Overview of our features
Optimally manage your field service daily in just one place.
Offer preparation
Create individual and professional quotes directly in the web app. With just a few clicks, you can provide your customers with a clear and transparent offer and send it directly by email.
Calculation
Our calculation function allows you to keep track of costs and profitability. This allows you to ensure that your offers are attractive for both you and your customers.
Product and performance database
Manage your items and services seamlessly with our comprehensive database including connection to wholesalers via UGL and IDS. Keep track of all details and access them quickly and easily at any time - even in the app.
CRM functions
Manage your customer relationships efficiently and purposefully with our CRM functions. Keep track of all important information and build successful relationships with your customers.
Project chat
Keep in touch with your team via our project chat. Exchange information, ask questions or give updates - all in one place.
Customer notification
Inform your customers about progress, changes or news in real time and automatically by e-mail. This creates transparency and trust.
Customer portal
Offer your customers their own portal where they can view the status of their orders, download documents and communicate with you. A high level of service that strengthens your customer relationships.
Project planning
Plan and manage your projects efficiently. With our tools, you can track progress, allocate resources and ensure that all tasks are completed on time.
Work order management
Create orders quickly and easily, automatically link all information, manage materials and resources and maintain an overview at all times.
Digital construction folder
Manage all relevant documents and information about your construction project in one place. This allows you to maintain an overview and have all information to hand at all times.
Work order management with Kanban board
Organize tasks efficiently with our Kanban board. Keep an eye on progress and ensure that nothing is overlooked.
Maintenance planning and scheduling
Plan and manage your maintenance tasks effortlessly with our maintenance planner. Set maintenance intervals once and our software will create maintenance orders from the template in good time. This ensures the smooth operation of your systems and machines and avoids costly breakdowns.
Intelligent scheduling & dispatching
Optimize your scheduling automatically according to qualifications, employee availability, location and shortest travel time to an order.
A.I. Route optimization
Let our A.I. suggest the best plan for you. It will automatically improve your planning.
Detailed planning board
Plan jobs, vacations or illnesses directly and move them using drag & drop. Including travel time display and color coding.
Map overview with Google Maps
Display job locations, conurbations, live vehicle positions and routes on the map and keep an eye on everything at all times.
Subcontractor control
Assign orders to your subcontractors even without mfr or schedule external employees like your own.
Real-time status
Keep an eye on whether an order is currently being processed, has been completed or whether there are delays.
GPS tracking
Track the location of your technician live on the map. Record driving times and kilometers automatically.
Push notification
Document all journeys digitally, automatically and seamlessly - also recognized by the tax office.
Employee app
The world for mobile employees with all the tools and information they need to work in a focused and productive way.
Schedule overview and navigation
Document all journeys digitally, automatically and seamlessly - also recognized by the tax office.
Automatic time recording
Your technicians can easily record work, order, break and travel times with the app.
Order stack
For greater productivity, technicians can schedule jobs that match their qualifications themselves via the app.
Information database
Your technicians have access to product data, documents, plans, safety data sheets (SDS) and information on the environment, health and safety (EHS) at all times.
Offline function
If there is no reception, all app functions work completely offline.
Checklists
Manage your technicians' workflows via dynamic checklists and ensure accurate documentation.
Photo documentation
Take as many photos as you like - for each step in your checklist. No restrictions, no compromises. Document your work in detail and clearly.
Text modules
Use predefined text modules to speed up your work. No more writing the same or similar texts multiple times. Concentrate on the essentials and save time.
Material acquisition
You can record the consumption of materials directly in the app, manually or simply using a QR code.
Client signature
Confirm completion of the work directly on site by recording the customer's signature in the app. This ensures transparency and trust between you and your customer.
On-site reports
Create detailed PDF reports directly on site. This allows you to document your work immediately and forward reports to customers.
Proof of performance in real time
Working time, completed tasks and used material are immediately available in the office.
Invoicing
The invoice can be generated automatically from the order and based on the documentation from the app and further customized in the editor.
Final costing
Determine deviations from the quotation calculation and thus check the cost coverage. Calculate the expected target and actual costs directly.
Partial and interim invoices
Plan and manage payments flexibly to optimize your company's cash flow and ensure customer satisfaction.
Dunning
Keep track of overdue payments and manage your dunning process efficiently with our software. Create and send automated reminders to ensure your work is paid on time.
Billing status
See which invoices have already been paid, which are still outstanding and which are in the dunning process. This allows you to optimize your financial management and stay in control.
Reports and protocols
Create comprehensive service reports or logs including images from the documentation and send them to your customer on site.
Document management
Manage all your important documents centrally and clearly and store them in a legally compliant manner.
Dashboard
Create your individual dashboard to visualize data and KPIs. Make informed decisions on this basis and manage your team better.
Driver's logbook
Document all journeys digitally, automatically and seamlessly - also recognized by the tax office.
System database and history
Manage and document all your properties and systems efficiently in our system database. Keep an eye on important details and the complete maintenance and usage history of each system at all times. This allows you to make informed decisions and optimize the service life of your systems.
Mobile warehouse
Manage your warehouse on the go. With our app, you can check stock levels, order materials and make sure you always have what you need, when you need it.
Master data
Manage all important master data in the app. From customer information to material and product data with history, everything is stored centrally, smartly linked and can be accessed at any time.
Editor with multi-level structure
Create quotes, orders and invoices in a clearly structured editor. Use our detailed itemization with titles and sets. Move items using drag & drop and hide individual items.
Checklist Designer
Each order type has a different workflow and data that needs to be recorded. Digitize your logs and reports here, expand them, capture more data and introduce standards with templates. Make checklists the heart of your processes and unleash enormous potential.
Templates
Create templates for quotations, orders, checklists and invoices and speed up the creation process. Set a standard and ensure consistency.
Tags and Categories
Assign your orders to groups and categories to filter according to specific criteria.
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