Frequently asked questions

Everything you need to know about Ordops.

About
What is Ordops?

Ordops is an all-in-one business management platform for contractors, tradespeople, and construction companies.

From a single workspace, you can:

  • Manage projects and customers
  • Plan and schedule work
  • Create and assign tasks
  • Track working hours
  • Register expenses and scan receipts
  • Create quotes and invoices
  • Monitor business finances
  • Find subcontractors or outsource work through the Resource Board
  • Manage your team and workload


The Dashboard provides a quick overview of your business, including monthly profit, today's schedule, and items that require attention.

New accounts start with a free trial, allowing you to explore all features before choosing a subscription plan.

General
Is there an app available?

Ordops is focused on mobile usage, and the web app offers a similar experience to a native app. You can add the website to your home screen to launch it just like a regular app:

  • Android: Open the website in Chrome, tap the three-dot menu in the top right corner, and select "Add to Home screen."
  • iOS: Open the website in Safari, tap the Share button at the bottom of the screen, and select "Add to Home Screen."
Can I see quotes, invoices, expenses, and receipts per project?

Yes. Each project's detail page includes dedicated Quotes, Invoices, Expenses, and Receipts tabs, showing only the documents related to that project.

You can easily track project profitability, review outstanding invoices, compare approved quotes, and manage all project-related expenses in one place. VAT is automatically tracked and included where applicable.

Quotes & invoices
How do I create an invoice?

There are three ways to create an invoice in Ordops:


Option 1: Use the Quick Create (+) button

  1. Tap the floating + button.
  2. Select New Invoice.
  3. Choose the project.
  4. If the project has existing quotes, you can create the invoice based on a quote or start from scratch.
  5. Select whether the invoice is a Partial Invoice or a Final Invoice.
  6. Review the line items and save or send the invoice.


Option 2: Create an invoice from a project

  1. Open the project.
  2. Navigate to the Invoices tab.
  3. Select New Invoice.
  4. Choose a quote (if available) or create the invoice manually.
  5. Complete the invoice and save or send it.


Option 3: Create an invoice from the Invoices module

  1. Open Invoices.
  2. Select New Invoice.
  3. Choose the project.
  4. Create the invoice from an existing quote or from scratch.
  5. Select Partial Invoice or Final Invoice and complete the invoice.


All invoices are linked to a project, allowing you to track quotes, invoices, expenses, and profitability in one place.

How do I create a quote?

Use the floating + button and select New Quote. You can create a quote from an existing project or start with a blank quote.

You can also create a quote directly from the Quotes page.

Once a quote is accepted, it can be converted into an invoice.

How do I log an expense or scan a receipt?

Open Expenses and tap Register Expense, or use the quick-capture categories: Equipment, Vehicle, Office, and Insurance.

To photograph a receipt or import an invoice, use the floating + button and select Scan Receipt.

After scanning or importing, review and validate the extracted information before saving. This ensures that supplier details, dates, amounts, and VAT are captured correctly.

Deductible VAT is tracked automatically and applied to your expense records.

Navigation
How do I navigate the app?

Use the side menu (hamburger icon in the top left corner) to access all modules, view your trial status, and manage your profile.

From the side menu, you can access work-related modules such as:

  • Dashboard
  • Projects
  • Planning
  • Tasks
  • Quotes
  • Invoices
  • Hours
  • Expenses
  • Resource Board
  • Financials

You can also access account-related sections including:

  • Team
  • Settings
  • FAQ

In addition, the floating + button provides quick access to the most frequently used actions in the app, such as creating a project, quote, invoice, task, or expense.

This gives you quick access to all core features from anywhere in the app.

Where can I see my remaining trial time?

Open the side menu and scroll to the bottom.

There you will find your trial banner, showing the number of days remaining in your trial period. You can also select Choose Plan to upgrade your subscription at any time.

Below the trial banner, you will see your account information, including your name and email address.

Navigtion
What is in the bottom bar?

On mobile devices, a bottom navigation bar provides quick thumb access to the most frequently used areas:

  • Start (Dashboard)
  • Planning
  • Hours
  • Resource Board
  • Expenses

Planning
How do I view my schedule?

Open Planning to view and manage your schedule.

You can switch between Calendar and Gantt views, choose a Day, Week, or Month layout, filter by project, and toggle between My Planning and Team Planning.

How do I track time?

Open Hours and select the project you are working on. You can also link your time entry to a specific task if needed.

