Step 1: entering basic data
Enter company details, employees, teams, tasks, vehicles and materials
33 articlesCompany details
- Company details
- Checking your company settings Check your company details in Bas: name and address, KvK number, VAT number and IBAN. Upload your logo and set up your company signature. This information appears on all your documents.
- Multiple brands and identities Do you work with multiple brands, trading names or branches? Learn when to create a separate identity in Bas and what this means for your templates, messaging, packages and payment links.
Employees, teams and tasks
- Creating and inviting back-office staff
- Creating an employee: basic details Enter your employees with basic details, email and phone number. Tips for fictitious email addresses during the test phase and the employee app.
- Setting skills and roles Set the right skills and roles for your employees. This determines what they can see and do in Bas and which features they can use.
- Setting the work schedule Configure the work schedule per employee. This determines when someone is available in the planning. Includes even/odd weeks and part-time schedules.
- Adding temporary and agency staff Do you work with agency workers or regular self-employed contractors? Learn how to create generic accounts for rotating agency workers and personal accounts for regular self-employed contractors. Includes hours registration.
- Understanding teams Learn why teams are essential in Bas and look at the 8 standard teams that are created automatically. Every employee only sees the tasks that belong to their role.
- Managing team members Add employees to teams, arrange backup for sickness or holidays and learn how to take over tasks. Ensure continuity with at least two people per team.
- Understanding tasks Overview of all standard tasks in Bas by category. Learn which tasks exist for planning, sales, invoicing, damage and warranty certificates.
- Configuring tasks Switch tasks on or off, link them to teams and set priorities. Keep your task list clear by only activating relevant tasks.
- First use of the employee app
- Entering teams (for tasks)
- Entering tasks
Moving aids
- Entering boxes
- Entering materials
- Entering vehicles
- Adding boxes Add your box types to Bas with dimensions, prices and supplier. The dimensions are used for the m3 calculation during surveys.
- Creating suppliers and stock management Create suppliers so you can log incoming stock, track purchase prices and gain insight into box losses and price trends.
- Adding materials Add removal materials such as blankets, tape and furniture hoists. Important: don't enter dimensions for materials you load into the vehicle, otherwise the m3 calculation won't be correct.
- Adding vehicles Add your removal vans, box vans and other vehicles to Bas with dimensions and costs. Includes the crucial difference between the Lorry and Vehicle types for your planning.
Storage
- Entering storage
- Understanding the storage structure Learn how storage works in Bas with the 3-level structure: warehouse, storage location and unit. Understand when to use which structure.
- Creating a warehouse Create a warehouse in Bas with an address and square metres. Learn why the warehouse address matters for planning.
- Creating storage: containers, crates and pallets Create storage units via manual entry or bulk import. Learn about special situations such as multiple customers in one container and distributed storage.
Integrations
- Entering integrations
- Connecting Mollie Connect Mollie to Bas so customers can pay invoices directly online via iDEAL. Average payment time drops from 16 days to 1.2 days.
- Connecting Schouten Zekerheid (Warranty certificate) Connect Schouten Zekerheid to Bas to request warranty certificates automatically. All customer details are filled in automatically, saving 5 minutes per certificate.
- Connecting your accounting software Overview of available accounting packages and the start date trick. Connect Exact, SnelStart, Yuki or another package to Bas for automatic invoice processing.
- Other integrations Connect your calendar and website to Bas. Sync your schedule with Google Calendar or Outlook and automatically receive leads from your website.
- Peppol e-invoicing Send invoices automatically via the Peppol network. Look up customers in the directory, retrieve company details and switch to e-invoicing from within Bas.
- Linking emails to case files Forward emails to Bas so they can be linked to the right case file. Keep relevant communication, documents and attachments directly with the job.