Step 2: practising with Bas
Move yourself! And practise with leave, tasks and storage.
14 articlesPractising with jobs
- Introduction to your first job
- Creating a test job: yourself as the customer Add yourself as a customer in Bas and open a test case file. This way, you can test the basics without putting real customers at risk.
- Creating and sending a quote (test) Create your first quote based on the survey and send it to your own email address. Check that everything is correct before you go live.
- Invoice and case file completion: tips and points to note Generate the invoice, send it to the customer and complete the case file. The final steps of the move.
- Create your own move Step 1: Learn how to create a new move in the system.
- Carry out a survey for your own move Step 2: Carry out a full survey for your own move.
- Send the quote for your move Step 3: Send the quote to yourself and accept it.
- Plan your removal Step 4: Schedule the removal and assign drivers.
- Send the invoice and pay for your removal Step 4: Learn how to send an invoice and pay for a removal.