Customer communication (CRM), commercial documents (ERP) and project management — with the work4all app, you have everything you need. With a mobile phone or tablet (iOS, Android or browser), you can access all information about customers, suppliers or projects and, among other things, enter contacts, tasks, tickets, orders or delivery notes and even have them signed digitally. The target group is employees from the areas of sales, key accounting, project management, assembly, service or senior employees who want to have company data and processes under control from anywhere.
Experience mobility
Mobile access to relevant company data via mobile phone or tablet
Communication (CRM) & Document Management (DMS)
With the work4all dashboard, you as a decision-maker have access to your company’s most important key figures anytime, anywhere.
Easily view monthly and year-to-date sales figures in comparison, as well as incoming orders. You can also see the most important employee and company metrics at a glance.
At a Glance – Everything About Your Customer or Project
With the work4all customer file, you have all key information about your customers and projects available on the go. Whether it’s meeting notes, emails, or invoices – you can access everything at any time. This way, you have all relevant data at a glance and can respond to customer inquiries in a targeted and professional manner.
Your tasks at a glance.
With work4all, you always have a clear overview of all tasks – both your own and those of your team.See every to-do and its status, clearly assigned to projects and responsible team members. This allows you to instantly see how far a project has progressed, identify bottlenecks early, and provide targeted support.
Direct Approval of Incoming Invoices
With work4all, you can review and approve incoming invoices right from your phone. All invoices are displayed digitally, including all relevant information. Whether you’re on the go or in the office – with just a few clicks, you can approve, reject, or comment on invoices. The overview page shows you exactly how many approvals are still pending and require your attention.
Efficient Planning with the Calendar Feature
With work4all’s calendar feature, you have a complete overview of your employees’ daily schedules. Assign appointments and tasks in no time and easily plan your team’s workload. This makes resource planning more efficient, while you always stay on top of daily operations. Appointments and contacts are automatically synchronized with Outlook.
Capture and Submit Receipts on the Go
Keep your expenses under control: with work4all, you can digitize receipts even while on the move. Simply take a photo with your smartphone, add the necessary details, and they’ll be instantly available to your accounting team – organized and centrally stored.
App & mobile/app & browser version
Feature overview
App for Android or iOS smartphones
Task management
Retrieve all customer, supplier and project data
Ticket processing
Processing service orders or delivery notes
Capture phone notes and contacts
Access to the item master for materials, spare parts, etc.
Sales statistics at customer and supplier level
Integration of the customer's electronic signature on orders & delivery notes
Dashboard with company figures such as total turnover, incoming orders, new customers and open items
Recording of working and project times
Schedule overview of all colleagues
Approval of ERP documents, e.g. approval of orders or invoices
Use of navigation, camera, voice control or call function