• 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 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

• 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

• 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

• 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 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

• 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

• 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 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 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 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

• 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

• 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 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

• 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 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

• 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 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 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

• 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 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

• 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 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 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 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 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

• 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

• 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 assign a technician to a X-Pro service project?

  Overview Assigning a technician to a service project in X-PRO Service allows allocation of responsible technicians to a specific project, ensuring proper distribution of work and clear ownership of service tasks. Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. You will be redirected to the Projects section. Locate the requirFew 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 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

• 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

• 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

• 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

• Can I filter service projects based on start or end dates?

  As per the current functionality, there is no option to filter Service Projects based on their start or end dates. If you need any further information or assistance, please feel free to contact the XtenAV Support Team via chat or by emailing support@xtenav.com.Few readers

• What 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 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 Do I Move a Service Call Reason to the Top of the List?

  Overview Service Call Reasons can be reordered to help organize the list and make frequently used reasons easier to access. You can change the position of a Service Call Reason using the drag-and-drop functionality. Steps to Move a Service Call Reason to the Top of the List Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. (https://storage.crisp.chat/users/helpdesk/websFew readers

• What is considered a completed call?

  Overview A completed call in X-PRO Service refers to a service call that has been fully executed and resolved within a project, where all required work has been finished and no further action is needed. Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. Click on the Calls section to view Completed calls, where all assigFew readers

• Can 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 readers

• Can I view historical analytics data?

  Overview Yes, X-Pro Service allows you to view past service project data and track performance over time. This helps you review completed work, technician activity, and overall service trends to make better planning and operational decisions. Navigate to the Analytics page in X-Pro Service. Click on the More Filters option, then select the required filters to view the historical analytics data. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image-2Few readers

• What is the difference between Open, Scheduled, and Completed Calls?

  In XTEN-AV X-Pro Services, the Calls section is typically used to track service calls, site visits, or project-related activities. The call status indicates the current stage of the call: Open Calls – Calls that have been created but have not yet been started or completed. These are active/pending calls that still require action from the assigned team member. Scheduled Calls – Calls that have been planned for a specific future date and time. These calls are awaiting execution aFew readers

• Do 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 readers

• How 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 readers

• How do I delete a Service Call Reason?

  Overview Service Call Reasons can be deleted when they are no longer needed. Removing unused reasons helps keep the list organized and ensures users only see relevant options when creating service calls. Steps to Delete a Service Call Reason Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. You wiFew readers

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

• What does Sales Cycle mean?

  In XPRO Service, Sales Cycle represents the average amount of time it takes for a service opportunity to progress from its creation date to becoming a Closed Sale. This metric helps measure how quickly service opportunities are converted into completed business and provides insight into the efficiency of the sales process. Key Details Starts when a service opportunity is created. Ends when the opportunity is marked as Closed Sales (Won). Measured in days. CalculatedFew readers

• What are Service Call Reasons and How Are They Used?

  Overview Service Call Reasons help categorize and track the purpose of a service call within X-Pro Service. By assigning a reason to each service call, teams can quickly identify the type of work required, improve scheduling, and generate more accurate service reports. How Service Call Reasons Are Used When creating or updating a service call, a Service Call Reason can be assigned to indicate the purpose of the request. The selected reason is then displayed on the seFew readers

• Can I export analytics data?

  Analytics data in X-PRO Service cannot be exported. The Analytics module is designed to provide in-platform insights into key project performance metrics such as service call distribution, status breakdown, technician workload, and overall resource utilization. These insights help users understand how service activities are distributed across projects and teams, enabling better monitoring. The analytics are intended to be viewed directly within the platform and are updated in real time, ensurinFew readers

• How 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. (https://storage.criFew readers

• What are Service Stages?

  Overview Service Stages in X-PRO Service represent the different phases a service call goes through during its lifecycle within a project. These stages help organize, track, and manage the progress of service calls from initiation to completion, ensuring clear visibility of the current status and workflow progression.Few readers

• How do I use the More Filter option in service analytics?

  Navigate to the Main Dashboard, click on X-PRO, and then select Service from the navigation menu to access the Service module. Once the Services page opens, click on the Analytics option. On the right-hand side of the page, you will find the More Filters option. Please click on it to access additional filtering options. (https://storage.crisp.chat/users/helpdesk/websiFew readers

• How do I reset filters in X-Pro Service?

  Overview Filters in X-PRO Service can be reset to restore the default view by removing applied selections, allowing all available project data to be displayed without any filtering conditions. Navigate to the filter section where filters have been applied. Click the remove (×) icon next to each applied filter to clear them individually. Continue removing all selected filters until the default view is restored. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdaFew readers

• Why Are All Dashboard Metrics Showing Zero?

