One file. From first contact to repeat job.
Customer master with full enquiry, quote and invoice history. Public customer portal: your client sees status, downloads quotes, signs off – no more PDF ping-pong.
Gewerbe · Münster
Verlauf
Per customer: enquiry history, all quotes with version trail, orders, projects, daily reports, invoices, payments, full communication. One file, no searching across four tools.
Each customer gets a portal login. They see live quotes, sign off digitally, download invoices, follow project progress. No more "can you email me that again?"
The customer can reply via portal chat anytime. Optionally hooked up to WhatsApp – messages land in your sworg inbox, not on a single technician's personal phone.
/demo
30 minutes of demo, focused on this module – we'll show you the workflow against your sample data.