To track work in real time, press Start Timer. When you finish, stop the timer and your hours will be recorded automatically. You can review your entries in the Recent Hours section.

If you need to account for a break, open the time entry and add the break duration in minutes.

To log work you have already completed, select Add Manually and enter the date, start time, and end time.

Your total logged hours for today are displayed at the top of the page.

Can I clock in straight from the + button?

Yes. Tap the floating + button and select Clock In.

This will take you directly to the Hours page, where you can start the timer, select a project and task, or manually log time.

Quick create
What can I create from the + button?

The floating + button in the bottom right corner is the fastest way to access the most commonly used actions in Ordops. It is available on every screen.


Tapping the + button opens the Quick Create menu. The button itself does not create anything. Instead, it provides shortcuts so you can skip menu navigation.


From the Quick Create menu, you can:

  • New Task – Create and assign work for yourself or your team.
  • Clock In – Start a timer or log working hours.
  • Scan Receipt – Capture a receipt or invoice and register it as an expense.
  • New Quote – Create a quote from a project or start from scratch.
  • New Invoice – Create an invoice directly or from an existing quote.
  • New Project – Create a new project with customer details.

The Quick Create menu helps you perform common actions in just a few taps, no matter where you are in the app.

How do I open and close the Quick Create menu?

Tap the blue + button in the bottom right corner of the screen to open the Quick Create menu.

To close the menu, tap the X button in the top right corner of the panel, or simply tap anywhere outside the menu.

I tapped the + button but nothing was created. Is that a bug?

No. The + button only opens the Quick Create menu. It does not create or save anything by itself.

After opening the menu, select the action you want to perform, such as New Project, New Task, New Quote, or New Invoice. A form will then open where you can enter the required information.

Nothing is created or saved until you complete the form and select Save.

Projects
How do I create a new project?

Projects are the foundation of your work in Ordops. Tasks, hours, quotes, invoices, and expenses can all be linked to a project.

To create a project:

  1. Tap the floating + button and select New Project, or open Projects and select New Project.

  1. Enter a Project Name (required).
  2. Optionally add customer details, including:
  • Customer name
  • Email address
  • Phone number
  • Address
  • Start and end dates
  • Project status
  1. Select Save.

A "Saved!" confirmation message will appear once the project has been created successfully.

  1. Only the Project Name field is required. All other information can be added later.
What statuses can a project have?

Projects can be assigned one of the following statuses:

  • Draft – The project is being prepared and is not yet ready for execution.
  • Offered – A quote has been sent to the customer and is awaiting approval.
  • Planning (default) – The project is being scheduled and prepared.
  • In Progress – Work on the project has started.
  • Completed – All work has been finished.
  • Cancelled – The project has been stopped and will not proceed.

The project status helps you track progress from initial planning through completion.

What does the project detail page show?

The project detail page brings everything related to a project together in one place.

At the top, you can view a financial summary showing:

  • Revenue
  • Costs
  • Profit

You can also see the project's schedule and customer information.

The page includes dedicated tabs for:

  • Overview
  • Tasks (including the number of tasks, for example: Tasks (1))
  • Quotes
  • Invoices
  • Hours
  • Expenses

This gives you a complete overview of the project's progress, finances, documents, and work activities from a single screen.

How do I edit a project?

Open the project from the Projects list and tap Edit at the top of the project details page.

You can update the project name, customer information, contact details, dates, status, and other project settings.

After making your changes, select Save to update the project.

Resource board
How does the job market work?

A construction marketplace with no middlemen and verified profiles — find work from colleagues or outsource your own overflow.

Job market welcomeThe Auftragsmarkt intro: find and outsource work in three steps.

Available jobsVerfügbare Aufträge (Available jobs) with an Auftrag einstellen (Post a job) button and listing cards (location, hours, day rate, people, reactions).

User effort: ●●○○ Low–medium (uses the task form to post)

Three steps: 1) Settings (Einstellungen) – pick trade, region and rate; 2) Match – apply to jobs or get matched; 3) Work & Payment (Arbeit — Zahlung) – project, invoice and rating are handled automatically.

How do I post my own job?

Open Tasks and tap New Task. Enter the job details, then enable Publish this task on the Resource Board for external contractors.

Select the number of people required and specify the available budget as an hourly rate, daily rate, or fixed total amount.

Save the task to publish it on the Resource Board, where external contractors can view and apply for the job.

What information is on a job card?

