From project to work report to invoice
Plan projects on a board, list or calendar, record time and materials and have work reports signed on site. The invoice is created directly in Finanzen.
Aufgaben
- Three views, the same tasks
- Board, list and calendar show the same tasks. Spaces and projects provide the structure.
- Time that gets recorded
- Time tracking with a timer and time balance, plus an overview of team workload.
- Work reports on site
- Time-and-materials or fixed-price reports with customer signature, recorded offline too and ready as PDF.
- Straight to the invoice
- The invoice is created from the project or work report directly in Finanzen. A quote becomes a project.
Example
Project · Muster AG renovation
Dismantle old system
done · 6.5 h
Report 12 · time and materials
signed by Anna Muster
Materials: cable trunking
24 m recorded
Milestone: commissioning
due Fri, 16 Oct
Invoice from report 12
created in Finanzen
What is in the folder
Planning
- Spaces and projects
- Board, list and calendar
- Sprints, milestones and goals
- Automations
- Documents on the project
Recording
- Time tracking with timer
- Time balance
- Team workload
- Materials
- Time-and-materials or fixed-price work reports, also offline
- Customer signature and PDF
Billing and customers
- A quote becomes a project
- Invoice from project or work report directly in Finanzen
- Customer portal for your customers
Works together with
- FinanzenThe invoice from a project or work report is created directly in Finanzen, and a quote becomes a project.The invoice from a project or work report is created directly in Finanzen, and a quote becomes a project.
- PlatformClaude can create and edit tasks – with the permissions of the person whose key it uses.Claude can create and edit tasks – with the permissions of the person whose key it uses.
Frequently asked questions
Yes. Work reports can be recorded offline, for example on a building site with no reception – on a time-and-materials or fixed-price basis, with customer signature and as PDF.
From job to invoice without detours
In a demo, we show you project, work report and invoice using an example from your business.