• How 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 readers

• How to Create Service Calls in X-PRO Service?

  Overview Service Calls in X-PRO Service help teams track, manage, and resolve service requests associated with a project. Creating a service call allows you to assign technicians, schedule work, and monitor progress from initiation to completion. Steps to Create a Service Call 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/e3cdae6433963000/dFew readers

• Can I filter agreements based on their status?

  You can filter agreements based on their stage by using the Stage filter available under the More Filters option. Simply select the desired stage from the filter to view only the agreements that match your criteria. 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 sectiFew readers

• What is the Total Calls by Assignee chart?

  Overview The Total Calls by Assignee chart in X-PRO Service provides a visual representation of all service calls distributed among technicians within a project. It helps users quickly identify how many calls are assigned to each technician, offering clear visibility into workload distribution and resource allocation. This chart makes it easier to monitor team responsibilities and ensure service tasks are evenly managed across all assignees. This chart updates automatically based on servFew readers

• How 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 readers

• How do I create a new service call?

  Overview Service Calls in X-PRO Service help teams track, manage, and resolve service requests associated with a project. Creating a service call allows you to assign technicians, schedule work, and monitor progress from initiation to completion. Steps to Create a Service Call 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/e3cdae6433963000/dFew readers

• How can I find accepted agreements quickly?

  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. You can find all accepted agreements in the Accepted section. (https://storage.crisp.chat/users/helpdesk/websiFew readers

• How 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. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae643396300Few readers

• What does the Viewed status mean in Agreements?

  Overview The Viewed status in X-Pro Service Agreements indicates that the agreement has been successfully opened and viewed by the recipient, but no action has been taken on it yet. This status helps users track client engagement and confirm that the agreement has been accessed. What Happens When an Agreement Is Viewed? When a recipient opens an agreement: The agreement automatically moves to the Viewed column. The system records that the recipient has accessed the agreemenFew readers

• How 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 readers

• How can I view service project details?

  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 will be redirected to the XPRO Service page. To view or update the details of a service project, click the three-dot (⋮) menu located on the right side of the project name. From the list of available options, seleFew readers

• How do I update a project's end date in service?

  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/heFew readers

• How 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 readers

• How 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 readers

• How 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 readers

• How do I set a project start date in service?

  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/helFew readers

• Can I reorder Service Call Stages in X-PRO Service?

  Steps to re-roder Service Call Stages Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. From the Settings section, open X-PRO Settings to access additional configuration options within the system. Within X-PROFew readers

• How do I delete a project in X-PRO Service?

  Overview X-PRO Service allows users with the appropriate permissions to delete projects that are no longer needed. Deleting a project helps keep your workspace organized and ensures that only active and relevant projects remain visible. Steps to Delete a Project 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/e3cdae6433963000/dashboard1lkixjk.pngFew readers

• What Information Is Required to Create a Service Agreement?

  Overview When creating a service agreement in X-PRO Service, you must provide several key details to ensure the agreement is properly associated with the correct project, account, and contact. Required Information Service Project Select the service project that the agreement will be associated with. Click the Service Project dropdown. Choose an existing service project. If a project does not exist, click Create Project to create a new one. Agreement Name EntFew readers

• How do I create a new Labor Type in X-PRO Service?

  Overview Labor Types in X-PRO Service allow you to define different service categories along with their associated hourly costs, markup/margin, and billing rates. Creating labor types helps standardize pricing for various service offerings such as standard service, emergency service, or preventive maintenance. Steps to Create a New Labor Type Click on the Profile icon in the top-right corner of the application. From the menu, select Settings.Few readers

• How do I edit an existing 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 edit an existing Service Agreement, click the three-dot (⋮) menu next to the agreement you want to edit. Then, selFew readers

• What 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 readers

• What Types of Agreements Can I Manage in X-PRO Service?

  Overview The Agreements section in X-PRO Service enables you to create, manage, and track service agreements for your customers. These agreements help define the scope of services, terms, and support commitments between your organization and your customers. Agreement Types You Can Manage Depending on your business requirements, you can manage various types of service agreements, including: Service Maintenance Agreements Create agreements for ongoing maintenance and support serFew readers

• What 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 readers

• What are Labor Types and how are they used in X-PRO Service?

  Overview Labor Types in X-PRO Service allow you to define and manage different categories of labor used for service-related work. Each labor type includes pricing information such as hourly cost, markup or margin, and hourly selling price, helping you maintain consistent service pricing across your organization. How Labor Types Are Used Labor Types help categorize service work and assign appropriate labor rates based on the type of service being performed. Common examples include:Few readers

• How 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 readers

• What are Service Agreements?

  Overview Service Agreements in X-PRO are project-specific agreements that define the scope of services, terms, and conditions associated with a project, and allow users to create, manage, and track the agreement within the project in a structured and centralized manner. Why Service Agreements Matter Service Agreements are important for maintaining clarity and structure within a project. They help: Define project scope – Clearly outline the services to be delivered within the prFew readers

• What 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.Few readers

• Can 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 readers

• 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

• How Do I Search for a Specific Project by Name?

  Overview X-PRO Service allows you to quickly locate a project using the Project Name search feature. This is especially useful when managing multiple projects and needing to access a specific one without scrolling through the entire project list. Steps to Search for a Project by Name 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/Few readers

• How 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 readers

• How do I filter service projects by assigned resource?

  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 Resources option to open the dropdown list. (https://storage.crisp.chat/users/helpFew readers

• How 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 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 readers

• How 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 readers

• What 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 readers

• What 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 readers

• How 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. (https://storage.crisp.chat/users/helpdeskFew readers

• Where can I see upcoming service calls?

