Feature overview

What is in it, in keywords

Anyone choosing software compares — and wants a list for that, not a story. Here it is: eleven areas, from the phone call through the measurement and the certificate to the reminder. All of it is built and running.

  1. 01Order

    From the phone call to the handover

    What comes in becomes an order, gets a date and a crew. Who placed it and when stays in the header — still there in two years, when somebody asks.

    • Dashboard
    • Orders
    • Kanban board
    • Tasks
    • Task templates
    • Appointments and scheduling
    • Appointment reminder for the customer
    • Crew assignment
    • Work packages
    • Order types with their own number range
    • Your own statuses and priorities
    • Order templates
    • The building owner
    • Placed on, placed by, recorded by
    • Construction projects, lots and stages
  2. 02Rapport and hours

    Written on site, not in the evening

    The Rapport is written where the work happens, and the customer signs it on the phone. The hours are clocked instead of being guessed at on Friday.

    • Rapporte
    • Regie Rapport
    • Defect Rapport
    • Its own crew per Rapport
    • «My Rapporte»
    • Signature on site
    • Photos and a voice note
    • Description of the work
    • Acceptance deadline for a Regie Rapport
    • Time tracking with start and stop
    • Clocking a break
    • Overtime
    • Travel time and travel rates
    • Meal allowance
    • Hours per order
    • Pikett rota
  3. 03Installation and certificate

    Measure, certify, bring forward

    The values travel from the instrument into the protocol instead of through the keyboard a second time. Which certificates an order needs is proposed for you — and whoever did the work may not sign it off.

    • Installation dossier
    • Circuits
    • Measurement runs
    • Measurement protocol as a PDF
    • Erstprüfung
    • Schlusskontrolle
    • Abnahmekontrolle
    • Periodic inspection
    • Which certificates an order needs
    • Independence under NIV Art. 33
    • Inspection periods under the NIV
    • Permits and their deadlines
    • Defect report
    • Deadline monitor
    • Look up the grid operator
    • The EIV deadline for the one-off payment
    • Send the SiNa and the protocol with the invoice
  4. 04Belege

    Quote, Rapport, invoice — one editor

    The three are the same Beleg with a different kind, so they are the same editor too. What the customer sees, they see through a link and sign on whatever device is in their hand.

    • Quote
    • Invoice
    • Rapport
    • Positions and structure
    • Quick calculation
    • The price dials under the quote
    • Customer discounts
    • Akonto
    • Skonto
    • Regie
    • Variations
    • Partial invoice
    • Rückbehalte
    • Guarantee periods
    • QR invoice
    • Customer view through a link
    • Signature on the device
    • A Beleg in the customer's language
    • Opening and closing text
    • Sent as a PDF
    • Tenders
    • Cost plans
    • Service packages
  5. 05Accounting

    What comes in, what goes out, what is missing

    The bank statement is held against the open invoices, the dunning ladder keeps climbing, and the construction lien deadline speaks up before it runs out. Your accounting stays where it is.

    • Receivables
    • Payables
    • Reading in the bank statement
    • Payment matching
    • Payment plans
    • Dunning with steps
    • Dunning letter
    • Default interest and dunning fee
    • Debt collection request
    • Construction lien deadlines
    • VAT return
    • Input tax on expenses
    • Expenses with a photo of the receipt
    • Supplier invoices
    • An invoice with a link for the customer
    • bexio
  6. 06Figures

    How the business is doing

    Not a second set of books: the figures come from the Belege, the hours and the stock that are recorded anyway. No chart of accounts, no opening balance.

    • Controlling overview
    • The annual target — and whether you are on course
    • Contribution margin
    • Post-calculation per order
    • Cost rate per person
    • Value of the stock
    • Open receivables and how old they are
    • Weekly report
  7. 07Material

    What it costs, what is on the shelf, what was installed

    The catalogue says what a socket costs, the stock says whether one is in the van, and the weekly reconciliation says whether what was delivered was also billed.

    • Article catalogue
    • Service packages
    • Stock and quantities
    • Several storage locations
    • Goods receipt
    • Delivery notes
    • Reconciliation: delivered, installed, billed
    • Wholesaler prices and availability
    • Ordering from the wholesaler
    • Structured by NPK and SIA 451
    • Steiger calculation
    • Reading in price lists
  8. 08Customers and buildings

    Who orders, who pays, who unlocks the door

    In an apartment block those are three different people. Property management, general contractor and tenant hang off the Objekt and not off the order — which is why they are still there long after the order is filed.

    • Customers
    • Contacts
    • Companies
    • Objekte
    • Parties on an Objekt
    • Property management
    • General contractor and architect
    • The contact on site
    • Subcontractors
    • Suppliers
    • Customer classification
    • The customer's language
    • Duplicate detection
    • Service contracts
    • Maintenance contracts that raise their own work
  9. 09Inbox

    Everything that arrives — and everything that gets discussed

    E-mail, WhatsApp and the form on your website land in the same list. What there is to say about an order is said on the order, not in a group chat nobody can find again.

    • Inbox
    • E-mail
    • Gmail
    • WhatsApp
    • Forms
    • Enquiries from the website
    • Automatic classification
    • Suggested reply
    • Attached to an order and a customer
    • Chat on the order
    • Naming someone with @
    • What you have not read
    • Push to the phone
    • History: who changed what, and when
    • Trash you can restore from
  10. 10Artificial intelligence

    Reads along, suggests, decides nothing

    The supplier invoice is read rather than retyped, the Rapport dictated on the drive home. Plenty is suggested; nothing goes out without you.

    • An assistant on every page
    • Reading Belege out of e-mail and PDF
    • Drafting a quote
    • A Rapport from dictation
    • Reading receipts
    • Reading supplier invoices
    • Recording defects
    • Classifying orders
    • Spotting duplicate orders
    • Following up
    • Reporting a fault or a wish
    • What the assistant may do is decided by the role
  11. 11The business

    Roles, branches, offline

    Work continues in a basement with no signal and syncs later. Who sees what is decided by the role: the Monteur sees his orders, not the margin.

    • Several Betriebe
    • Roles and permissions
    • The field crew sees only its own orders
    • Teams and branches
    • Company profile
    • Areas that can be switched off
    • Working offline
    • German, French, Italian, English
    • Data protection under the revDSG
    • Access and erasure
    • Statutory retention periods

How to read this list

Nothing here is planned — it is built

The list was read off the software itself and not off the concept: off the navigation a role is shown, and off what actually answers behind it. What is only planned sits on the Integrations page and carries the word «planned» there. And what you do not need does not have to stay: tasks, appointments, Pikett, construction projects, compliance, work packages, branches and the stock are each switched on or off by the Betrieb itself — switched off they disappear from the menu, and the data stays where it is.

A feature list is cheap. Ask us what one of them looks like in your own business.

Better seen than read

Half an hour on screen, on your own cases: a measurement, a certificate, an invoice.

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