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 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 view project analytics in the X-PRO mobile app?
Overview
The Analytics section in the X-PRO Mobile App provides valuable insights into your service operations. It helps you monitor service performance, track sales metrics, review service call statistics, and analyze technician activity—all from your mobile device.
Steps to View Project Analytics
Open the X-PRO Mobile App and navigate to the X-PRO section.
In tFew readersHow 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 readersHow do I re-order Service Call Reasons in X-PRO Service on mobile app?
As per the current functionality, service call reasons cannot be reordered from the XTEN-AV mobile application. However, you can reorder them from the desktop version of XTENAV by the office user only.
If you are unable to reorder the service call reasons, please contact your organization's Super Admin, as they have the necessary permissions to make these changes.
Steps to Reorder Service Call Reasons
Click on the Profile icon in the top-right corner of tFew readersHow do I clear applied filters in mobile app?
Overview
If you have applied filters to the Service Calls list, you can easily clear them to view all Service Calls again.
Steps to Clear Applied Filters
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.
 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 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 attachments associated with a Service Call in mobile app?
Overview
The X-PRO Mobile App allows you to view all files attached to a Service Call, such as photos, documents, and other supporting files. This helps you access important information related to the service request while on the go.
Steps to View Attachments
Open the X-PRO Mobile App and navigate to the X-PRO section.
In the X-PRO section, tap the X-PRO Installation optiFew readersHow do I track open Service Calls on mobile?
Overview
The Mobile App allows you to easily track all Open Service Calls from the Calls section. Open Service Calls represent service requests that have been created but have not yet been scheduled, completed, or moved to another stage.
Steps to Track Open Service Calls
Open the X-PRO Mobile App and navigate to the X-PRO section.
In the X-PRO section, taFew readersHow do I filter Service Calls in mobile app?
Overview
The Filter feature in the X-PRO Mobile App helps you quickly narrow down the list of Service Calls based on specific criteria, making it easier to find and manage the calls you need.
Steps to Filter Service Calls
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 screeFew readersCan I create a Service Call for an existing Service Project in mobile app?
Overview
Yes. The X-PRO Mobile App allows you to create a Service Call for an existing Service Project. This helps you track service requests and manage work associated with a specific project.
Steps to Create a Service Call for an Existing Service Project
Open the X-PRO Mobile App and navigate to the X-PRO section.
In the X-PRO sectionFew readersHow do I access the Projects page in the mobile app?
Overview
The Projects page in the XTEN-AV mobile app allows you to view and manage your projects while on the go. From this page, you can browse your project list, search for specific projects, and open a project to view its details.
Method 1
Open the XTEN-AV mobile app and tap the All Projects card on the Dashboard.
The Projects page will open, displaying all theFew readersHow do I Attach Files to a Service Call in mobile app?
Overview
You can attach files to a Service Call in the X-PRO Mobile App to provide additional information and supporting documentation. Attachments can include images, documents, or other files related to the service request.
Steps to Attach Files to a Service Call
Open the X-PRO Mobile App and navigate to the X-PRO section.
In the X-PRO section, tap the XFew readersHow do I view Service Agreements in the X-PRO mobile app?
Overview
The Service Agreements section in the Mobile App allows you to view all active and existing service agreements associated with your projects. From this section, you can review agreement details, monitor their status, and access related information.
Steps to View Service Agreements
Open the X-PRO Mobile App and navigate to the X-PRO section.
In the X-PROFew 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 readersHow 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 readersHow 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.
 menu next to the agreement you want to edit. Then, selFew 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.
 menu next to the agreement you want to remove. Then, select *Few readersHow 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 readersWhat 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 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.
 menu located on the right side of the project name. From the list of available options, seleFew 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 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 readersWhere 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 readersHow 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 readersCan 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 readersHow 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 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 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 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 readersCan 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 readersWhere 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.
 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 readersCan 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 readersHow 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.