  Overview Upcoming service calls in X-PRO Service allows to view all scheduled and planned service activities within a project, helping them stay informed about what work is coming next and ensuring better planning and resource management. Navigate to the Main Dashboard and click on X-PRO, then select the Service option from the menu. You will be redirected to the ProjectsFew readers

• Why Is My Agreement Still Showing as Draft?

  Overview If your agreement is still showing the Draft status, it means the agreement has been created but has not yet been sent to the recipient. Draft agreements remain in this status until they are shared or sent for review. Common Reasons an Agreement Remains in Draft 1. The Agreement Has Not Been Sent The most common reason is that the agreement has been created and saved, but the Send action has not been completed. 2. The Agreement Is Still Being Edited If youFew readers

• What 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. (https://storage.crisp.chat/users/helpdesk/website/-/e/3Few readers

• How can I edit an X-Pro service existing project?

  Overview X-PRO Service allows users to update project information at any time. You can edit project details such as the project name, stage, assigned group, resources, and project dates to keep project information accurate and up to date. Steps to Edit an Existing Project 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/e3cdae6433963000/dashboaFew readers

• How to Create a Service Agreement in X-PRO Service?

  Overview Service Agreements in X-PRO Service help organizations define and manage service commitments for their customers. Creating a Service Agreement allows you to establish coverage terms, service schedules, contract durations, and other important service-related details. Steps to Create a Service Agreement Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. (https://storage.crisp.chat/users/helpdesk/weFew readers

• How can I manage Labor Types in X-PRO Service?

  Overview Labor Types in X-PRO Service help define the labor rates used for service-related work. You can create, update, and manage labor types to ensure accurate pricing and billing across your service operations. Steps to Manage Labor Types Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. From thFew readers

• What does the Declined status mean in Agreements?

  Overview The Declined status in X-Pro Service Agreements indicates that the recipient has reviewed the agreement and chosen not to approve it. When an agreement is declined, it is moved to the Declined column, allowing users to quickly identify agreements that require follow-up or revisions. What Happens When an Agreement Is Declined? When a recipient declines an agreement: The agreement automatically moves to the Declined column. The recipient's decision not to approveFew readers

• How do I search for an agreement by name?

  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 search for a Service Agreement by name, click the Search bar located in the top-left corner of the page and enterFew readers

• How can I monitor project performance in X-PRO Service?

  Overview X-PRO Service provides an Analytics section that helps project managers track service activities, technician workloads, and overall project performance. By reviewing analytics, you can gain valuable insights into project progress and team productivity. 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.crisp.chat/users/helpdesk/websFew readers

• Can I recall an agreement that has already been sent?

  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 name of the Sent agreement to open it in the editor. Once the agreement is open, click the Recall buFew readers

• How do I set margin and markup for Labor Types?

  Overview X-PRO Service allows you to configure a margin or markup for each Labor Type to ensure labor charges are priced appropriately. These values are used to calculate the hourly selling price based on the labor cost. Steps to Set Margin and Markup for a Labor Type 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/e3cFew readers

• Where can I view all configured Labor Types in X-PRO Service?

  Overview X-PRO Service provides a centralized Labor Types page where you can view and manage all configured labor types. This allows you to quickly review labor categories, hourly costs, margins, markups, and billing rates. Steps to View All Labor Types 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/e3cdae6433963000/image-6sh7yjx.pngFew readers

• Can I Upload an Existing Agreement into X-PRO Service?

  Overview Yes, X-PRO Service allows you to upload an existing agreement and manage it directly from the Agreements section. This helps you keep all your customer agreements organized and track their status from a centralized location. Steps to Upload an Existing Agreement 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/e3cdae6433963000/dasFew readers

• What Are Project Stages in X-PRO Service?

  Overview Project Stages in X-PRO Service help teams track the progress of a project from initiation to completion. Each stage represents a specific phase in the project lifecycle, allowing project managers and team members to monitor status, organize work, and ensure projects stay on track. What Are Project Stages? A project stage indicates the current status of a project. As work progresses, the project can be moved through different stages to reflect its current phase. Project stageFew readers

• Can I Create Multiple Agreements for the Same Customer?

  Overview Yes, X-PRO Service allows you to create and manage multiple service agreements for the same customer. This is useful when a customer has different service requirements, projects, locations, or support plans that need to be managed under separate agreements. Why Create Multiple Agreements? You may need multiple agreements for a customer in situations such as: Different service projects require separate agreements. Different locations have unique service coverage requiFew readers

• How Can I View All Projects in X-PRO Service?

  Overview The Projects page in X-PRO Service provides a centralized view of all projects within your account. From this page, you can monitor project progress, review project details, and manage ongoing work efficiently. Steps to View All Projects Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. Click on thFew readers

• How 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 readers

• How can I update the hourly rate of a Labor Type?

  Overview X-PRO Service allows you to update the hourly rate of a Labor Type at any time. This ensures that labor pricing remains accurate and reflects your current business costs and billing requirements. Steps to Update the Hourly Rate Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. From theFew readers

• How do I delete 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. To delete a Service Agreement, click the three-dot (⋮) menu next to the agreement you want to remove. Then, select *Few readers

• How do I configure Service Call Stages in X-PRO Service?

  Overview X-PRO Service allows you to configure Service Call Stages as per your need to bifurcate the service calls and make it organized and manageable. Steps to configure Service Call Stages Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. From the Settings section, open X-PRO Settings to access additionaFew readers

• What Does the Draft Status Mean in Agreements?

  Overview The Draft status in the Agreements section indicates that a service agreement has been created but has not yet been sent to the customer for review or approval.Draft agreements allow you to prepare, review, and update agreement details before sharing them with the customer. When Does an Agreement Have Draft Status? An agreement will appear in the Draft category when: A new service agreement has been created. The agreement has been saved but not sent to the custoFew readers

• Can 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 readers