Location, estimated hours, day rate (e.g. €280/dag), number of people needed, and how many contractors have reacted (Reaktionen). Tap Bearbeiten to edit your own posting.

What happens when a job is completed?

Completed jobs flow automatically into Projects and Invoices, so you don't re-enter the data.

job marketAuftragsmarktoutsourcefind work

Getting started
How do I find my way around?
Two navigation systems work together: a bottom bar for the five most-used areas (Start, Planung, Stunden, Aufträge, Ausgaben) and a full side menu opened from the hamburger icon (top-left). A blue floating + button (bottom-right) is the universal shortcut for creating anything quickly. See the sections below for each.
Where do I land when I log in?
On the Dashboard (Start). It shows a personalised greeting, this month's profit (Gewinn diesen Monat), today's planned work, and an attention list of things that need action.
Tasks
How do I create a task and assign it to a team member?

A task always belongs to a project. The task form also handles team assignment, scheduling and job-market publishing.

New task form
The Neue Aufgabe form. Projekt is the only required field; add trade (Gewerk), description, work area and a checklist.
Assign team member
Tap Teammitglied hinzufügen (Add team member), search and tick people. Selected members appear as chips under Auftragnehmer (Assignee).
Team availability
After you set a date & time, Teamverfügbarkeit (Team availability) shows who is free (Verfügbar/Frei) or busy (Belegt) — and auto-calculates the duration (e.g. ~3.0h).
User effort: ●●●○ Medium (multi-section form, scrolling needed)
  1. Floating +New Task (Neue Aufgabe).
  2. Select the Project (required) and type the task name (Aufgabe).
  3. Optionally add trade (Gewerk), status, description and checklist points.
  4. Scroll to Auftragnehmer, tap Teammitglied hinzufügen, search and select one or more people.
  5. Set the date and time under Wann? — check Teamverfügbarkeit to avoid clashes.
  6. Press Save (Speichern).
Can I assign more than one person to a task?

Yes. The team member selector supports multiple selections.

Each selected team member is added as a separate chip, and the selector displays the number of assigned people, for example Add Team Members (1).

You can continue selecting additional team members until everyone required for the task has been assigned.

How does the availability check work?

Once you set a date and time for a task, Ordops automatically checks the availability of the selected team members.

Each person will be shown as:

  • Available – No scheduling conflicts were found.
  • Busy – The person already has work planned during the selected time period.

When a conflict exists, the overlapping schedule entry is displayed so you can see what is causing the clash.

Availability is calculated based on the date and time entered in the task schedule, helping you avoid double-booking team members.

What scheduling options are there?
Under Wann?: Einzelsitzung (single session), Datumsbereich (date range) or Benutzerdefiniert (custom). For a single session you set date plus a From–To time; the duration is calculated for you.
Where do assigned tasks appear afterwards?
Inside the project's Tasks tab (with assignee, schedule and planned vs worked hours) and in Planning for the assigned person.
Task inside project
The saved task inside the project's Aufgaben tab — showing status, trade, schedule, planned/worked hours and the assignee.
taskAufgabeassignteamscheduleavailability
Troubleshooting
Why can I not save what I am creating?

Make sure all required fields marked with * have been completed.

For example:

  • A project requires a project name.
  • A task requires a project to be selected.
  • Other forms may have additional mandatory fields.

Once all required information has been entered, select Save to create the item.Make sure all required fields marked with * have been completed.

For example:

  • A project requires a project name.
  • A task requires a project to be selected.
  • Other forms may have additional mandatory fields.

Once all required information has been entered, select Save to create the item.

Why does the Save button not work?

Check that all required fields marked with * are completed. Scroll through the form to make sure nothing is missing.

Then tap Save once and wait for the "Saved!" confirmation message.

Why is a team member marked as Busy?

A Busy status means the selected team member already has work scheduled during the chosen date or time.

The availability check automatically warns you about scheduling conflicts to help avoid double bookings.

To continue, either:

  • Select a different date or time, or
  • Assign the work to a team member who is shown as Available.

You can also review the team member's schedule in Planning to see their existing assignments.

Why can I not find my new project or task?

First, confirm that you received the "Saved!" confirmation message after creating the project or task. If no confirmation appeared, the item may not have been saved.

For projects, check the Status filter on the Projects page and set it to All. Then refresh the list.

For tasks, open the related project and navigate to the Tasks tab, or review the Tasks module to find the newly created task.

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