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Documents and site records

Assign photos, plans and project files instead of searching for them.

A site photo helps the office when its project is clear. Store photos and plans with the job, describe them clearly and confirm the upload. Quotations and invoices have their own document views.

Documents and site records in HassoluxApp view · Example data
Hassolux document list with example invoices, customers, statuses and totals
Product view with example data. Your account determines the available actions.

Feature scope

Find commercial records and project documents efficiently.

01

Start with the document type

Open Documents and choose the appropriate tab, such as Quotations or Invoices. The list shows number, customer, date, status and total. Compare these before opening the record.

02

File project documents correctly

Photos and plans belong in the relevant project's documentation area. Check the project before uploading and wait for completion. Selecting a file is not a confirmed upload.

03

Use GAEB as a separate workflow

A bill of quantities is not an invoice. Use the GAEB area for X83 and D83, price entry and offer output. This keeps document views and the GAEB working state clearly distinct.

How it works

Use documents and site records.
Step by step.

Store and find project records →
  1. 1

    Choose the project or document type

    Open the project for photos and plans. For commercial records, choose the appropriate Documents tab.

  2. 2

    File documents clearly

    Use meaningful filenames and descriptions. Check the project assignment before uploading.

  3. 3

    Check availability

    Wait for upload confirmation, then open the file from the list. Team access follows permissions.

An everyday example

The correct invoice for a customer

Choose Invoices and compare customer, document number and amount. Open the correct transaction. For its construction drawing, then open the project.

Questions and answers

Before you start
good to know.

Why is my GAEB file not under Invoices?

GAEB bills of quantities and invoices are different document types. Open the GAEB area or relevant project files.

How can I tell whether a file was saved?

Wait for the upload to finish successfully, then check the entry in its list.

Your next step

Explore documents and site records with your team.

Create an account for the 14-day trial or request a personal demo. The Plans and included user places are on the pricing page.