Help

Getting started

What the modules do — CRM, quotes, Oppdrag, inventory and HR — and the first steps from customer to job.

/hjelp/kom-i-gang→

Jobs: from quote to done

Customer type, the lifecycle from quote (draft) to active and invoiced, skipping the quote stage, archiving, and extra work and complaints.

/hjelp/oppdrag→

Invoicing a job

The invoice basis (not a real invoice), freezing and why it's locked, partial and ongoing invoicing, credit notes, and cost bearer and supplier claims.

/hjelp/fakturering→

Pricing, estimates and withdrawal

Time-and-materials vs fixed price, §32 price estimates (the +15% ceiling), and the right of withdrawal for consumers. Onebase warns, never blocks.

/hjelp/pris-og-angrerett→

Agreements, price inheritance and subscriptions

Price terms that jobs inherit, the terms timeline, and subscriptions that generate a fixed fee or a periodic job.

/hjelp/avtaler→

The Onebase assistant

What the help bot can and can't do: it answers questions and points you to the right screen, but it doesn't read your data or make changes.

/hjelp/assistenten→

Connect your own AI

Connect your own Claude to Onebase via MCP for AI that actually reads and works in your data — step by step.

/hjelp/koble-til-egen-ai→