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Getting started

Log in, set up your first project and learn how AIMZ fits together.

19 articles
What is the difference between the tables in the menu and the view inside a production code?Inside a production code you see only what applies to that code. The tables in the menu show everything across all production codes in the project.
How do I log out of AIMZ?Click the profile icon at the top right, and select Log out.
Does AIMZ work with amounts including or excluding VAT?AIMZ always works excl. VAT. Contract value, change orders, markups and forecasts are entered and read without VAT.
How do we track many small service and aftermarket jobs?Create one umbrella project and let each production code represent one job. You get costs and a forecast per job, plus a combined overview.
Can I search in drop-down menus instead of scrolling?Yes. Start typing in the drop-down menu, and the results are filtered immediately. It works for account, production code and supplier, among others.
In short: What is AIMZ and how does it all fit together?A simple introduction to how AIMZ is structured — from estimate and production codes to purchasing, changes and invoices.
What do we need to send to AIMZ before start-up and onboarding?Send the estimate and the production code or account template, and have the integration with the accounting system set up in advance. The first onboarding typically takes 1–1.5 hours.
🎥 Get started in 5 minutes!A short video and the first steps for new users: logging in, choosing a project, viewing the dashboard, production codes and invoices.
How do I log in for the first time?How to log in to AIMZ the first time and afterwards: email, choosing an organisation, «Remember me» and forgotten password.
Where can I get training and help?Super user course, chat and help center — where to turn depending on what you need.
How do we start using AIMZ on a project that is already under way?The order to follow when the project is halfway through, there are posted costs in the accounts and the estimate needs to be added afterwards.
Where do I create a new project?How to create a new project in AIMZ: the role you need, the steps in the dialog and what to do if it hangs.
Importing production codes in AIMZHow to import all the production codes for a project from Excel.
How do I export data to Excel?Guide to exporting to Excel from AIMZ.
Can I do simple calculations directly in number fields?How to use simple calculations directly in number fields in AIMZ, without typing «=» as you do in Excel.
Why do I get «Account already exists» when I log in?Your user has already been created, but you are logging in differently from how the account is set up. Check the invitation, use the Microsoft button or Forgot password.
In what order do I set up a new project?Create the project and fill in the contract details, give access, import production codes and the estimate, add purchases, the billing schedule and Setup and Operation, and link the invoices.…
What do I do if I can't log in?Check that you are using the email address the user is registered with, that the invitation is not in your spam folder, and that you choose the right organization. If…
Where do I find the different modules in the menu?The left menu has the modules Home, Portfolio, Liquidity, Report, Billing Schedule Client, Estimate, Purchasing, Change Order, Account, Invoice, Expected Addition, Index regulation, Own Production, Uncertainty and Setup and Operation.