Your operation has a shared foundation.

Projects & orders

Give every team the same project context, from dates and locations to the work ahead.

• Keep project dates, locations, suppliers and contacts together.
• Translate orders into material and resource requirements.
• Connect production, staffing, purchasing and deliveries to their project.

Finance

Carry accepted deals into invoicing and follow the amounts still outstanding.

• Create invoices from accepted deals, including deposits and final invoices.
• Prepare invoice documents and review payment reminders.
• Export issued invoices in DATEV format.

Finance availability and configuration are agreed as part of your rollout.

Quality & traceability

Make recurring checks, recorded results and corrective actions part of daily work.

• Schedule recurring checks for locations and vehicles.
• Record measurements against defined tolerances, with notes and photos.
• Assign corrective actions and record their resolution.

Partner collaboration

Coordinate orders and staffing with participating partners through approved connections.

• Establish partner relationships with explicit exchange permissions.
• Place orders against a connected supplier catalog.
• Coordinate staffing requests and candidate proposals with partners.

Partner workflows require an active connection and the relevant exchange permissions.

Reports & operational knowledge

Review what happened across teams and keep the knowledge that helps the next job.

• Review delivery plans, packing progress and workforce time reports.
• Attach operational knowledge to the records it explains.
• Maintain shared articles for repeatable ways of working.