Dayplanning

• 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

• 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

• 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

• Waiting room

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

• Filtering in your dayplanning

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

• Dividing your dayplanning into different categories

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

• Dividing your dayplanning into different groups

  Use the planning group field on employees, equipment, projects and planning resources to group the left-hand column of your dayplanning.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

• Seeing the live location of your employees and projects

  View a real-time map in the dayplanning showing the current location of your employees and your projects.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.Few readers

• Creating a planning item in the dayplanning

  The two ways of creating a planning item, the fields on it, the address link with Google Maps, the overview, forms, recurring items and the items tab.Few readers

• 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.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

  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

• 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

• 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

• Creating a work order

  A work order records the hours, equipment and items of a working day. Here is how you create one, fill it in and invoice it.Few readers

Delivery notes

• Delivery note

  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 note | Settings

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

Rental tickets

• Rental tickets

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

Equipment, installations & maintenance

• Equipment

  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

• Service and maintenance

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

• Carrying out maintenance in Robaws

  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

• Installations

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