Web Application
How Do I Create a New Agreement in X-PRO Service?
Overview
The Agreements section in X-PRO Service allows you to create and manage service agreements for your customers.
Steps to Create a Service Agreement
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
Click the + Create button. Select Service Agreement from the available options.
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**AssigneFew readersHow is Closed Rate calculated?
In XPRO Service, Closed Rate is calculated by dividing the number of calls that were successfully closed as sales by the total number of opportunities, then multiplying the result by 100 to obtain a percentage.
Formula
Closed Rate (%) = (Closed Calls ÷ Total Calls) × 100
Where:
Closed Calls = Number of calls marked as Closed Sales (won).
Total Calls = Total number of calls created during the selected reporting period, including closed, open, and lost opportunities.Few readersWhat Is the Difference Between Hourly Cost and Hourly Price in Labor Types?
Overview
When configuring Labor Types in X-PRO, you will see two important fields: Hourly Cost and Hourly Price. Understanding the difference between these values helps you accurately track labor expenses and calculate profitability on service calls.
Hourly Cost:
Hourly Cost represents the internal cost of labor to your company for each hour worked.
This typically includes:
Employee wages
Contractor costs
Labor-related overhead expenses
Example
If a technician cosFew readersWhat happens if I rename a Service Call Reason that is already in use?
Overview
Service Call Reasons are used to categorize and track the purpose of service calls within the system. These reasons may already be linked to existing or historical service calls.
What happens if you rename a Service Call Reason?
If you rename a Service Call Reason that is already in use, the system will automatically update the label everywhere it is referenced.
This means:
The new name will replace the old name in all service call recordsFew readers
Mobile App
How do I reopen a Completed Service Call on mobile app?
Overview
If additional work is required after a service call has been marked as Completed, you can reopen it by changing its status to an active stage.
Steps to Reopen a Completed Service Call
Open the X-PRO Mobile App and navigate to the X-PRO section.
In the X-PRO section, tap the X-PRO Installation option located at the top of the screen.
 assigned to the project.
Group Filter: Allows you to filter service projects based on the group assigned to the project.
Stage Filter: Allows you to filter service projects based on the current stage of the project.
To use these filters, open X-PRO Service Project,Few readersCan I create a Service Agreement from the mobile app?
At present, X-Pro Service does not support creating service agreements through the mobile app. The mobile application only allows users to view and access existing service agreements. Creation and configuration of new service agreements are available only in the web application.
To create a new service agreement, please use the web application. You can refer to the following knowledge base article for detailed instructions: [How to Create a Service Agreement in X-Pro Service](https:Few readersHow Do I View Parts Ordered Service Calls on mobile app?
Overview
The Parts Ordered section in the X-PRO Mobile App allows you to view Service Calls that are waiting for ordered parts to arrive before work can continue. This helps technicians and project managers track jobs that are currently on hold pending parts delivery.
Steps To View Parts Ordered Service Calls
Open the X-PRO Mobile App and navigate to the X-PRO section.
 button in the X-PRO Mobile App allows you to quickly create a new Service Call. You can enter all the necessary information, assign a technician, and save the Service Call directly from your mobile device.
Steps to Create a Service Call
Open the X-PRO Mobile App and navigate to the X-PRO section.
In the X-PRO section, tap the X-PRO InstallFew readers
What information is available in the Project Overview dashboard?
The Project Overview dashboard provides a summary of the project's service activity and performance. The following information is available:
Total Calls – Displays the total number of service calls created for the project.
Open Calls – Shows the number of service calls that are currently open.
Scheduled Calls – Indicates the number of service calls that have been scheduled.
Completed Calls – Displays the number of service calls that have been completed.
**TechnFew readersHow Do I Create a New Project in X-PRO Service?
Overview
Creating a project in X-PRO Service allows you to organize tasks, assign resources, track project stages, and manage project timelines from a centralized dashboard.
Steps to Create a New Project In X-PRO Service
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
Click the + CreateFew readersCan I duplicate an agreement?
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
You can view all created agreements in the Agreements section.
Click on the agreement name to open it in the editor.
**Note: You can create a copy of an agreement only when it is inFew readersHow do I track the progress of a service call using stages?
Service Call Stages allow you to monitor the status and progress of a service request from creation through completion. As work progresses, the service call moves through different stages, providing real-time visibility into its current status.
Steps to Track a Service Call
Navigate to the Main Dashboard, click on X-PRO, and then select Service from the navigation menu to access the Service module.
 menu next to the agreement you want to edit. Then, selFew readersWhat does the Accepted status mean in Agreements?
