Cockpit feature · Pro package
Projects & Job Sites
Run larger jobs as their own project file, with budget, instalments and every appointment in one place.
Included from: Pro package
A landscaping or construction project spanning several weeks doesn't fit into a single appointment. Projects bundle every visit, material, document and contact for a job site under one file.
Instalment invoices, budget tracking and site status keep you in control even on large projects: how much is already billed, what's still outstanding.
Every employee instantly sees which project an appointment belongs to on their phone, including photos, notes and plans from previous visits.
The project file: everything at a glance
Appointments, photos, hours, rework and notes of a job site, bundled in one file.
Budget hours versus actuals from on-site time, with progress bars and appointment progress.
See it live in the demo
Instalments and final invoice, construction-style
Instalment invoices 1..n per project with automatic numbering.
The final invoice offsets issued instalments automatically, XRechnung-compliant.
More about Invoices & XRechnung (e-invoicing)
Appointments and crews on the project
Every appointment can be assigned to the project, pre-filled automatically when created from the file.
On-site time and progress flow back into the project automatically.
More about On-Site Project Capture
Active or completed: a list with progress
Project list with budget progress bars, status and a colour per project.
Project colours make the calendar and dispatch board readable at a glance.
See it live in the demo
What it does
- Project file with budget & actual costs
- Instalment invoices tied to site progress
- Every appointment, photo & document bundled per project
- Job site status at a glance
- Linked to the customer file & invoices
Discover more features
Included in these trade solutions
Ready-to-run trade systems built on this feature.
Try it yourself — no registration
Every trade has its own live demo with sample data. Or pick your package right away: the whole team is included.