Akquise- und Kundenaktivitäten im Blick zu behalten und zukünftige Projekte planbar zu machen, ist oft eine Herausforderung. Bewertete Verkaufschancen und präzise Forecasts helfen Ihrem Team dabei, Potenziale frühzeitig zu erkennen und gezielt zu nutzen.
Digitalization — within reach
work4all as an all-in-one software solution for engineering and planning offices
With work4all, engineering and planning offices organize their essential business processes: from the central contact database to organized document storage to order processing with project management and billing in the form of partial and final invoices. All you have left is software with which you can map CRM (address management and communication), ERP (commercial functions and preparatory accounting) and project management. Various additional functions, such as the integrated travel expense report or vacation planning, make daily work easier. The user-friendly, intuitive user interface helps to maintain an overview and quickly get all employees used to work4all.
Highlights
Time tracking, vacation planning, travel expense accounting and much more are also integrated.
Standard software with proven processes
Yet many options for configuration
Good value for money
Mobile access via app and browser
Satisfied users
work4all project manager with many years of industry expertise
PROJECT: The customer order - your project
ERP: Business issues under control
CRM: communication in one place
CRM means centrally archiving all communication with a customer and, in particular, with an order. Whether it's emails, phone calls or customer documents — all colleagues have access to all relevant information and therefore have the same level of knowledge at any time and up to date.
APP: The mobile office on the construction site
Contact details, reports, emails, meeting logs, order confirmations... this and more can also be accessed on the go via the work4all app. You can also track project times and travel expenses on the go with your smartphone.
Your all-in-one solution
Features for engineering and planning offices
Mobile time tracking
Project times are tracked directly on-site, for example, at the construction site, using the work4all app. This eliminates the tedious task of recording times later in the office. In the desktop version of work4all, these times can then be converted into performance records or invoices. Along with third-party services (incoming invoices), all project costs are kept up-to-date.
Verkaufschancen
Auswertungen und Forecast
Verschiedene Auswertungen von Verkaufschancen, nach Mitarbeiter oder Gruppe, bis hin zum Forecast, helfen Entscheidern den Überblick zu bewahren.
Document management (DMS)
Documents are at the heart of information in an engineering office. All project documents such as reports, plans, photos, etc. are stored clearly in work4all. In the background, files can be stored in standardized project folders on your server. For example, external departments can also store files in these project folders via Windows Explorer and these documents are visible and accessible in work4all.
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Project planning with the plan calendar
In internal and customer projects, you plan colleagues, possibly subcontractors, equipment, vehicles and work materials. The plan calendar helps you plan “who, when and where” with tasks, bar chart (GANTT) and scheduling. Your employees automatically receive appointments and can report back work statuses.
Project controlling as a measure of success
In project controlling, as a decision maker, you see external and in-house contributions on a daily basis. This allows you to notice early on whether the project is getting out of hand or whether your planned figures are being achieved.
Recorded project times are compared with the planned values and can be conveniently invoiced at the push of a button.
Mit dem work4all Dashboard auch unterwegs alle Zahlen dabei
Mit dem work4all Dashboard auch unterwegs alle Zahlen dabei
Als Geschäftsführer oder Entscheider haben Sie auch unterwegs im Smartphone die wichtigen Kennzahlen Ihres Unternehmens im Blick.
- Umsätze
- Auftragseingang
- Vergleiche zum Vorjahr
- Mitarbeiterkennzahlen
- Offene Posten und offene Verbindlichkeiten
Abwesenheiten aller Kollegen im Blick
Der Abwesenheitskalender verwaltet Urlaub, Sonderurlaub, Krankheit, Überstundenausgleich und Berufsschulzeiten. Die Farbgebung dient der Differenzierung.
Auch weitere Abwesenheitszeiten wie z. B. Elternzeit lassen sich schnell konfigurieren. Die Einträge sind flexibel für einzelne, halbe oder mehrere Tage möglich.
Ein Urlaubseintrag, vielfache Auswirkungen
Urlaub wird einmal zentral im work4all Abwesenheitskalender eingetragen und überträgt sich dann in alle relevanten Kalender und Module von work4all.
Von der Ressourcenplanung bis zum Smartphone-Kalender des Mitarbeiters: überall erscheint der Urlaub automatisch. Auch in den Zeiterfassungskarten der Mitarbeiter sind die Urlaubszeiten bereits als Ist-Zeiten erfasst.
Den monatlichen Pendelordner mit dem Steuerberater digitalisieren
In work4all erfassen Sie komfortabel Belege per Drag&Drop oder Scan, die allen Kollegen mit den entsprechenden Rechten zur Verfügung stehen. Eingangsrechnungen können genehmigt werden, Kreditkartenbelege gesammelt, usw. Alle Belege können nach Datev oder ein anderes Buchhaltungsprogramm exportiert werden – sogar mit Buchungsvorschlägen, die aus hinterlegten FiBu-Konten im Artikel automatisch erzeugt werden.
Mobile access to all documents
With your smartphone or tablet, you have all documents with you on the go and can therefore access site plans, reports, orders, invoices, etc. on site at the construction site or in the field. Of course, you can also access the entire project documentation.
Engineering and planning offices
Feature overview
Integrated CRM, DMS, ERP and project management without interfaces
Semi-automatic billing of services
Standard processes with extensive configuration options
Integrated additional functions such as travel expense accounting, vacation management, etc.
Time tracking for project and working hours including comparison
Export of financial accounting data via various standard interfaces
Project management and scheduling with the plan calendar
High customer satisfaction — with best-in-class grades!
As in previous years, work4all ranks among the top software providers in various survey categories in the Trovarit user study!
The study is solely based on customer reviews. work4all received top satisfaction scores in, among others, the following areas:
