Bring documents together with the job
Enquiries, order documents and other files should be available in context. Document storage links files to the relevant job. Archiving and document management are listed in the published Professional plan overview.
Include e-invoices in the workflow
The product description includes sending, viewing and processing e-invoices. We agree the formats, exchange methods and steps you need based on your business processes. This functional description does not replace a tax review of your processes.
Connect financial accounting
Accounting interfaces, including DATEV, complement invoice processing. Supplier invoices and other commercial functions are also described. Together, we clarify which data your accounts team needs and how the exchange is set up.
Use Cori to assign documents
Cori reads PDFs, photos of hand-drawn sketches, emails, DXF and DWG files and uses their details for quotes or orders. It can also assign documents automatically to the relevant job. We demonstrate the workflow with your documents.