The Workshop Projekt Planner helps you Spravovať larger workshop jobs — Klavír rebuilds, restorations, or any multi-step Projekt. Track tasks, hodín, deadlines, a link Projekty to Zákazníci a Klavíre.
Podnikanie Plán
The Projekt Planner is Dostupný exclusively s the Podnikanie Predplatné (€49/Mesiac). Vylepšiť via Nastavenia → Predplatné to unlock this Funkcia.
Creating a Projekt
Navigate to Projekty in the main menu a click 'New Projekt'. Give it a Názov, optionally link a Zákazník a Klavír, set a Priorita a deadline, a estimate the Celkom hodín.
Managing tasks
Each Projekt can have multiple tasks. Pridať tasks quickly s the inline input field at the bottom of the task list, or click a task to Upraviť details like estimated/actual hodín a due dates.
- Click the circle to cycle Stav: To do → In progress → Done
- Drag tasks by the handle to reorder them
- Track estimated vs. actual hodín per task
- Set due dates — overdue tasks are highlighted in red
Capacity overview
The capacity bar on the Projekty overview shows how many workshop hodín you have used vs. Dostupný this Týždeň. This is based on your workshop hodín configured in Nastavenia → Workshop.
Funkcie
- Link Projekty to Zákazníci a Klavíre
- Priorita levels: Low, Normal, High, Urgent
- Stav tracking: Planning → Aktívny → Paused → Dokončené
- Visual progress bar based on Dokončené tasks
- Weekly capacity tracking based on your workshop hodín
- Filtrovať a Hľadať across Všetko your Projekty
Quotes & Pricing
Turn your Projekt task list into a professional quote. Each task can include pricing Informácia that's automatically calculated a ready to Zdieľať s your Zákazník.
Excel-style Editing
The task list works like a spreadsheet. Click any cell to Upraviť inline. Changes are saved automatically as you Typ. Press Enter to move to the Ďalší row, or Tab to move to the Ďalší 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
The cost overview at the bottom shows real-Čas totals pre labor, materials, a other costs. Only tasks marked as 'billable' (green checkbox) are included in the quote. Toggle billable off pre internal tasks you don't want to charge pre.
Exportovať Quote
Click 'Kopírovať Quote' to Kopírovať a text version to your clipboard (perfect pre pasting into emails), or click 'PDF' to open a professionally formatted quote ready pre printing or saving as PDF.
Tip
Set your hourly rate in Nastavenia → Workshop. New labor tasks will automatically use this rate. pre materials, enter both the cost Cena (what you pay) a the selling Cena to track your margin.
Tip
Use Projekty pre any multi-Deň workshop job: full restorations, action rebuilds, soundboard repairs, or even instrument transport coordination. The task list keeps you on track a the hodín overview helps s quoting future similar jobs.