Who is Terese Østeraas?

"As a new salesperson at Serviceprotocol.com, I will be working with both the Norwegian and Swedish markets. With a background as an elite athlete, I am used to setting goals and giving everything to achieve them – something I now bring to my sales role.

When I am not helping our customers, you will often find me on the move: on the running track, in the swimming pool, at the ski stadium or at full speed on a bike, surf ski or in a glider. Life is simply too short to stand still!”

Contact information to Terese:
Email: terese@serviceprotokoll.se
Phone: +46 737 40 80 84

Start a timer 

Go to the order you are going to work on (Work or Service order). Click Start timer before clicking Edit or Perform service.

The timers box opens. Select Start trip or Start work. A red ! (exclamation mark) shows that you have a timer running.

When you are finished with the travel/work, click the Start timer link again or the timer symbol and select Finish work.

In the popup, select which task to connect the timer to. The times are now registered on the order.

Get search tips

Use the system's search tips feature. Click ? in the search box to get tips for better results.

The help feature is available in all places where you can search for orders. 

There is also a support article with more search tips.

New setting under the cogwheel in the Planner

Under the “cogwheel” you will find a new setting – Open orders in new tab.

When enabled, each order you select will automatically open in a new browser tab, making it easier to manage multiple orders simultaneously without losing your place.

Hide article

Previously, you could set whether an article should be displayed for logged-in customers and on printouts. Now you can also set this for an individual article when you add it to an order. On the far right of an article row in the detail view, you will see a small cogwheel. Click on the cogwheel and select "Hide". To mark your choice, the text will be greyed out.

To be able to select Hide/Show, you need to be granted permission to use the function. This setting is made by an admin.

New in collection functions

You can now choose your own print templates also on the collection function for Work Orders and Service Protocols.

Storage item rebuilt

In the Storage item tab, you can now click on an article and get better and more accurate information about reservations and in which orders the storage item is added.

Require image on service template

Click on the image symbol to choose to require an image when performing a service.

If you want to add the function to an existing service template, go to the service template and select Edit. Click on the image symbol and save the change.

If you want the change to take effect in all places where the template is used, click on Updated linked service points. This step requires admin permissions.

TYPE on custom fields

On all custom fields you can choose whether the content of the field should be text, number or date.

If you choose “Number” you cannot write text, only numbers and for dates a calendar is displayed where you select the day.

By default, text is selected for all your already created custom fields and you do not need to change anything if you are happy with it.

Service objects status

You can now create your own statuses for service objects. You do this in Group Settings – Service Object Settings and it is done and works in much the same way as Custom Status in other places.

You can also set whether a signature should be required when changing a status. On the object, you select Status by clicking the "Change status" link.

The service object status is also displayed on orders under the information about the service object.

News in brief

Backorder - Keep articles on order
When you create backorders from a work order, you can now choose to keep the items on the original order. Check the “Keep articles on order” box.

Sales orders have been given a setting option to Show images (on prints)

New permission - Show assigned
Should a user only see their assigned orders in the Planner, not others? Go to Group Settings, click on the user and select Edit permission. Scroll down to the Planner heading and check Show assigned.

Quote Development
If you create a custom field on a quote with the exact same name as one on a work order, the information you enter in the quote field will be sent to the generated work order.

Templates in the collection function
You can now choose your own print templates also on the collection function for Work Orders and Service Protocols.