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Service Administration

This section is intended for system administrators.

Configuration

The Service module uses standard EspoCRM settings but has a few specifics.

Roles

Recommended role settings for Service:

  • Service Technician:
    • Service: Read/Edit (for assigned).
    • ServiceProtocol: Create/Edit.
    • ServiceTrip: Read.
    • Product: Read.
    • WarehouseItem: Read.
  • Dispatcher:
    • All in Service module: Full Access.

Sequences

The module uses the following automatic numbering:

  • Service: SV{YYYY}-{00001} (e.g., SV2025-00123).
  • ServiceProtocol: Can have its own series if configured.

Teams and Users

For planning to work correctly, users (technicians) must be properly assigned to teams (e.g., "Service Prague", "Service Brno").

  • The Teams field on the Service entity is used to filter available technicians or assign to a whole center.

PDF Templates

For printing service protocols, you need to create a PDF template for the ServiceProtocol entity.

Recommended fields in the template: - name (Protocol Number) - service.account.name (Customer) - service.productSerials (Device List) - description (Fault Description) - serviceProtocolItems (Material Table) - serviceProtocolWorks (Works Table)