  Overview If all metrics on the Analytics Dashboard are showing 0 or no data, it usually means that no service activity has been recorded in X-PRO yet. Common Reason The Analytics Dashboard calculates its metrics based on the service data available in X-PRO. If you have not created any service projects, service calls, or recorded any service sales, the dashboard will display zero values. This can affect metrics such as: Closed Sales Closed Rate Sales Cycle Total Calls OFew readers

• Can I customize dashboard widgets in X-Pro Service?

  Overview Dashboard widgets cannot be customized. The layout, structure, and configuration of the widgets are predefined within the system and are designed to maintain consistency across all user dashboards. While the data displayed within each widget updates automatically based on system activity, users do not have the ability to modify widgets.Few readers

• How to Edit a Service Agreement for an X-PRO Project?

  Steps to edit a service agreement 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 agreement needs to be edited. From the Project Dashboard, navigate to the ServiFew readers

• Can I delete a Labor Types?

  Overview Yes, you can delete a Labor Type in X-PRO if it is no longer needed. Labor Types can be managed from the Labor Types section under X-PRO Settings. Steps to Delete a Labor Type 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 accesFew readers

• How do I add a new Service Call Reason?

  Overview Service Call Reasons help categorize and identify the purpose of a service call, such as Installation Support, Maintenance, Repair, or Troubleshooting. Adding Service Call Reasons allows your organization to standardize service requests and improve reporting and workflow management. Steps to Add a New Service Call Reason Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. (https://sFew readers

• Can I save frequently used filters in X-pro Service?

  Frequently used filters cannot be saved in X-Pro Service. The system does not provide an option to store or reuse custom filter sets for future use. Users can apply filters as needed during their current session to refine data views, but these selections will not be saved or retained once the session changes or the page is refreshed. This ensures that all filter views remain dynamic and consistent each time the data is accessed.Few readers

• What are the default Service Call Stages available in X-PRO Service?

  X-PRO Service includes a set of default Service Call Stages that help track a service request from creation to completion. These stages provide visibility into the current status of a service call and help teams manage service workflows efficiently. Default Service Call StagesFew readers

• Can I create custom Service Call Reasons?

  Overview Yes, you can create custom Service Call Reasons in X-PRO to better organize and categorize your service calls based on your business needs. Custom Service Call Reasons help your team quickly identify why a service call was created, making it easier to track, manage, and report on service activities. Steps to Create a Custom Service Call Reason Click on the Profile icon in the top-right corner of the application. From the menu, select SetFew readers

• How do I filter analytics by technician?

  Navigate to the Main Dashboard, click on X-PRO, and then select Service from the navigation menu to access the Service module. Once the Services page opens, click on the Analytics option. On the right-hand side of the page, you will find the More Filters option. Please click on it to access additional filtering options. (https://storage.crisp.chat/users/helpdesk/websiFew readers

• What Are the Default Service Call Reasons Available in X-PRO Service?

  Overview X-PRO Service includes a set of default Service Call Reasons to help organizations categorize and manage service requests effectively. These predefined reasons cover common service activities and provide a standardized way to classify service calls. Service Call Reasons can be selected when creating a service call and help technicians, service managers, and coordinators quickly understand the purpose of the request. Default Service Call Reasons Installation Repair MainFew readers

• How Can I View All Tasks Across All Projects in Monthly Format?

  Overview The Monthly Calendar View in X-Pro allows you to see tasks from all projects in a single calendar, making it easier to track schedules, deadlines, and resource assignments across your organization. Steps to View All Tasks in Monthly Format From the main dashboard, navigate to the X-PRO section. Under the Installation menu, select Dashboard to access your project management tools and features. (https://storage.crisp.chat/users/helpdesk/website/Few readers

• How to Create a Scheduled Service Call for an X-PRO Project?

  Steps to create a Scheduled Service Call. Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. Open the relevant project where the Schedule service call needs to be created Inside the project dashboard, clickFew readers

• How to delete a service call for an X-PRO project?

  Overview If a Service Call is no longer required, you can easily remove it from your X-PRO project. Steps to delete a service call 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 call needs to be Deleted. (https://storage.crisp.chat/users/helpdesk/website/-/Few readers

• How to create a Service agreement for a X-PRO project?

  Overview A Service Agreement allows you to define the terms, coverage, schedule, and services that will be provided to a customer as part of an X-PRO Service Project. Creating a Service Agreement helps ensure that recurring maintenance and support activities are properly managed and tracked. Steps to create a service agreement for a X-PRO project Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menFew readers

• How Can I Customize Service Call Reasons for My Organization?

  Overview X-Pro allows organizations to customize Service Call Reasons to match their service workflows and business requirements. Administrators can edit existing reasons or remove reasons that are no longer needed. Steps to Customize Service Call Reasons 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/imagedte3eu.pngFew readers

• Can I Create Custom Service Call Reasons for Different Types of Service Work?

