Documents from kwp-bnWin.net time-and-materials report, maintenance file and quote, with the source.

Documents and master data from kwp-bnWin.net come into your own instance via an agreed export recipe. Access is read-only; nothing is changed in kwp-bnWin.net.

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kwp-bnWin.net

subject to a feasibility check · database export

Example question

“Which hours and materials were recorded on the time-and-materials report for job 2025-0412?”

1 Answer with source

Connection

How the connection works

Experience with kwp-bnWin.net shows that some of the content is not a file in a folder but sits in the program itself. The route is therefore an agreed export recipe: a scheduled export of documents and master data, sent encrypted and over outbound connections only to your instance. We check before we start, with you and your kwp support partner, whether and how kwp-bnWin.net can be connected – how much is stored as files in the archive, what can be output from the program and whether an interface is an option, depending on version, modules and licence. Until then you upload documents: files, whole folders, emails, photos and voice notes.

Once set up, synchronisation runs automatically: new and changed documents from kwp-bnWin.net are added without anyone having to upload anything.

Set-upHow much work the export recipe takes depends on version and modules. We estimate the effort after the feasibility check and discuss it with you and your kwp support partner before anything is set up. The set-up is charged on a time-and-materials basis, agreed in advance.

Documents

Typical content: kwp-bnWin.net

Time-and-materials and service jobs from job processing – hours recorded, materials used and the customer’s signature on the report
Maintenance files per installation: interval, inspection points, the items needed for the next visit and the reports of the last maintenance visits
Quotes, order confirmations, interim and final invoices for the construction project, including the variations
Property and installation data – make, year of manufacture, serial number, location and the measured values from the last heating service
What comes back from the job when working on site with the Mobile Monteur app: report text, photos, materials used and the notes for the follow-up visit
Handover reports and commissioning reports for the installation, plus the correspondence you need for a complaint within the warranty period

Example questions

Questions you might ask your documents

“Which hours and materials were recorded on the time-and-materials report for job 2025-0412?”
1 Answer with source
“Which response time is agreed in the maintenance contract with the property management company Moosbrugger?”
2 Answer with source
“Which installations at the customer Rauch are due for maintenance next quarter?”
3 Answer with source

Start

Before a connection is set up

This connection is set up for you rather than switched on in one click. Every source has its own logins, permissions and folder structure – so before we start, we check with you whether and how it can be connected at your company. Set-up and maintenance are charged on a time-and-materials basis, agreed in advance; the amount depends on the source.

You can also upload files, whole folders, emails, photos and voice notes at any time. In the demo you see the answers using sample documents from your industry; you check them against your own documents in the first weeks after go-live.

Preliminary check

What we check in advance

Before we start, we look at what exists only on screen at your company – the remark in the time-and-materials job, the note on the maintenance installation, the hint for the follow-up visit – and whether the export recipe can take it along. An export is a snapshot at the time of the run, not a live query: whatever happens in the program afterwards only comes across with the next run. Because kwp-bnWin.net is modular, we also check which modules you use; maintenance files, for example, require the maintenance module. If a run fails, the sync shows it, so outdated data is not presented as current.

FAQ

Frequently asked questions about this connection

Before kwp-bnWin.net we had a different program. Do the old years come across too?

The export takes what is in kwp-bnWin.net today. Documents from the time before usually sit as PDFs on a drive or as paper files on the shelf; they can come across via upload, including as a whole directory. This older collection does not have to be complete: in customer service, what counts most is what was last done on the installation and what was left open at the time. Older years can be added later without setting up the configuration again.

Some of our notes exist only in the program, not in a file. What happens to them?

That is what the export recipe decides. Before we start, we look at which fields and lists can be output on a schedule – time-and-materials reports, maintenance files, installation data, report texts – and how they can be written out as files. What is not in the export cannot be answered either; the system then says that nothing is on file about it. In customer service, that is more useful than an answer nobody can back up afterwards.

What if a kwp update changes the filing or the lists?

Then the export recipe is adjusted; that is part of ongoing support, charged on a time-and-materials basis, agreed in advance, and not a special case. Nothing is changed in the program itself, the export only reads – but a version jump can shift fields or lists. So let us know before a major update, and we will look at the first run together afterwards.

We run two sites as separate clients (Mandanten) in kwp. Will they get mixed up?

No. The export runs per client, and where a document comes from stays recorded on the document. In your instance, both collections then sit side by side – an instance belongs to the company, not to the individual site. Whoever should only see their own site’s installations gets that via the roles. If you want to keep the two strictly separate, say so before the set-up – it depends on how the roles are set up and cannot be sorted out file by file afterwards.

Industries

Typical for these industries

Request a demo – with examples for kwp-bnWin.net

In a 30-minute video call, we use sample documents to show what answers with sources look like. Before we start, we check whether and how kwp-bnWin.net can be connected at your company.