Overview
The Accepted status in X-Pro Service Agreements indicates that the recipient has reviewed the agreement and formally approved it. Once an agreement is accepted, it is considered approved by the recipient and no further action is required unless additional changes or revisions are needed.
What Happens When an Agreement Is Accepted?
When a recipient accepts an agreement:
The agreement automatically moves to the Accepted column.
The recipient's approval is recorded.Few readersWhat does the Sent status mean in Agreements?
Overview
The Sent status in the Agreements section indicates that a service agreement has been successfully sent to the customer and is awaiting their review or response. Once an agreement is sent, it moves from the Draft category to the Sent category.
When Does an Agreement Have Sent Status?
An agreement will appear in the Sent category when:
The agreement has been finalized.
The agreement has been sent to the customer.
The customer has not yet viewed, accepFew readersHow can I filter service projects by stage?
From the left navigation panel, click on the XPRO option. A dropdown menu will appear. Select the Service option from the dropdown to navigate to the Service page.
The XPRO Service page will open. Click More Filters located in the top-right corner of the page. Then, click the All Stages option to open the dropdown list.
From the dropdown menu, select the stage youFew readersWhat is the Agreements Section in X-PRO Service?
Overview
The Agreements section in X-PRO Service allows users to create, manage, track, and monitor service agreements for their customers. It provides a centralized location to view the status of all agreements throughout their lifecycle, from creation to acceptance.
Accessing the Agreements Section
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
 menu next to the agreement you want to remove. Then, select *Few readersHow do I use the More Filter option in Agreements?
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
You can view all created agreements in the Agreements section.
Click on the More Filter button you will find three additional filters are available under the More Filters option:Few readersWhat does the Open Calls widget represent?
Overview
The Open Calls widget in X-PRO Service displays the total number of service calls that are currently active and not yet completed within a project, providing users with a quick view of ongoing service workload that is still in progress or pending completion.
Click on the Calls option, and the Calls page will display a list of all open calls within the project.Few readersHow Do I Access the Agreements Page in X-PRO Service?
Overview
The Agreements page in X-PRO Service allows you to manage, track, and monitor all your service agreements from a single location.
Steps to Access the Agreements Page
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
You can view all created agreements in the Agreements section.
![](httFew readersHow to View Analytics of All Projects in X-PRO Service?
Overview
The Analytics section in X-PRO Service provides a centralized view of project performance and service activity across all projects. It helps project managers and administrators monitor key metrics, track workload distribution, and gain insights into overall operational performance.
Steps to View Analytics for All Projects
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
![](https://storage.criFew readersHow can I view assigned technicians for a project?
Overview
The assigned technicians in a project can be viewed within X-PRO Service, allowing to see which technicians are allocated to handle service calls and tasks for that specific project, ensuring clear visibility of resource assignment and team responsibility.
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
You will be redirFew readersHow can I assign resources to a project?
From the left navigation panel, click on the XPRO option. A dropdown menu will appear. Select the Service option from the dropdown to navigate to the Service page.
The XPRO Service page will open. Click the Create button located in the top-right corner of the page, and then select Create Service Project from the available options.
![](https://storage.crisp.chat/users/hFew readersHow do I configure hourly costs and pricing for Labor Types?
Overview
X-PRO Service allows you to configure hourly costs, margins, markups, and billing rates for each Labor Type. This helps ensure accurate labor pricing across service calls, agreements, and other service-related activities.
Steps to Configure Hourly Costs and Pricing
Click on the Profile icon in the top-right corner of the application. From the menu, select Settings.
![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433Few readersWhat do the different Service Call Stages mean?
Service Call Stages help track the progress of a service request from creation to completion.
Each stage represents a specific step in the service workflow, making it easier for teams to monitor status, manage tasks, and keep customers informed.
Stage Description
Open The service call has been created and is awaiting review, assignment, or scheduling.
| Scheduled | The service call has been assigned and scheduled for a technician or service team to perform the worFew readersCan I sort service projects by ID, Start Date, or End Date?
Yes, you can sort service projects by Project ID, Start Date, or End Date. Click the sorting arrow next to the respective column header to arrange the projects in either ascending or descending order.
Navigate to the Service page by clicking the XPRO option in the left navigation panel. A dropdown menu will appear; select the Service option from the list.
You willFew readersHow Can I Track the Status of My Agreements?
Overview
X-Pro Service allows you to easily monitor the status of all your agreements from the Agreements page. Agreements are automatically organized into status categories, making it simple to see where each agreement is in the approval process.
