Projects
OS
ProjectsA 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…
6 min läsningChecklistChecklist is your library of reusable task lists — for example a "Pre-departure inspection" list with all the tasks it should include. You build these once here, then add them to orders, projects, and proposals so employees know exactly what to do and can check tasks off as they're completed.
3 min läsningCustomersYour customer register. Every order, project, proposal, and invoice is tied to a customer, so this is usually one of the first things you set up. A customer can be a private individual or a company.
5 min läsningEboka (Web orders)Eboka connects BOS to your online booking site. When a customer books through your Eboka site, the booking arrives here as a web order. You review each one, match it to a customer and a service, confirm the date, time and price, and then approve it to turn it into a real order (or a recurring…
4 min läsningInvoicingTurn completed orders into invoices, either from Bokning & Schema Online directly or exported to Fortnox or Visma if that's where you keep your books.
4 min läsningItemsYour catalog of products, materials and services. You build this list once, then reuse it wherever you need to add a priced line — on an Order's Invoices tab, a Project's price tab, a Proposal, an Employee Activity, or a web order from Eboka. If your company is connected to Fortnox or Visma, this…
6 min läsningKey managementKey management is your register of physical keys — for example, keys to customer properties. Each key has a key number, an **In/out** status, and can be linked to one customer and one employee. Use it to keep track of who has a key, whether it's currently in or out, and the history of changes made…
3 min läsningMapMap shows where your customers are located, with each customer plotted as a pin on a map. Use it to browse or search your customers by location, filter them by date, employee, area, or zip code, and get directions between two points — most often from your office to a customer, or between two…
3 min läsningOrdersAn order is a job you carry out for a customer. Orders are the core of day-to-day work in Bokning & Schema Online: you create one for a customer, schedule when it happens, assign the employees who will do it, price it, and invoice it once the work is complete.
5 min läsningTitleTitle is your catalogue of job titles — the colored labels you pick when creating an order, project, proposal, or template to describe what job is being done, such as "Window cleaning" or "Moving help." This page is where you manage that catalogue directly: rename titles, recolor them, deactivate…
3 min läsning