Projects
Projects from quote to delivery, with scheduling for your team and a photo timeline for your customer.
Managing projects
- Creating and managing a project A project is created automatically from an accepted quote, or set one up manually yourself with tasks, materials and pla…
- Tasks and work sessions in a project A task is a tick on your checklist, a work session is a real calendar appointment — this is the difference and how progr…
- Materials in a project Keep track of what goes into a job — added by hand, taken over from the quote automatically, or suggested by Planny.
- Connecting Rompslomp and creating a draft invoice Connect Rompslomp and, when completing a project, prepare a draft invoice with one tick: materials, job sheet hours and …
