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Craftsman software wanted

IT project from: Craft businessProject no. 15/213: finished
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We are active in the gas-water-heating-installation sector with a focus on customer service and are looking for a suitable software solution.

In addition to the usual functions such as quotation, order, invoice/credit note, the software should fulfill the following requirements:

  • DATANORM maintenance Austria
  • Customer and system data (when printing out quotations or invoices, it should be possible to send them directly as a pdf to the customer e-mail that I have stored in the customer system)
  • Printout of purchase price and article number of the articles from a process, such as quotation or order
  • Work ticket (transmission of the work ticket data to the customer service technician)
  • Access and processing from “remote” possible
  • Good search/filter function in all areas (articles, customers, work slips, invoices...)
  • Form generator

It would also be useful to have a connection option for customer service appointment management (where, for example, the field service can be informed in real time when appointments are entered, changed...)

1 fixed workstation is planned for this year, a second one for next year.

Project statistics

Quantity
Researched solutions 15
Selected potentially relevant solutions (of which published) 8 (0)
Sent e-mails (questions, queries) and telephone calls 35
E-mails received from vendors 7
Direct responses to the IT project 0
Responses classified as relevant 77

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The IT project has already been closed.

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