First steps

• Getting started with Robaws

  Follow this simple step-by-step guide to get up and running with Robaws quickly.Featured

• Asking for help

  We offer several channels to help you, depending on the kind of question you have.Featured

• Overview of all modules in Robaws

  An overview of all the existing modules in Robaws, with links to the details of each one.Few readers

Working in Robaws

• Working with activities

  An activity groups items under one cost carrier, so you can split up the project recalculation and pass costs on to your accounting package.Few readers

• Working with statuses

  How statuses show which phase a quotation, project or invoice is in, and how to create and assign them manually or automatically.Few readers

• Working with tasks

  Follow up work assignments with an executor, a due date and a status - in Robaws, the Robaws App and Wappy.Few readers

• Working with forms

  Create a questionnaire or checklist as a form in Robaws, link it to a planning item or a task, and fill it in via the Robaws App or Wappy.Few readers

• Working with files in Robaws

  How file management works on a document or module and on emails, including uploading, sorting, searching and adding attachments.Few readers

• Keyboard shortcuts

  An overview of the keyboard shortcuts in Robaws for selecting lines, adding and duplicating lines, looking up items and working in the planning.Few readers

• Working with extra fields

  Extra fields let you store custom information that does not fit in the standard fields in Robaws, and reuse it in overviews, templates and documents.Few readers

• Working with tabs in the overview screen

  How to create extra tabs in an overview screen, share them publicly and add a colleague's shared tab to your own overview.Few readers

• Using filters in the overview screen

  Use quick filters and advanced filters in an overview screen to narrow down the results and focus on exactly the items you are looking for.Few readers

• When are changes saved in Robaws?

  When Robaws saves your changes, when you risk losing data, and how to set an automatic save interval for quotations.Few readers

• The search function

  How the search bar in every overview screen works, including partial case insensitive matching and diacritic insensitive searching.Few readers

• Locking documents

  How documents such as quotations, invoices and work orders become locked, how to see why a document is locked, and how to unlock it again.Few readers

• Sorting in the overview screen

  Sort the values in any column of an overview screen, either ascending or descending, on one column or on several columns at once.Few readers

• Copying extra field information to another module

  How the value of an extra field is copied across once from one module to another, and which conditions must be met for this to work.Few readers

• Editing fields in bulk

  Use bulk edit to change the same field in one go for a number of selected items or for all items in your overview.Few readers

• Performing an action in bulk

  Use bulk actions to run the same module action in one go for a number of selected items or for all items in your overview.Few readers

• Archiving and deleting

  How archiving and deleting differ in Robaws, how to find archived or deleted items again, and what you cannot undo.Few readers

• Using overview screens

  An overview screen shows all items of a module at a glance. Set up your columns, tabs, filters and sorting exactly as you want them.Few readers

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