From the phone call to the Swiss QR-bill
without retyping the work report
For electrical, plumbing, heating, carpentry and technical services. Appointments, work reports, materials and invoices run through the same data. The work report is created on site, even without a network, and becomes an invoice in the office.
What it often looks like today
- A paper report pad in the service van
- A wall calendar or spreadsheet for jobs and fitters
- Quotes as text documents in a folder
- Timesheets that get typed up at the end of the month
- Material lists on delivery notes and scraps of paper
- A separate accounting program for invoices
The typical shelf for trade businesses
Six apps that trade and technical businesses usually start with: CRM, E-Mail, Termine, Aufgaben, Personal and Finanzen. Aufgaben holds projects, work reports and materials; Finanzen turns them into quotes and invoices. Every app can be booked individually — the shelf is a suggestion, not a package.
One job, from the phone call to the incoming payment
Enquiry, site visit, quote, work report and invoice are attached to the same customer. What the fitter records ends up on the invoice without retyping.
Example: new lighting in the office of Muster GmbH
E-MailEnquiry in the shared inbox
The enquiry from Muster GmbH arrives at info@. You assign it to the project manager, and the status shows everyone that it is being worked on.
CRMCustomer in the CRM
Muster GmbH and its contact person are in the CRM. From now on, appointment, quote, work report and invoice are attached to this record.
TermineSite visit without double booking
The site visit reserves the fitter and the service vehicle. If either is already scheduled, the slot is not offered in the first place.
FinanzenQuote becomes project
You create the quote in Finanzen. If Muster GmbH accepts, it becomes a project in Aufgaben.
AufgabenWork report on site
The fitter records time with the timer and materials from the catalogue, writes the time-and-materials report on the phone, even without a network, and has the customer sign it.
FinanzenInvoice from the work report
The completed work report becomes a Swiss QR-bill in Finanzen. You reconcile the incoming payment via camt import; if the invoice remains unpaid, payment reminders take over.
What the apps bring to trade businesses
- CRM
- Private customers, companies, property managers and architecture firms as contacts and companies
- Leads with stages, from enquiry to order
- Follow-up reminders so no quote goes unanswered
- Duplicate detection for a clean customer base
- E-Mail
- Shared inboxes such as info@ or service@, with assignment and status
- Your existing mailbox, connected via IMAP/SMTP
- Text snippets for recurring replies
- Rules that pre-sort incoming mail
- Termine
- Jobs and site visits with resources — fitters, vehicles, equipment — without double booking
- Public booking flow, for example for service appointments
- Reminders before the appointment
- Calendar feed for the phone
- Every booking lands in the CRM
- Aufgaben
- Work reports on a time-and-materials or fixed-price basis, with customer signature and PDF
- Can be recorded offline — in the browser, including on the phone
- Voice-to-report: the AI turns a recording into draft lines, only with consent
- Material catalogue and time tracking with timer
- Customer portal for your clients
- Personal
- Shifts for the whole team
- Absences such as holidays and sick leave at a glance
- Record expenses
- Recruiting and onboarding of new employees
- Finanzen
- Quote, order, invoice and credit note in one chain
- A project in Aufgaben from the accepted quote
- Invoice directly from the work report, with Swiss QR code
- Payment reminders and camt import of bank statements
- Accounts payable for invoices from wholesalers and suppliers
Frequently asked questions
Not an app from the store. The work report runs in the browser — on the phone, tablet and laptop — and can also be recorded without a network.
Bring a real job along
In the demo, we recreate one of your jobs — from the appointment through the work report to the Swiss QR-bill.