✦Boréal One
☰
All guides

Jobs and invoices · 4 min

Schedule and follow a job

Keep dates, assignments, photos and documents together.

Screenshots and button names reflect the French interface supplied with this guide.

Schedule and follow a job — interface with fictional data
Software interface · Fictional dataClick to enlarge
  1. 1

    Start from accepted work

    An administrator or manager can select Planifier le chantier in an accepted estimate, or Depuis une soumission in Chantiers.

  2. 2

    Confirm the details

    Enter dates, address, responsible person and notes. Use + Intervention directe for work without an estimate.

  3. 3

    Follow the work

    Open the record and select Démarrer le chantier when work begins. Add photos and documents in their sections.

  4. 4

    Finish and invoice

    Update the job when the work is complete. An administrator or manager can then select Créer la facture.