Protokoll

Modern online protocols are just the beginning. Protokoll allows you to comprehensively manage orders, clients, documents, and teamwork – all in one place.
Key features:
• Manage orders – prioritize, sort, and filter requests.
• Create recurring orders that will automatically appear at the appropriate time, for example, for periodic technical inspections.
• Display orders on a map and quickly launch client navigation.
• Schedule appointments in your diary or save them to your calendar.
• Manage rental resources and document their delivery and pickup using digital protocols.
• Create online quotes and send them to clients for approval. The document can be signed on your phone or computer. After signing, you will receive a notification, and the document will automatically be added to the case.
• Prepare transparent cost estimates. Once defined, you can reuse service prices by combining them with additional costs, such as rental or an accepted quote. You can export cost data and client data to selected accounting programs. • Assign tools and tasks to employees or subcontractors and track their work time on individual jobs.
• Use the AI ​​Assistant, which you can teach how to describe services performed. The AI ​​will help prepare photo descriptions and requests for reports.
• Place a request form on your website. The customer selects the service and provides their details, and the request will automatically appear in the Protokoll registry.
Once entered, the data is automatically used in offers, online reports, and documents created from your own DOCX templates. This eliminates the need to repeatedly enter the same information. Data in online reports can be freely edited until it is locked.
Don't waste time using multiple applications. Test Protokoll and see how easily you can organize your work, automate documentation, and save time every day.