Traitement en cours

Veuillez patienter...

Chercher une procédure par mots clés.

Add a Work

Précédent Imprimer...

The work tab allows you to add and consult the works and maintenance to make by company, building and appartment. To add a work, you need to click on the add button. The window will appear and you have to enter the following information:


  • Requester: Select the requester through the list (the person that ask for the work). If he is not in the list, you can add him manually and complete his information in the contacts later.

  • Responsible: Select the person in charge of the work. You can also select him through the drop-down list or register him manually and complete his information later.

  • Description: You can also register a little description for the work to be done.

  • Location: Select where the work will be done (Company, Building, Unit) and detail it if needed..

  • Dates: Select the beginning and ending dates of the work (or for this precise step) and adjust it in function of the work status in the list to this effect.

  • Worker:Select the worker through the list for this step. If he isn't part of this list, register him manually and complete his information in the contacts section later. You can also specify his wage.

  • Steps: To specify the cost détails of the step, you can click on the little plus of the work steps window to detail the labor supply (duration, cost), the materials, workers, description, etc. If there is more than one step for the work, you can add some by clicking on the add button and by entering the other steps information.

  • Appointment:Once the information is entered, you can schedule one or more appointment with the participants. You just have to click on the appointment tab and detail it (date, hour, duration, etc.).

  • Documents:During the work, you can insert documents like invoices, pictures or other.

  • Expense:If the work status has been determined as finished, Proprio Expert - Plus will suggest you to create an expense for it and if you accept, you'll be redirected to the expense module.

  • To consult all your work for a precise period, you can access to the work tab and find them with their status, description and more. You can also change the period for which you desire with the calendars.

Mots clés::  Work ,  add ,  appointment ,  management ,  call ,  service ,  expense