Justus
Onboarding Specialist · 24 Jul 2026
Reference points: see what each report belongs to
Set primary, secondary and extra references on a service report — then filter every job by customer or asset.
New help video: in a few minutes we explain what reference points are in ProtocolHero and how to use them day to day — using a service report as the example.
Reference points tell you instantly which customer, asset or job a report belongs to, without opening every protocol. You set primary, secondary and optional extra references in the editor, values fill in while completing a submission, and later you filter the submissions list by customer or object.
Whether you work in plumbing, HVAC, electrical, construction, painting, metalwork, vehicles, wood or service & compliance: once jobs recur, clear assignment pays off — and your team finds history faster.
No account yet? Start for free and set up reference points on your first protocol.




