The Workshop Project Planner helps you manage larger workshop jobs — piano rebuilds, restorations, or any multi-step project. Track tasks, hours, deadlines, and link projects to customers and pianos.
Pro+ funksjon
Prosjektplanleggeren er tilgjengelig fra Pro+. Oppgrader via Fakturering for aa laase opp denne funksjonen.
Creating a project
Gå til Prosjekter i hovedmenyen og klikk på «Nytt prosjekt». Gi prosjektet en tittel, koble eventuelt til en kunde og et piano, angi prioritet, status og frist, legg til notater og beregn totalt antall timer. Du kan også opprette et prosjekt fra et piano eller en ferdigstilt tilstandsrapport.
Managing tasks
Each project can have multiple tasks. Add tasks quickly with the input field at the bottom of the task list, or click a task to edit its type, description, notes, quantity and unit, price, cost price, billable, worked hours, status and due date. The material status and, if your account has a team, the assigned team member are set directly in the task list. Planned hours come from linked workshop appointments.
- Click the circle to cycle status: To do → In progress → Done
- Drag tasks by the handle to reorder them
- Track estimated vs. actual hours per task
- Set due dates — overdue tasks are highlighted in red
Capacity overview
Kapasitetsoversikten i prosjektoversikten viser brukte, planlagte og tilgjengelige verkstedtimer denne uken. Overbooking vises i oversikten. Den er basert på verkstedtidene du har angitt under Innstillinger → Verksted.
Material lines have their own status: Ikke bestilt, Bestilt, Mottatt or Montert. From the projects overview you can open a central order list with the materials that are not yet received from projects in Planning, Active or Paused; you can update the status there, and a line leaves the list once it is received or installed.
Features
- Koble prosjekter til kunder og pianoer, eller opprett dem fra et piano eller en tilstandsrapport
- Priority levels: Low, Normal, High, Urgent
- Status tracking: Planning → Active → Paused → Completed
- Visual progress bar based on completed tasks
- Ukentlig kapasitetsstyring basert på verkstedtidene dine, med rutenett- og tidslinjevisning
- Filtrer, søk og dupliser prosjekter (en kopi starter igjen på Planning med alle oppgaver åpne), tildel oppgaver til teammedlemmer hvis kontoen din har et team, og følg materialer og arbeidshistorikk
Open a project for its phase bar, task progress, hours, materials, work history and quote. From there you can duplicate, edit or delete it and go straight to the linked customer or piano. The timeline view is available on larger screens.
Quotes & Pricing
Turn your project task list into a professional quote. Each task can include pricing information that's automatically calculated and ready to share with your customer.
Excel-style Editing
The task list works like a spreadsheet. Click any cell to edit inline. Changes are saved automatically as you type. Press Enter to move to the next row, or Tab to move to the next column.
Task Types
- Labor — Work hours billed at your hourly rate (set in Settings → Workshop)
- Material — Parts, strings, felt, etc. Track cost price for profit calculation
- Other — Transport, disposal, rental costs
Cost Overview
Kostnadsoversikten viser løpende totaler for arbeid, materialer og andre kostnader, inkludert kostpris, salgspris og margin. Bare oppgaver merket som fakturerbare (grønn avkrysningsboks) tas med i tilbudet.
Export Quote
Click 'Copy Quote' to copy a text version to your clipboard (perfect for pasting into emails), or click 'PDF' to open a professionally formatted quote ready for printing or saving as PDF.
Servergenerert tilbuds-PDF
Tilbuds-PDF-en genereres av PianoPlanner pa serveren. Den kan inneholde logo, prosjektbeskrivelse, full kundeadresse, tilbudsnummer, gyldighetsdato, tilbudsvilkar og MVA-totaler.
Godta tilbud og fakturer
Bruk Godta og fakturer for å gjøre et prosjekttilbud om til et fakturautkast som er klart til sending. PianoPlanner foreslår den tryggeste fakturatypen ut fra prosjektets fremdrift. Prosjektdetaljen viser også planleggingsfasene, materialstatus, tilbudssummer med eller uten mva. og tilknyttet arbeidshistorikk.
- Delfaktura: fakturer fullforte oppgaver og arbeidede verkstedtimer.
- Full faktura: fakturer hele tilbudet pa en gang.
- Forskuddsfaktura: fakturer en fast prosent, for eksempel 50%.
- Fakturaen forblir koblet til prosjektet, slik at prosjektkort kan vise forskudd, delfaktura eller fullt fakturert.
For a follow-up invoice, PianoPlanner adds a negative "already invoiced" line for earlier sent, confirmed, paid or overdue invoices of the project; drafts do not count. Check the lines and amounts before you send the invoice.
The ten phases: Mottak → Diagnose / inspeksjon → Tilbud → Godkjent / planlagt → Forberedelse → Utførelse → Kontroll / justering → Klar til levering → Levert / fullført → Fakturert.
Condition report to project flow
Use this workflow when an inspection grows into workshop work. It keeps findings, pricing, and hour registration in one chain.
Step 1 - Create a condition report
Open the customer and piano, create a condition report, and capture summary, findings, and recommendations.
Step 2 - Finalize the report
Finalize when your diagnosis is complete. The report remains linked to the same customer and piano for later traceability.
Step 3 - Create project from report
In Condition Reports, click New project on the report row. PianoPlanner creates a workshop project prefilled with customer, piano, and report context.
Step 4 - Build estimate and quote
Add labor, material, and other tasks, set billable lines, then use the live cost overview and quote export (copy or PDF) for your proposal.
Step 5 - Execute and register workshop hours
Plan workshop appointments linked to the project, mark work done, and track planned versus actual hours inside the same project timeline.
Result
You keep one continuous chain from diagnosis to quote to workshop execution, with auditable costs and hours per instrument.
Tip
Set your hourly rate in Settings → Workshop. New labor tasks will automatically use this rate. For materials, enter both the cost price (what you pay) and the selling price to track your margin.
Tip
Use projects for any multi-day workshop job: full restorations, action rebuilds, soundboard repairs, or even instrument transport coordination. The task list keeps you on track and the hours overview helps with quoting future similar jobs.
