A job (oppdrag) is the operational core of Onebase — the work you do for a customer. Everything else hangs off it: lines for labour and materials, the hours logged, planned visits, and finally the invoicing. This page explains how a job lives from quote to done.
Customer type first
When you create a job you pick a customer type. It says who the customer is — and it's more than a search filter:
- Business — you search among your companies.
- Private person — you search among your contacts. Important: the right of withdrawal (angrerett) applies only to private persons (consumers), so the type is legally load-bearing, not just practical.
- Internal — work with no external customer.
- Other — no CRM customer, but a free-text note on who it's for.
The lifecycle
A job moves through fixed statuses:
- Draft — this is the quote. You build lines (labour, materials, expenses), add a description and photos, and work out the price.
- Active — when the customer says yes, hit Register acceptance and pick how it was agreed (signature, SMS, email or verbal). Everything from the quote carries over — same lines, same prices. Now hours and materials can be logged.
- Partly invoiced and Invoiced — you don't set these; they're derived from invoicing. Partly means some lines are invoiced while the rest is still live work. Invoiced means everything billable has been taken. See Invoicing a job.
- Cancelled — the job is stopped, but the history is kept.
Skip the quote stage
If the job is already agreed, you can skip the quote: choose "Already agreed — start active" at creation, and the job starts active straight away.
Document the finish
When the work is done you write completion notes — what was actually done — and upload photos under Files. Then it's all documented from start to finish.
Clearing a job away
A job with invoiced lines can't be deleted (invoiced work must never disappear). To clear away a mistaken or finished job, you archive it instead — that hides it from the list but keeps it. "Show archived" brings them back.
Extra work and complaints
If the customer needs more than agreed, you create an extra (tillegg) on the job — additional work with its own approval flow, kept tidy against the original estimate. A complaint (reklamasjon) is a warranty or complaint job on an earlier job. If a supplier caused the fault, you can claim the cost back — see Invoicing a job on cost bearer and supplier claims. The rules for pricing and withdrawal are in Pricing, estimates and withdrawal.