Dayplanning

• Dayplanning | General

  How the dayplanning module works: the overview screen, creating planning items, the planning file, the tabs, the action buttons and the link with Wappy.Some readers

• Dayplanning | Settings

  A step-by-step walk-through of the dayplanning settings: master data, overviews, extra fields, standard texts, templates, default documents and e-mail templates.Few readers

• Dayplanning | FAQ

  An overview of the most frequently asked questions about the dayplanning module, with a link to the article that answers each one.Some readers

• Dividing your dayplanning into categories and groups

  Use planning types with their own colour to place planning items in categories and get a clear overview in your dayplanning.Few readers

• Creating teams for use in the dayplanning

  Use planning resources to group employees and equipment into fixed teams and to display the dayplanning per team.Few readers

• Entering leave periods and public holidays in the dayplanning

  Create leave periods so that collective leave and public holidays appear in your dayplanning and project planning in their own colour.Few readers

• Waiting room: where do I put jobs that don't have a date yet?

  Park jobs whose start and end date are not yet known in the waiting room at the bottom of the dayplanning.Few readers

• Making a planning item recurring

  Repeat a planning item automatically, either with a standard recurring period from the settings or with a custom recurrence on the item itself.Few readers

• Filtering in your dayplanning

  Limit per resource what you see in your dayplanning, and save that filter per tab.Few readers

• What the red and orange borders of a planning item mean

  An orange border marks a resource conflict, a red border a planning item that has passed without a linked work order.Few readers

• Synchronising the dayplanning with your Google/Office calendar

  Set up an agenda synchronisation so that the dayplanning from Robaws appears in your Google or Office calendar, for everyone or per employee.Few readers

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Project planning

• Project planning | General

  In the project planning you schedule projects and quotations on a timeline, so you see when sites are running, how many people you need and what you expect to invoice.Few readers

• Project planning | Settings

  How to set up the phases, templates, statuses and sorting of the project planning.Few readers

• Project planning | FAQ

  The most frequently asked questions about the project planning module.Few readers

• How does the forecast in the project planning work?

  How Robaws calculates the workdays and the financial forecast in the project planning.Few readers

• How the Gantt chart works

  How you build a Gantt chart on a project with levels, tasks and milestones, link phases to each other and export the chart to Excel or PDF.Few readers

Work orders

• Work orders | General

  Everything about the work orders module: the overview, creating a work order, the work order file, the tabs, the action buttons and the man-day register.Few readers

• Work orders | Settings

  All work order settings explained: master data, overview, Wappy, invoicing strategy, man-day register, PDF templates, statuses and email templates.Few readers

• Work orders | FAQ

  Answers to the most frequently asked questions about work orders: creating, hours and cost price, and invoicing.Few readers

• Invoicing one or more work orders

  The three invoice strategies for work orders, what each one shows on the invoice PDF, and where you set them.Few readers

Delivery notes

• Delivery notes | General

  What a delivery note is, how you create one from the overview, an order or a project, and which fields the file contains.Few readers

• Delivery notes | Settings

  All settings for delivery notes: overview, numbering, signature, extra fields, PDF templates, statuses and e-mail templates.Few readers

• Delivery notes | FAQ

  Answers to the most frequently asked questions about delivery notes.Few readers

Rental tickets

• Rental tickets | General

  How you prepare rental items, register outgoing and incoming rentals, close a booking period, and work with extra services and deviating rental tarifs.Some readers

• Rental tickets | Settings

  A step-by-step walkthrough of the rental ticket settings: master data, overview, numbering, invoice strategy, templates, extra fields, PDF, statuses and e-mails.Few readers

• Rental tickets | FAQ

  Answers to the most frequently asked questions about rental tickets.Few readers

Equipment, installations & maintenance

• Equipment | General

  How to manage your own machines, tools and vehicles in the Equipment module: the equipment file, tabs, hour registration and the difference with installations.Few readers

• Equipment | Settings

  How to set up the equipment module via Settings > Equipment: overview, extra fields, statuses, templates, default documents and email templates.Few readers

• Equipment | FAQ

  Answers to the most frequently asked questions about the equipment module.Few readers

• Installations | General

  Every appliance you place at your customer, with its serial number, history, maintenance and certificates on a single record.Few readers

• Installations | Settings

  How to set up the installations module via Settings > Installations: overview, extra fields, statuses, templates, default documents and email templates.Few readers

• Installations | FAQ

  Answers to the most frequently asked questions about the installations module.Few readers

• Maintenance services | General

  How to fill in a scheduled maintenance service in Robaws and create a work order from it so that hours and materials can be charged to the customer.Few readers

• Maintenance services | Settings

  How to set up the maintenance services module via Settings > Maintenance: overview, statuses, maintenance service templates and maintenance on the PDF.Few readers

• Maintenance services | FAQ

  Answers to the most frequently asked questions about the maintenance services module.Few readers

• Service and maintenance: step by step from maintenance schedule to work order

  How to schedule recurring maintenance on installations in Robaws: maintenance schedules, maintenance services, execution, consulting and statuses.Few readers