  Overview Yes, X-PRO Service allows organizations to create custom Service Call Reasons to match their specific service workflows and business requirements. Custom Service Call Reasons help categorize different types of service work, making it easier to manage, track, and report on service activities. By creating reasons that reflect your organization's processes, you can ensure that service requests are classified consistently and routed to the appropriate teams. Steps to CreateFew readers

• How to delete a Service Agreement for an X-PRO Project?

  Overview If a Service Agreement is no longer required, X-PRO Service allows you to delete it from the associated Service Project. Deleting a Service Agreement removes it from the project and prevents any future service activities from being generated under that agreement. Steps to delete 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/websFew readers

• Can I download reports as Excel or CSV?

  Reports in X-PRO Service cannot be downloaded as Excel or CSV files. All report data is available only for in-platform viewing, allowing real-time access to key project insights such as service call activity, status breakdown, and technician performance, without any option to export or download the information externally.Few readers

• How do I filter analytics by date range?

  Navigate to the Main Dashboard, click on X-PRO, and then select Service from the navigation menu to access the Service module. Once the Services page opens, click on the Analytics option. On the right-hand side of the page, you will find the More Filters option. Please click on it to access additional filtering options. (https://storage.crisp.chat/users/helpdFew readers

• What is considered a closed sale?

  Overview A closed sale in X-PRO Service refers to a service outcome where a call is successfully completed and converted into a finalized sale value within the project. This is reflected in the Analytics section of the project dashboard, where closed sale value is displayed as part of overall service performance insights, helping track revenue generated from completed service activities. This sales status is updated automatically based on service call assignments within the project. !Few readers

• How do I identify technician workload distribution?

  Overview In X-Pro Service, technician workload distribution helps you understand how service tasks are allocated across your team. Reviewing workload distribution ensures balanced task assignment, prevents overloading of technicians, and improves overall service efficiency. To view technician workload distribution, navigate to the X-PRO Service Projects dashboard. This section displays all service projects along with their assigned technicians and task details. (https://storaFew readers

• How do I reorder Service Call Reasons in X-PRO Service?

  Overview X-PRO Service allows administrators to reorder Service Call Reasons to control how they appear when users create or update service calls. Reordering helps prioritize commonly used reasons and keeps the list organized according to your organization's workflow. Steps to Reorder Service Call Reasons Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. (https://storage.crisp.chat/users/helpdesk/Few readers

• How to create a service call for a X-PRO project?

  Overview A service call in an X-PRO project is used to log and track a request related to an existing project, such as support issues, maintenance needs, or client requests. Creating a service call ensures proper tracking, assignment, and resolution within the system. Steps to Create a Service Call For a Project Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. (https://storage.crisp.chat/useFew readers

• Can Duplicate Service Call Reasons Be Created?

  Overview No, duplicate Service Call Reasons cannot be created in X-PRO. Each Service Call Reason must have a unique name to ensure consistency and prevent confusion when managing service requests.Few readers

• How Do Service Call Reasons Help Categorize Service Requests?

  Overview Service Call Reasons help classify service requests based on the type of work being performed. By assigning a specific reason to each service call, organizations can organize requests more effectively and ensure that technicians, project managers, and service coordinators understand the purpose of the call from the start. How Service Call Reasons Categorize Requests: - When a service call is created, users select a Service Call Reason that best describes the issue or service bFew readers

• What does Closed Sales mean?

  Closed Sales in the XPRO Service refers to service opportunities or projects that have been successfully completed and marked as won. Once a service request, maintenance contract, support agreement, or project has been finalized and accepted by the customer, it is moved to the Closed Sales stage. Example If a customer accepts a proposed AV maintenance contract created through XPRO Service and the agreement is finalized, the opportunity is marked as Closed Sales. The deal isFew readers

• What Is the Purpose of Service Call Reasons in X-PRO Service?

  Overview Service Call Reasons in X-PRO Service are used to classify and identify the purpose of a service request. They provide clear context about the type of work required, helping service teams organize, track, and manage service calls more efficiently. By assigning a Service Call Reason to each service call, organizations can standardize service operations and improve visibility across projects and support activities. Why Use Service Call Reasons? Service Call Reasons help teams:Few readers

• Is There a Limit to the Number of Service Call Reasons I Can Create?

  Overview No, there is no limit to the number of Service Call Reasons you can create in X-PRO. You can add as many Service Call Reasons as needed to support your organization's service workflows and business requirements.Few readers

• What does Total Calls mean?

  Total Calls represents the total number of service calls have been created within the selected reporting period. This metric provides a quick overview of the overall service workload being managed by the organization. Key Details Includes all service calls logged during the selected date range. Counts calls regardless of their current status (Open, In Progress, Closed, etc.). Helps measure service activity and workload volume. Can include support requests, maintenance calls, serFew readers

• How to Edit a Service Call for an X-PRO Project?

  Overview X-PRO allows you to update existing Service Calls whenever changes are required. You can modify details such as the Issue name, description, assigned technician, Stage, priority, and other relevant information. Steps to edit a service call Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. Open the rFew readers