From the written quotation to the signed work slip to the issued invoice
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Create professional quotations
Individualise your quotations
Simply create quotes in just a few minutes. Customisable to suit your cleaning business and your services.
Send and confirm quotations
Send offers to customers immediately by e-mail and have them confirm them with a click. This turns a quote into an order in just a few clicks.
Add products and services
Enter products and services and add them to your offers. PlanD automatically calculates the prices.
Write and send invoices automatically
Create recurring invoices
Write invoices for one-off or recurring jobs. Once a job has been completed, PlanD automatically creates the invoice.
Send invoices automatically
Send the invoices automatically to the customer by e-mail, download them as a PDF or simply print them out with one click.
Cancellation invoices and credit notes
Has something gone wrong with the job and the invoice is already out? No problem. With PlanD, you can easily create cancellation invoices or credit notes for the customer.
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Gain full transparency over your finances
Keep an eye on unpaid invoices
Always keep track of all outstanding invoices. Always see which invoices have already been paid and which are still open.
View daily turnover
Get an overview of how much turnover your commercial cleaning service generates every day. With PlanD, you always have an overview of all your finances.
Check the profitability of your orders
How profitable are my orders? Check exactly how much you earn with your orders and how high your expenses are.
Further functions for quotation & invoicing
Writing quotes and invoices has never been so easy.
Work slips
Create work slips, have them digitally signed on the go and easily convert them into an invoice.
Partial and interim invoices
Create as many instalment and partial invoices as you like and combine them in a final invoice.
Standing invoices
Always the same invoice amount? Easily create recurring invoices and save yourself the administrative effort.
Dunning
Store your individual payment reminders and dunning levels and issue them for overdue invoices.
Own stationery
Creatively design your corporate identity and your documents to give them a unique business look.
Invoice & service recipient
Manage your invoice recipients individually and add additional service recipients if required.
Postal dispatch
Send created documents such as quotations or invoices automatically by post to your prospects and customers.
E-invoices
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Create e-invoices in the ZUGFeRD and X-invoice standards.
Bank connection
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Connect your bank account via our PSD2-compliant connection and automatically mark your invoices as paid.
Book your free product tour now
Make an appointment with one of our digitisation experts and benefit from the advantages of our all-in-one software for building cleaners today.
PlanD is the digital control centre for your building cleaning. Mobile scheduling, digital time recording and transparent payroll accounting in just one system.
