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Software for tradespeople to manage clients, projects, quotes, and invoices.

WERKSGILDE

Software for tradespeople to manage clients, projects, quotes, and invoices.
 
 
 
 
 
 
 
 
Updated on 05. Oct 2026 by Werksgilde UG (haftungsbeschränkt) Heike Themel
Demo version

What is WERKSGILDE?

WERKSGILDE is a software solution for small and medium-sized craft businesses that want to consolidate business and organizational tasks into a clearly structured application. It focuses on the processes that regularly arise in day-to-day craft business operations: keeping track of customer data, organizing projects, creating quotes, processing orders, and issuing invoices. Instead of using a separate, isolated solution for each step, WERKSGILDE bundles these core processes into a seamless work environment.

Our guiding principle is: One glance. One click. Functions should be accessible right where they’re needed in the workflow. This reduces the need to search and makes it easier to process tasks in a traceable manner, from the first customer contact through to billing. WERKSGILDE isn’t just aimed at very small businesses. Different editions are designed for businesses of various sizes and provide a foundation that can keep pace with the needs of a growing trade business.

Benefits in Daily Operations

Many skilled trades businesses are familiar with the problem of scattered information: customer data is stored in one place, project information in another, and quotes or invoices are managed separately. WERKSGILDE addresses precisely these recurring administrative tasks. Information on customers, projects, and business transactions is consolidated so that connections can be identified more quickly and tasks do not have to be duplicated unnecessarily.

The software is particularly useful for businesses that want to streamline their administrative processes without having to deal with unnecessarily convoluted user interfaces. The target audience includes electrical, HVAC, construction, and finishing trades, as well as other small and medium-sized skilled trades businesses. The product concept also includes a dedicated server environment. The provider offers services for implementation, setup, and ongoing technical support.

Highlights and Key Features

  • Management of customer information as the basis for quotes, orders, and other processes
  • Project-based organization for a better overview of ongoing work
  • Creation and editing of quotes
  • Order management for further processing of accepted services
  • Invoicing for completed or billable services
  • Seamless integration of key business processes
  • Clear user interface based on the “One glance. One click.” principle
  • Various editions for businesses of different sizes

For skilled trades businesses that want to organize their administration more clearly

WERKSGILDE focuses on typical workflows in the skilled trades and integrates customer, project, quote, order, and invoicing processes into a single solution. If you’d like to map out your administrative tasks more clearly and determine which edition is right for your business, it’s worth speaking directly with the provider. This allows you to tailor the feature set, technical implementation, and your business’s requirements to your specific needs.

Target groups:

  • Small and Medium-Sized Craft Businesses
  • Small craft businesses and growing craft businesses
  • Electrical trades and electrical engineering businesses
  • Plumbing, heating, and air conditioning (SHK) businesses
  • Construction and finishing trades
  • Painting businesses
  • Metal fabrication
  • Carpenters and joiners
  • Roofers and building services technicians
  • Other skilled trades and service businesses with structured business and operational processes

Screenshots

Functions (excerpt) of WERKSGILDE:

Accounting
Accounting functions
Ad hoc reports
Analysis
Archiving
Assembly processing
Asset accounting
Backup
Bill of material items
Calculation
Calendar and appointment management
Calendar functions
Capacity planning
Change orders
Commission
communication
Communication tools
Construction Diary
Construction scheduling
Construction time management
Consumption accounting
Contact management
Cost overviews
cost tracking
Create invoices directly
Credit notes
CRM
Customer data
Customer data import
Customer history
Customer management
Customer-specific prices and article texts
Dashboards
Date-related price changes
Delivery bills
Delivery proposals
Delivery schedules
Differential taxation
DMS
Document number
Document overviews
Document version management
e-Invoice
E-mail invoice dispatch
E-mail management
Employee management
Final invoices
Financial accounting interface
Framework Agreements
Goods issue
Goods postings
Goods receipt
Header and footer texts
Hourly rate management
Incoming payments
Integration of company logos and images
Interfaces to operational data
Inventory lists
Inventory management
Invoice export
Invoice items
Invoice processing
Invoice receipt book
Invoices
Invoices in PDF format
Invoicing
Invoicing
Invoicing
Materials management
Measurement
merchandise management
Mobile data collection
Notes
Notification system
Order acceptance and order booking
Order creation
Order data
Order distribution and tracking
Order management
Order processing
Order processing
Order status
Order status
Order status tracking
Order tracking
Outgoing invoice book
Payment methods
Payment targets
Photo documentation
Price management
Progress invoices
Project cost centers
Project invoicing
Project Management
Project planning
Project statistics
Project time recording
Project-related vacation planning
Purchase Order Management
quotation management
Receipt management
Receipt reversal
recurring invoices
Repair order
Report management
Resubmissions
Risk management
Scheduling
Search
Security retention
Serial number management
Service orders
Service specifications
Statistics
Storage location management
Supplement management
supplier invoicing
Supplier management
Task management
Template management
Text module management
Text Recognition (OCR)
Time planning
Time recording
Time-based Billing
User management
Value Added Tax Identification Number
VAT rate
Warehouse management
Warnings for planning inconsistencies
Work order management
Work order planning
Contact information:
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Customers asked
WERKSGILDE is business management software for small and medium-sized businesses. It supports key business and organizational processes related to customers, projects, quotes, orders, and invoices.
The software is designed for small and medium-sized trade businesses. These include, among others, electrical, plumbing, heating, and air conditioning (SHK), construction, and finishing trades, as well as other trade-related businesses.
The core scope of responsibilities includes managing clients and projects, as well as processing quotes, orders, and invoices.
Yes. Quotations are among the key business processes that WERKSGILDE supports for craft businesses.
Yes. Orders can be organized and processed as part of the end-to-end workflow from quotation to invoicing.
Yes. Invoicing is part of the described functionality and is integrated into the workflow involving customers, quotes, and orders.
Yes. Projects are at the heart of the solution and can be organized together with the associated customers and business processes.
Yes. WERKSGILDE is available in various editions tailored to different business sizes, from small businesses to growing craft enterprises.
WERKSGILDE follows the guiding principle “One glance. One click.” Features should be accessible right where they’re needed in the workflow, and unnecessary searching should be avoided.
Yes. The provider offers ongoing technical support as well as other related services related to the deployment and setup of the software.

Technical specifications:

Web-based:
yes
SaaS, Cloud:
yes
On-premises (local installation):
no
AI Supported:
no
Multi-user (network-compatible):
yes
Multi-client compatible:
yes
Maintenance:
included in price
Customizing:
not required
Manufacturer based in:
Germany
Training:
included in price
Hotline:
included in price
Installation support:
included in price
Documentation:
Online Help, Demo version
Dialogue language(s):
German
System requirements:
Compatible operating systems (runs with):
Win 11
Win 10
Win Server
Mainframe based
Unix based
Linux based
Mac OS
Mobile OSs (supports):
iOS
Android