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Order processing software for a cleaning company wanted

IT project from: external consultant (cleaning company) (Germany)Project no. 26/3558: finished
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Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

I am an insurance broker and work here as an external consultant for a service company that cleans exhaust and supply air systems for restaurants and canteens. We are looking for new order processing software.

We have the following requirements for the software:

  • Customer management
  • Management of tasks and appointments
  • Complete quotation and invoice processing (including creation of articles)
  • Management of maintenance or service contracts (important!)
  • Email dispatch via Outlook
  • Interfaces to MS Office, DATEV
  • Recording of vacation, working hours (possibly mobile time recording)

Three software workstations are expected to be required in the office - possibly an additional six for mobile time recording by service employees.

The software should have the following functions.

Necessary:
Calendar and appointment management
Contract management
Dashboards
Invoices
Maintenance contracts
Order management
quotation management
Task management
Template management
Optional:
Absence management
CRM
eSignature
Mobile time recording
Project Management
Report management
Time recording
Vacation management
Future:
Accounting
Compliance management
Status monitoring
Workflow management

Based on the specific requirements, the following solutions can be considered:

Software / Company Functions Customizing OS
v.Soft 17 / 21 ✔
 
 
 
 
 
 
 
 
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