Installations
The installations module gives you an overview of all appliances that you have placed, or are going to place, at a customer and that carry a unique serial number: boilers, heat pumps, air conditioners, solar panel inverters, and so on.
The difference with the equipment module: an installation sits at your customer's premises and you follow it up there, whereas equipment covers your own machines and tools, which you use yourself.
Installation info
Field in Robaws | Description |
|---|---|
Name | The name of the installation. |
Serialnumber | The unique serial number of the installation. |
Brand | The brand of the installation. |
Stock location | Where the installation is. You manage your stock locations in the items module. |
Item | This is how you link the installation to an item. If you receive a purchase invoice later on, you pick the item and — using the serial number — the right installation. |
Supplier | Who you bought the installation from. |
Status | Is automatically set to 'draft'. You create your own statuses in the settings. |
Subscription | The subscription this installation falls under, for instance a maintenance contract. |
Company | Only visible if you work with several companies. |
Planning group | If you link the installation to a group, it is shown visually under that group in the day planning. Groups are assigned per employee. |
If you work with extra fields, they appear at the bottom of this card.
Use details
Field in Robaws | Description |
|---|---|
Employee | Who places the installation. |
Subcontractor | Which subcontractor places the installation. |
At project | On which project the installation was placed. |
Customer | At which customer the installation is located. |
Endcustomer | If you work for a customer who in turn works for someone else, you fill in that end customer here. |
The end customer does more than inform. Robaws uses it to limit your project choice to the projects of that customer and end customer, and passes it on automatically to everything you create from this installation: a work order, an order, a subscription or a scheduled maintenance. You can also filter on it in the overview and add it as a column.
Address
The address block is the address where the installation actually is. In the location field you can specify where exactly — for instance 'boiler room basement' or 'roof of the extension'.
Overview
This card holds everything linked to the installation: subscriptions, work orders, purchase orders, purchase invoices and stock changes. You also see it visually in a chart.
Maintenance schedule
If you work with service and maintenance, a maintenance schedule card is added, in which you set how often this installation has to be serviced. Robaws then creates the scheduled maintenances itself.
The tabs at the bottom
Tab | What you find there |
|---|---|
History | The stock changes of this installation. As soon as you book a stock change, it appears here and in the module overview. |
Documents | Manuals, photos and other documents of the installation. |
Remarks | Free notes on the installation, each with its author and timestamp. They do not appear on the pdf for your customer, but they are visible in Wappy. |
Tasks | The tasks attached to this installation. |
Planning | All dates on which the installation appears in the day planning, for placement, maintenance or repair. |
Certificates | Inspections, attestations and other certificates of the installation, with their expiry date. |
Updated on: 04/09/2026
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