Software > IT projects > Craft business (HVAC technology) seeks craftsman software

Craft business (HVAC technology) seeks craftsman software

IT project from: craft business (HVAC technology) (Germany)Project no. 20/2062: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a southern German craft business specializing in HVAC technology (heating, ventilation, and air conditioning) and are looking for suitable craft business software.

The solution should meet the following requirements:

  • Master data
    • Customers
    • Articles
  • Creation of
    • Quotes
    • Order confirmations
    • Delivery notes
    • Invoices
    • Credit notes
  • Various prices, price scaling
  • Dunning
  • Letters
  • Document archive
  • Appointment management desirable (as this is also possible on a mobile device)
  • Remote access (due to notebook)
  • Payment transactions (e.g., online banking)
  • Sub-customers such as ABC or DEF with different markets should be created for a customer, e.g., the XYZ group of companies. In addition, there should be only one continuous billing area.
  • Optional support for mobile devices (iOS and Android)
  • Windows compatible

Four software workstations are planned.

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Communication between SoftGuide and providers (emails, telephone) 49