From quote to invoice in one system
Customers, quotes with costing, jobs with materials, invoices and accounting. In the browser on PC, tablet and phone.
Enquiries, quotes, materials, invoices. The office of a trades business in one platform, so three programs and a pile of notes no longer have to add up at the end of the day.
The problem
The quote lives in a word processor, stock in a spreadsheet, the invoice in yet another program, and the accountant gets a folder at the end of the month. Every hand-over costs time and typos.
How aYOUne solves it
In aYOUne, customer, quote, job, materials and invoice share the same master data. You cost the quote with line items and sections, check on the job whether the material is in stock, order what is missing, and write the invoice from the same data.
Quotes
Line items, sections for structure and a quote costing you can work through before sending.
Jobs
Jobs on the customer record in the CRMCRMCRM (Customer Relationship Management) is software for managing customer relationships — contacts, history and deals in one place. It shows who to follow up with and when., with enquiry and appointments in the same history.
Materials
Check availability per job and order missing material directly. Stock per location, reservation per job.
Invoices
Invoices and deposit invoices as separate documents, record payments, keep open items in view.
Accounting
Bookkeeping in the same system, DATEV posting batch for your accountant from the journal.
Leave and sick notes
Staff request leave themselves, you approve it in the platform.
A job through aYOUne
Phone call from Mrs Müller: the heating is leaking. The enquiry lands on her customer record in the CRM, the address is already there.
In the office: you write the quote with line items, work it through in the costing and create the job. On the job you see whether the valve is in stock, and order it from the supplier if not.
After the visit: the invoice is created from the same customer data, the payment is recorded, and your accountant gets the DATEV posting batch.
In the browser
aYOUne runs in the browser on PC, tablet and phone, no installation. Work needs an internet connection.
Stock per location
Yard, workshop or vehicle as separate stock locations, with reservations per job.
Appointments
Calendar and appointment booking in the platform, visible on the customer.
Where you can read it up
Matching use cases
Others solve the same problem with these.
See what this looks like for you
In a demo we walk through a real workflow from your business, not a slide deck.
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