Projects

• Projects | General

  In Robaws a project is the file of your site. This overview article explains what a project is, how you create a project file and what the module can do.Some readers

• Projects | Settings

  An overview of all settings of the projects module: master data, overview, numbering, recalculation, statuses, templates and more.Some readers

• Projects | FAQ

  Answers to the most frequently asked questions about projects.Few readers

Orders

• Orders | General

  General explanation of orders in Robaws, from creating one out of a quotation to invoicing, delivery notes, PDFs and digital signatures.Few readers

• Orders | Settings

  An overview of all settings of the orders module: overview, settings, numbering, pdf, statuses, templates and more.Few readers

• Orders | FAQ

  Answers to the most frequently asked questions about orders: order or project, invoicing, scheduling and importing.Few readers

• Order vs. project

  The difference between an order and a project, which functions they share, and how you invoice work orders and incoming invoices from an order.Some readers

• Execution based invoicing

  How to use order execution to invoice work orders and incoming invoices together, from a single order and for several orders at once from the order overview.Few readers

Follow-up, change orders & recalculation

• Change orders | General

  Record additional or reduced work after a quotation has been approved with a change order, so your approved quotation, project budget and invoicing stay correct.Few readers

• Change orders | Settings

  Change orders follow the quotation settings: change order overview, numbering and what each quotation setting does for a change order.Few readers

• Change orders | FAQ

  Answers to the most frequently asked questions about change orders: drawing up, follow-up, ordering and invoicing.Few readers

• Project recalculation

  How the recalculation on a project compares budgeted costs with effective costs, which levels and columns you can display, and where to set it all up.Few readers

• Lock periods

  Close a period so that work orders, incoming invoices and internal supply orders within it are locked automatically, and see how to create and roll back a period.Few readers

• The financial overview of a project

  What the financial overview in the project overview shows, how each column is calculated and where you choose which columns are visible.Few readers

• What are execution phases?

  Mark on your planning items which phase a site is in and see straight away in the dayplanning which projects are in which execution phase.Few readers