About this step
In this step, you'll work with real case files. These can be ongoing case files or case files from the past that have already been completed.
You'll enter these into Bas and go through all the steps you'll also go through after going live. This way, you'll be fully prepared to start working with Bas for real.
Sections in this step
Once you've completed all the sections below, you'll have experienced every aspect of Bas.
Leads (optional)
If you use an integration with a lead website, you'll follow up on and cancel leads.
Follow up on leads
Cancel leads
Where you'll create case files and go through every phase of the case file. You'll link information to the job: notes, emails, documents, communication, materials. You'll review profit/loss.
Create a job
Track job status, such as cancelling, etc.
Link emails to a job
Upload documents to a job
Profit/loss
Add/check materials on a job
Add storage to a job
Add communication to a jobCreate/edit job notes
You'll create and send quotes based on a survey. You'll decline, edit and cancel quotes, and upload documents. You'll mark invoices as paid or uncollectable. You'll send reminders.
Carry out a survey
Create a quote
Send a quote
Decline a quote
Edit a quote
Cancel expired quotes
Upload documents
You'll schedule a job and link employees and vehicles to the schedule. You'll give instructions to the crew. You'll amend an existing schedule.
Schedule a job
Schedule custom events
Schedule employees and vehicles
Amend the schedule
Change employees & vehicles on the schedule
Give instructions to the removal crew
Make agency workers available, one-off or long-term
Change your schedule settings
Execution with the employee app
You'll carry out a job using the app. Register billable hours. Register HR hours. Have the customer sign, have the customer pay. And finally, complete the job.
Register HR hours
Register job hours as foreman
Report damage
Register consumable stock on a job
Communication with the office
Customer signature
Customer payment
Complete jobs
You'll check, edit and approve billable hours and HR hours. You'll add HR hours and add billable hours. You'll check hours in the hours overview.
Register HR hours
Approve HR hours
Reject HR hours
Register billable hours
Approve billable hours
Export hours
Hours overview
You'll create invoices, send them, and send them in bulk. Process payments. Create credit notes. Add information to the invoice. Create a standalone invoice and link it to a job.
Create an invoice
Credit an invoice
Send an invoice
Send in bulk
Process payments
Upload attachments
Link to a job
Mark as uncollectable
Send a reminder
You'll request leave via the app and process leave in the back office. Report sick leave. Enter and process expense claims via the app and the back office.
Request leave via the app
Approve leave requests
Reject / cancel leave requests.
Register sick leave
Approve/reject expense claims.
View leave cards
Update employee details
You'll work with storage. You'll add handling costs and invoice storage. Move storage, track stored items. Print stickers and work with the app.
Add handling costs
Report storage as empty
Invoice storage
Stock management
Move storage
Track stored items
Print PDF & QR code
Accounting integration (optional)
You'll handle incorrect invoices, resend invoices in bulk, and manually mark off invoices.
Handle incorrect invoices
Resend in bulk
Manually mark off
Warranty certificate (optional)
You'll approve and reject certificates, and retry failed applications.
Approve certificates
Reject certificates
Edit and retry failed applications