How to View Agreement Statuses
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000Few readersHow do I manage Service Call Statuses in X-PRO Service?
Navigate to the Main Dashboard, click on X-PRO, and then select Service from the navigation menu to access the Service module.
You can view all created service calls in the Calls section, where all existing calls are listed and available for review and management.
Click the **thrFew readersWhat filters are available under the "More Filter" option?
On the XPRO Service page, three additional filters are available under the More Filters option: All Resource, All Group, and All Stage.
To filter service projects by resource, click the All Resources dropdown menu and select the desired resource. The service projects list will be updated to display only the projects associated with the selected resource.
Similarly, you can use the Group and Stage filters to refine the list of service projects based oFew readersWhat does the Scheduled Calls widget show?
The Scheduled Calls widget in X-PRO Service shows the total number of service calls that have been planned and assigned with specific dates and times within a project, providing users with a clear view of upcoming scheduled work.
Click on the calls option, the Calls page will display a list of all available scheduled calls.Few readersHow Do I View All Service Agreements in One Place?
Overview
The Agreements section in X-PRO Service provides a centralized location where you can view and manage all your service agreements in one place. This allows you to easily track agreement statuses, search for specific agreements, and monitor customer responses.
Steps to View All Service Agreements
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
 menu located on the right side of the project name. From the list of available options, seleFew readersHow can I check whether a customer has viewed my Service Agreement?
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
You can view all created agreements in the Agreements section.
To send a Service Agreement, drag and drop the agreement into the Sent category.
Once the customer opens and viewsFew readersWhat does the Total Calls widget display?
The Total Calls widget in X-PRO Service displays the overall number of service calls created within a project, including all open, scheduled, in-progress, and completed calls, providing users with a complete summary of all service activity in one place.
This chart updates automatically based on service call assignments within the project.Few readersCan I share analytics reports with other users?
Analytics reports in X-PRO Service cannot be shared with other users. All analytics data is available only for in-platform viewing within the same project environment, allowing access to insights such as service call activity, status breakdown, and technician performance. The system does not provide any option to share, export, or distribute analytics reports externally or within different users.Few readersDo I need administrator permissions to manage Service Call Reasons?
Overview
Yes, you need the appropriate administrative permissions to manage Service Call Reasons in X-PRO. Service Call Reasons are administrative settings that can only be managed by authorized users.
Who Can Manage Service Call Reasons?
Only X-PRO Office Users with the required permissions can:
Create Service Call Reasons.
Edit existing Service Call Reasons.
Delete Service Call Reasons.
Manage the list of available Service Call Reasons.Few readersHow do I configure Service Labor Types from the service project dashboard?
Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
Open the relevant project where the service labor type needs to be configured.
Once the project-specific dashboard opens, click the Settings icon in the top-right corner of the page.Few readersHow do I edit or remove a Service Call Reason?
Overview
Service Call Reasons help categorize and organize service requests within your organization. If your workflow changes, administrators can update existing Service Call Reasons or remove reasons that are no longer needed directly from the X-Pro Settings.
Steps to edit or remove a service call
Click on the Profile icon in the top-right corner of the application. From the menu, select Settings.
 icon next to each applied filter to clear them individually.
Continue removing all selected filters until the default view is restored.
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Measured in days.
CalculatedFew readersHow to Create an X-PRO Service Project Using XAVIA?
Overview
XAVIA allows you to quickly create an X-PRO Service project by guiding you through a simple conversation. Instead of manually entering project details, you can provide the required information to XAVIA, and it will automatically generate the project for you.
Steps to Create an X-PRO Service Project Using XAVIA
From the main dashboard, click the Ask XAVIA button to open the AI assistant and begin creating your project.
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Helps measure service activity and workload volume.
Can include support requests, maintenance calls, serFew readersHow do I create and manage Service Call Reasons in X-PRO Service?
Service Call Reasons help categorize and identify the purpose of a service request. They provide a standardized way to classify service calls, making it easier to track, report on, and manage service activities.
Steps to configure Service Call Reasons
Click on the Profile icon in the top-right corner of the application. From the menu, select Settings.
From the SettingsFew readersHow do I access agreement details from the Agreements tab on mobile app?
Overview
In the X-Pro Service mobile app, agreement details can be accessed from the Agreements tab, where all user agreements are listed and linked with related service and project information for quick access on the go.
Open the X-PRO Mobile App and navigate to the X-PRO section.
In the X-PRO section, tap the X-PRO Installation option located at the top of the screen.
