X-Pro Service | XTEN-AV Knowledge Base

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. ![Few readers
What information is available in the Analytics section?
Overview In X-Pro Service, the Analytics section provides a consolidated view of key service performance metrics such as Closed Sales, Closed Rate, and Sales Cycle, along with a visual representation of Service Sales trends over time. It also displays Service Calls details including total, open, scheduled, and completed calls, along with a list of technicians and their associated call activities for the selected period. **This dashboard updates automatically based on real-time service projFew readers
How are calls assigned to technicians?
Click the Menu icon in the top-left corner of the page. Then, select X-PRO, followed by Service, to open the Service module. You will be redirected to the X-PRO Service page. From there, click on the Calls option. A list of all service calls will be displayed in their respectiveFew readers
How do I change the resource assigned to a service project?
From the left navigation panel, click on the X-PRO option. A dropdown menu will appear. Select the Service option from the dropdown to navigate to the Service page. The X-PRO Service page will open. Select the service project whose resources you want to change. Click the three dots next to the project name, then select the Edit Service Project option. ![](https://storage.crisFew readers
What 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 readers
What Information Is Required When Creating a Service Call?
Overview When creating a Service Call in the X-PRO Mobile App, you must provide the required information to ensure the service request is properly recorded and assigned. Required Information Service Call Name – A descriptive name for the service request. Project – Select the project associated with the Service Call. Service Call Reason – Choose the reason for creating the Service Call. Priority – Set the priority level (such as Low, Medium, or High). **AssigneFew readers
How 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 readers
What 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

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