it is black. In the Transaction History it is blue.
At the bottom, inside a layer, you will now also find the Migrate button. With it, you move (make a delivery) quickly and easily all goods from one storage to another.
Even a good website can be better. Therefore, we have tweaked the design a bit to make the page even a little more accessible. Hope you like the changes!
We skipped OO Software in the new logo. But it is still OO Software AB that owns and developed Serviceprotocol.com.
With the help of our customers, we have now developed the Storage function. Thanks for the help!
The development involves some new user settings. Sign in with your admin account and go to the User Preferences for your employees. Under the heading Storage you’ll find new setting options:
We’ve added a inventory value field to the items in the inventory, as well as a summary of the inventory value to facilitate your posting.
Inventory value exists for & nbsp; all & nbsp; your inventories, not just the main inventory. This means that you quickly see the stock value of the stock, for example in a technician’s car.
You can also Create Delivery to any storage directly from a Purchase Order.
In order for you to get support from us faster and easier, we have set up a Support page. There you will find the User Manual for our system, a search function, contact information and a FAQ.
Kompressorteknik ML AB services and repairs compressors, fans and pumps. Their focus is mainly on biogas and brewing operations. Kompressorteknik ML AB buys used compressors which they renovate and rent out or sell. Customers are located throughout Scandinavia.
We asked some questions to Magnus Elnertz , CEO of Kompressorteknik ML AB
Why did you choose serviceprotokoll.se?
The first hit on Google, too lazy to look further. ☺️
I met Börje (Kroon) at a trade fair about a year ago where he presented his idea. Then I think it’s been in the back of my mind.
What do you like best about our system?
What we mainly looked for when we chose service protocols was to get a system with machine history to be able to follow up what has been done on each customer and machine.
Great that the system itself also creates the next service based on operating hours.
Really good to be able to invite customers in the system so they can see history and what is booked.
Now we’ve fixed so delivery notes and invoices from Crown go directly into Fortnox.