Getting started

Add an address

1. In the sidebar, navigate to Addresses
2. Use the "Add new address" button to add a new address
3. Enter the address details
4. Create the address

Create a project

1. In the sidebar, navigate to Projects
2. Use the "Add a new project" button to add a new project
3. Name your project and enter the customer address (the one you created in the previous step)
4. Create the project with your data using the "Add a project" button

Create an offer

1. Use the "Create a new offer" button to create an offer directly within the project
2. Enter an offer name
3. Save the offer using the "Create offer" button
4. Use "Add an element" to add an element
5. Name the element in the "Designation" field, e.g. "3-Door Cabinet"
6. Give the element a price in the "Price per unit" field. Add a sales text, and create the element using the "Add an element" button.

Create an order confirmation

1. Create an order confirmation directly from your offer by selecting "To order confirmation" from the menu in the top right. The button in the top right shows an overview of the project's documents. You will also see that the offer has automatically received the "Accepted" status (green).

Create a work order

You can find information and instructions on creating work orders under Work orders.

Invoice the project

1. Go back to the order confirmation by clicking the button in the top-right corner.
2. From the order confirmation, you can create an invoice directly by clicking the "To invoice" button.