Projects

What is it?

A project sets up a customer job that repeats on a schedule — for example a weekly cleaning or a monthly service visit. On the project you define how often it repeats, the price and items, any RUT/ROT tax deduction, the assigned employees, and a checklist. BOS then generates the individual Orders from this rule; the project is the one place to change the recurring pattern or close, pause, or reactivate the whole series.

You'll find it under Projects → Projects.

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1. Status
2. Customer
3. Start date / End date
4. Service/title
5. Employees
6. Repeat

How to

Create a project

1. Go to Projects → Projects.
2. Click Create project.
3. Choose the Service and the Customer.
4. Set the Start date.
5. Choose Recurring (Customized) or Never for a one-off job, then set how often it repeats and on which weekdays or monthly pattern.
6. Choose whether the project ends Never or On a specific date.
7. Set the time — Specific time, Hours, or Flex.
8. Assign one or more employees.
9. Click Create.

Note: New projects are Published in employee app by default, so assigned employees can see them straight away. Turn this off if you're not ready for that.

Note: If you choose Never for recurring, you'll be asked to confirm — the project will be created without a recurring rule.

Price a project and add items

1. Open the project and go to the Invoicing tab.
2. Choose a Price type — Price Per Item, Hourly price per employee, or Fixed.
3. If a Swedish tax deduction applies, choose Rut or Rot under House work type.
4. Add items with a title, quantity, and price, and mark any that qualify as housework.

Important: Changing the price type or house work type after items exist removes or clears those items — you'll be asked to confirm first.

Add a checklist

1. Open the project and go to the Checklist tab.
2. Add tasks, or pull in a predefined checklist.
3. Reorder or remove tasks as needed.

Change the recurring rule

Once a project is saved, use the ⋮ menu next to the recurring summary:

• Update recurring rules — change the interval, weekdays, or monthly pattern.
• Change week — move the recurrence to a different week (weekly projects only).
• Change start/end date — update the start date (weekly projects only) or the end date.
• Remove recurrence — turns the project into a one-off with no repeat.

Each change asks you to choose a date the update takes effect from, and can optionally remove active orders scheduled before that date. Completed, cancelled, and locked orders are never affected.

Close, pause, or reactivate a project

• Close project — set an end date; active orders after that date are removed. Use this to end a recurring series for good.
• Pause project — choose a date range; all active orders in that range are cancelled. The project itself stays open.
• Reactivate project — available once a project is closed; set a new start date and ending.

Find these under the project's … menu, or use Bulk actions on the list to close, pause, or delete several projects at once.

Send a confirmation, reminder, or message

1. Open the project and use the … menu — or, while creating a new project, tick the option to send an SMS or email confirmation.
2. Choose SMS send or Email send.
3. Choose to send it now or schedule a reminder before each order.

Attach a document

1. Open the project's Attachments section, or use … → Attach document.
2. Click Upload.
3. Choose a PDF, PNG, or JPEG file, up to 5 MB.

View a project's orders

Click Show Orders on an open project to see every order it has generated, including any that were updated or removed.

Delete a project

1. Open the project and use … → Delete project.
2. Confirm.

Important: Deleting a project deletes all of its active orders. If you want to keep that history, close the project instead.

What do the fields mean?

Status

Repeat

A summary of the recurring rule, such as "Repeat every 1 week on Mon, Wed", or "No recurring rules added" for a one-off project.

Price type

• Price Per Item — based on the items added to the project.
• Hourly price per employee — based on the hours worked by the assigned employees.
• Fixed — one agreed price for the whole series.

House work type

Whether a Swedish tax deduction applies: None, Rut, or Rot. When set, items can be marked as housework and given a specific category.

Published in employee app

Whether assigned employees can currently see this project (and its orders) in the employee app.

Read receipts

When on, employees can send a delivery/read receipt confirming they've seen an order from this project.

Time type

• Specific time — a fixed start and end time.
• Hours — a total number of hours, without fixed start/end times.
• Flex — a general Flex, Morning, Afternoon, or Evening slot.

Employees

The employees assigned to the project. Up to 15 can be added.

Notes

Free-text notes about the project. The character limit depends on your plan.

Attachments

Files attached to the project — PDF, PNG, or JPEG, up to 5 MB each.

Price list tab

A separate view (Projects → Price list) that groups items by title across all your projects, so you can review and bulk-update pricing in one place.

Good to know

• Orders generated from a project inherit its date/time pattern, price type, and RUT/ROT type. To change those for the whole series, change them here — not on an individual order.
• Deleting a single order never ends the series. To end it, close the project instead.
• Pausing a project cancels active orders in a date range but keeps the project itself active; only closing changes its status.
• Assigned employees can have up to 5 extra time/travel activities each, and this requires the Standard plan or above.
• Scheduling an email reminder requires the Pro plan; you can still send an email immediately on any plan.
• What an employee can see about a project's customer depends on the permissions set for them under People → Users. Creating, updating, and uploading attachments also depend on your own permissions.
• If Projects is missing from your menu, the module may be switched off for your company in Company settings.