A dossier can be created for a site or a component of site. When choosing the site the predefined addresses are filled in the dossier. It's possible to create a dossier without site, in this
case orderer, billing and delivery address have to be chosen. An dossier contains an optional offer, the material used, tasks done and optional purchases done for this dossier.
A dossier has various states beginning from "New" going over to the optional "Offer" and will be marked as "Planned" as soon as an appointment is assigned. When all service activities are
done the dossier will be marked as "Done" and is ready for billing. After billing is done it's set to "Billed".
All state changes are logged and can be used as base for key performance figures.
In the offer tab all material and planned working hours can be added in a structured list including price and discount. Prices and discounts can be are calculated based on terms for
customers or assigned contracts.
When an offer is printed or mailed as PDF to the customer, this can be stored in the activities including the offer total.