Kann ich meine Arbeitsscheine automatisch abrechnen?

Ja, Arbeitsscheine können vor Ort von Kunden unterschrieben werden. Nach der Unterschrift werden Sie automatisch in Rechnungen umgewandelt und sind bereit für die Abrechnung.

Kann ich sehen welche Aufträge am profitabelsten sind?

Ja, PlanD vergleicht in Echtzeit Ausgaben wie Lohn und Material mit den Einnahmen, die ein Kunde generiert. So sieht man sofort welche Aufträge wie profitabel sind.

Wie kann ich meine Angebote und Rechnungen verschicken?

Die Angebote und Rechnungen können ausgedruckt, als PDF heruntergeladen, automatisch per Mail verschickt oder über das Kunden-Dashboard bereitgestellt werden.

Wie kann ich meine Materialien in Rechnung stellen?

Materialbestellungen können über PlanD automatisch in Rechnungen umgewandelt werden. Die Preise können hinterlegt und an jeden Kunden individuell angepasst werden.

Wie sehe ich welche Rechnungen unbezahlt, überfällig oder bereits abgerechnet wurden?

Im PlanD Dashboard werden alle Rechnungen angezeigt, die bereits abgerechnet wurden, die noch offen sind und auch diejenigen, die längst überfällig sind.

Invoicing software

Quotes and invoices. Right inside PlanD.

Create professional quotes, generate invoices automatically, and always keep track of your finances.

1

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.

2

Rechnungen versenden und Zahlungen erfassen.

Faktura Dashboard mit dem voraussichtlichen und vereinnahmtem Umsatz.

3

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.

AI Assistant

Paula can handle that too

Additional features for quoting & invoicing

Creating quotes and invoices for your building services has never been easier.

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

new

Create e-invoices in the ZUGFeRD and X-invoice standards.

Bank connection

new

Connect your bank account via our PSD2-compliant connection and automatically mark your invoices as paid.

FAQ

Quotes and invoices. Right inside PlanD.

Create professional quotations

Write and send invoices automatically

Gain full transparency over your finances

Additional features for quoting & invoicing

Frequently Asked Questions

Step into the future. With PlanD.

Quotes and invoices. Right inside PlanD.

Create professional quotations

Write and send invoices automatically

Gain full transparency over your finances

Additional features for quoting & invoicing

Frequently Asked Questions

Can I see which orders are the most profitable?

Can I settle my work slips automatically?

How can I invoice my materials?

How can I see which invoices are unpaid, overdue or have already been settled?

How can I send my quotations and invoices?

Step into the future. With PlanD.