A project (prosjekt) 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 project lives from quote to done.
Customer type first
When you create a project 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 project is active from the moment it is created — there is no separate draft stage. You can build lines, send the quote, plan visits and log hours from day one:
- Active — the working surface. The customer's yes is recorded as a separate acceptance on the project: either the customer accepts digitally via the quote link (see below), or you hit Register acceptance and pick how it was agreed (signature, SMS, email or verbal). While a quote is out without a registered acceptance, the project shows the "Open quote" chip.
- 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 project.
- Cancelled — the project is stopped, but the history is kept.
For private customers the acceptance is legally load-bearing: if you try to invoice a private customer without a registered acceptance, you get a clear warning (the Craftsman Services Act) that you must actively confirm — and the confirmation is logged.
Send the quote to the customer
As long as no acceptance is registered, you can send the quote to the customer as a quote link — a dedicated web page where the customer sees the quote and can accept or decline digitally. The acceptance is recorded on the project automatically, with name, time and any reference number the customer entered (the reference carries over to the invoice basis).
- Private persons: the quote page shows the withdrawal-right information, and the customer must confirm having read it before accepting. See Pricing, estimates and withdrawal.
- Above the amount threshold: you can set an amount threshold in the quote settings. Above it, the customer must also confirm the acceptance with a one-time code sent by email.
- Deadline: the quote has a validity deadline you can extend, and you can withdraw it as long as it hasn't been accepted.
Already agreed work
If the work is already agreed, you don't need to send a quote: hit Register acceptance on the project and pick how it was agreed — the agreement is documented.
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 project away
A project with invoiced lines can't be deleted (invoiced work must never disappear). To clear away a mistaken or finished project, 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 project — additional work with its own approval flow, kept tidy against the original estimate. A complaint (reklamasjon) is a warranty or complaint project on an earlier project. If a supplier caused the fault, you can claim the cost back — see Invoicing a project on cost bearer and supplier claims. The rules for pricing and withdrawal are in Pricing, estimates and withdrawal.