Information
The Information section gives you full insight into the project data, from name, VAT number, and address to financial details.
Important to know: fields with an 'eye' icon are visible to the buyer; fields without are only for internal viewing.
Customer
On the right side, you will find the customer record.
Contacts
Project administrators
Under Project Administrators, after selecting the project, you can add team members as an Administrator via the 'Contacts' card. By giving them this role, they gain access to all information and functionalities of this project.
Project partners
Below the Project Administrators window, you will find the "Project Partners" card. Here you can add partners with whom you want to share documents that belong to a specific unit. For example, when a client approves a technical plan. It would then be useful to share this approved plan with everyone who will need it in the future: tiler, electrician, plumber, etc.
Important: When you add a partner to a decision, this decision partner is automatically added to Project Partners.
In short, the Information section is the central management environment for all project data, regulating team access (Project Administrators), and sharing documents with relevant Project Partners.
Deactivating unit
By deactivating a unit, you switch off all functionalities for this unit. The unit can no longer be actively used, but all information remains available. After deactivation, you and the home buyer can still:
Consult documents, decisions, finances, aftercare, …
Download exports
The Conversations function remains actively usable, customers still can send messages and you can still reply to messages. But it's no longer possible to send new messages.