Preparation: gather all relevant data before you start entering it

If you're going to enter the basic data in the next step, it's useful to gather this information in advance. That way you have everything ready and can enter it all easily.

Required data

Vehicles

This is the data for the vehicles used on jobs.

  • Number plates

  • Cost per kilometre.

  • Cost per hour.

  • Dimensions

  • Dealer/garage

  • Fuel card information: number and PIN

Boxes

These are all the types of boxes used on jobs.

  • Box type

  • Dimensions

  • Supplier

  • Purchase cost

  • Rental/sale cost

  • Current stock

Materials

These are all the auxiliary materials used on jobs, such as furniture dollies, roll containers and the like.

  • Material type

  • Dimensions

  • Supplier

  • Purchase cost

  • Rental/sale cost

  • Current stock

Login details

To be able to set up integrations with software that forms part of your IT landscape, you can gather this information in advance so we can set up the integrations.

  • Accounting package

  • Mollie

  • Warranty certificate

Staff

Initially you'll enter and invite all back-office staff. You need the following information for these staff members:

  • Name and address details

  • Contract details

  • Skills

  • Contract hours + days

Action for you

Gather all this information, after this you're ready to start the onboarding!

Next step

You've now completed this phase, go back to the overview >

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