Organise projects and documents in Hassolux

Choose the task you need

These steps refer to the original German interface. On a phone, tap where the guide says click. Project documentation and commercial documents are separate areas.

Find and open a project

Open Projekte and use Projekt suchen (mind. 3 Zeichen) with at least three characters. Wait for results, compare Projekt and Kunde, then open the row or right-hand arrow. Verify the project name in the detail view.

Status describes the recorded project state, period shows stored dates, budget shows the entered amount and task count is not a list of files.

Store files in the correct project

Open the site and check its name, then choose Dokumentation and Datei hochladen. Narrow screens may place actions in an icon or menu. Select the file, review details and finish the upload inside the app.

Wait for completion, then reopen the file from the project. Selecting a file alone does not save it. After failure, check whether it already exists before retrying. Wait for any processing or security check.

Photos and plans belong in project documentation. Quotations and invoices are in the general Documents area.

Find and open an invoice

Open Dokumente, choose Rechnungen and narrow the list with search. On mobile, the tab strip can move sideways. Compare document, customer and total, then open the record. Its three-dot menu contains further actions.

Paid and open describe the payment state maintained in Hassolux. Check the correct invoice before taking an action. For an empty list, clear search and check the selected tab; invoices do not automatically appear under quotations.

Begin a new document

In Documents, choose Dokument erstellen, or + on a narrow screen. Select the intended type, such as Angebot, rather than accidentally starting an invoice. Complete its required fields and read its notices. Opening the form alone does not finish or send a document.

Enter material prices as a supplier

Open the authorised material-enquiry link, or use the demo for examples. Check deadline, delivery address and contact on the left. In Positionen & Angebotsdetails, search a material or description.

Check quantity and unit before entering Einheitspreis. Use Nicht anbieten for an item you cannot supply. To undo this, enable Ausgeblendete Positionen einblenden and choose Doch anbieten. Company and contact information is on Firmen- & Kontaktdaten; return to the item tab for prices.

Check the item and quantity as well as the updated summary. A sum is not a submitted offer. In the demo, Testangebot prüfen tests final review without sending email or a real quotation.

Get help with a precise description

Record the area, button and exact message. A screenshot can identify the location; do not send credentials. Contact the team.