INSTRUMENT DE AFACERI
Niciun job nu se pierde prin fisuri. Niciodată
Kanban-Board mit Drag & Drop, Inline-Editing, Checklisten, Job-Chat und Nachkalkulation
Rezervați-vă locul acum
- ✗Comenzi în Excel, WhatsApp și pe hârtii volante
- ✗Lucrare uitată = client pierdut
- ✗"Unde e comanda BMW?" — Niciun răspuns
- ✗Fără post-calcul — marja necunoscută
- ✗Checklist-uri în cap în loc de sistem
- ✓Un Kanban de la cerere până la factură
- ✓Nicio comandă nu mai scapă
- ✓Fiecare status vizibil dintr-o privire
- ✓Comparație prevăzut/real per lucrare automată
- ✓Checklist-urile previn pașii uitați
PROBLEMA
Aufträge in Excel, WhatsApp und auf Zetteln
Anfrage per Mail, Freigabe per WhatsApp, Termin im Kalender, Maße auf dem Zettel. Bei 15 laufenden Aufträgen verlierst du den Überblick. Ein vergessener Job = ein verlorener Kunde
Kein Überblick, keine Nachkalkulation
SOLUȚIA
Ein Board für den kompletten Lebenszyklus
Anfrage → Angebot → Produktion → Montage → Rechnung — auf einem Board
Inline-Editing, Checklisten und Job-Chat inklusive
- Kanban mit Drag & Drop
- Inline-Editing
- Job-Chat und Checklisten
- Nachkalkulation (Soll/Ist)
- Workflow-Templates
So funktioniert es
Auftrag anlegen
Manuell oder aus einem Angebot
Status verschieben
Per Drag & Drop
Team koordinieren
Chat und Checklisten
Abrechnen
Rechnung aus dem Job
A sign shop job goes through at least six stages — from inquiry to installation. When each stage means a different tool, oversight is lost. The PlotonIQ Job Management maps the complete lifecycle on one board
Jobs on one board
Create a new inquiry — via form, from a quote or directly from the client
Kanban board with drag & drop from inquiry to completed
Checklists per job: measurements, approval, production, installation — no step is forgotten
Create invoice directly from the job — all line items are transferred
AVANTAJELE DUMNEAVOASTRĂ
- ✓No job gets lost — all phases visible
- ✓Inline editing without opening separate forms
- ✓Job chat for communication and notes directly on the order
- ✓Checklists prevent forgotten steps
- ✓Direct link from job to quote and invoice
6
kanban columns
Drag & Drop
instead of clicks
Inline edit
no popups
Proof rounds
digital
Întrebări frecvente
How many jobs can I manage simultaneously?
No technical limit. The board stays organized through filters by status, client, due date and assignee
Can multiple employees work on a job?
Yes. Jobs can be assigned to team members. The job chat notifies all parties about changes
Is there a connection to the production module?
Yes. Jobs in the production stage automatically appear in the machine schedule of the production module
Can I define custom status labels?
The standard stages are predefined. Custom stages are planned for the Business plan
Job-Management ausprobieren
9 €/lună · Beta tester · 10 locuri per țară
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