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Construction and installation
The project, the materials, the hours and the handover certificate — one chain, with the invoice forming itself at the end.
Part of the chain
- Capture
- Sell
- Deliver
- Get paid
What matters in this business
- A Gantt chart and resource planning on a timeline
- Work and materials used are logged against the task
- Handover certificates from a template
- The invoice is generated from the project — from real time and materials
- Project copying for standard sites
The modules you will switch on first
Projects and tasks
From the deal to the finished work and the invoice for it — with real time and materials.
Documents and e-signature
A contract is signed with Smart-ID in a few minutes, straight from the customer record.
Invoices
The invoice is generated from a deal or a project and sends itself — on a schedule, not on a reminder.
Inventory and products
A warehouse that is not a separate application: stock and price are visible right in the deal line.
Can we invoice for the work actually done?
Yes. The invoice is generated from the project using the logged time and the materials used.
Are there handover certificates?
Yes, from a template with variables from the CRM. The certificate can be signed with Smart-ID.
Will we see who is busy and when?
Yes — on the planning board with resource planning and on the Gantt chart.
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Other lines of business
Car sales and rental
Listings go out from the deal record, and roadworthiness and insurance deadlines remind you themselves.
Trade and manufacturing
Stock, price and the customer's price list are visible on the same line where the sale is written.
Services and maintenance
Sites, inspections and the field team in one place — with photos and time logged where the work happens.