ADDISON Handwerk

Additional features

Belegverwaltung (Document Management)

Handles all types of business documents, from simple repair bills to complex project offers, ensuring organized record-keeping.

Processing of various document types (repair invoices, offers, etc.)

Supports the creation and management of different financial documents common in trade businesses.

Support for trade, lot, title, subtitle, and section processing

Allows for detailed structuring of documents based on project breakdowns and specific work areas.

Handling of external services, alternative positions, and required items

Enables the inclusion of subcontracted work, optional items, and necessary materials in quotations and invoices.

Beleg-Preispflege (Document Price Maintenance)

Simplifies the management of pricing for services and materials, including special rates.

Quick and efficient recording of special prices

Allows for easy input of individual or customer-specific pricing.

Easy import of prices via integrated interfaces

Enables the import of price lists from wholesalers or other systems, saving time and ensuring accuracy.

Belegkalkulation (Document Calculation)

Provides a robust calculation engine within documents to ensure accurate pricing and profitability analysis.

Integrated complex and powerful calculation for all document types (offers to invoices)

Offers comprehensive calculation capabilities for various stages of the billing process.

Provides insight into whether revenue targets have been achieved

Helps users track the profitability of their work directly within the document creation process.

Grenzenloses Kopieren (Unlimited Copying)

Offers the flexibility to easily reuse information across different documents.

Copying of entire documents or parts thereof without restrictions on document types

Allows users to quickly create new documents based on existing ones, regardless of their type.

Simple drag-and-drop functionality for copying items

Provides an intuitive way to transfer information between documents.

Zahlungsüberwachung / Mahnwesen (Payment Monitoring / Dunning)

Helps businesses keep track of outstanding payments and manage the reminder process.

Overview of outstanding items by due date

Provides a clear list of invoices that are yet to be paid, organized by when they are due.

Clear dunning proposal list with extensive filtering options

Suggests which customers need reminders and allows for customized filtering of this list.

Creation of dunning letters with dunning costs and calculation of default interest

Automates the process of creating payment reminders, including applicable fees and interest.

Sending dunning letters via email; automated dunning archive

Enables electronic delivery of reminders and keeps a digital record of all sent reminders.

Booking of partial payments

Allows for the recording of instances where customers pay only a portion of their outstanding balance.

Consideration of discounts; booking notes

Enables the application of discounts and the addition of notes to payment records for better context.

Transfer of invoice data to ADDISON financial accounting / DATEV

Facilitates seamless integration with accounting software for streamlined financial management.

Reparatur- und Montageaufträge (Repair and Installation Orders)

Specifically designed for managing service-based work orders.

Individual design options for order forms

Allows businesses to customize the appearance of their work order documents.

Linking of order appointments with the appointment calendar

Connects scheduled work with the calendar for better organization and time management.

Arbeitsvorbereitung und Aufmaßverwaltung (Work Preparation and Measurement Management)

Supports the planning and measurement aspects of projects.

Order-related lists such as material requirements and time specifications

Helps in planning the necessary resources and time for each job.

Different measurement variants

position and room/matrix measurement: Offers flexibility in how measurements are taken and recorded based on the project type.

Formula management for quantity calculations

Allows users to define and use formulas to automatically calculate material quantities based on measurements.

Terminverwaltung (Appointment Management)

Provides comprehensive tools for scheduling and managing appointments and tasks.

Central appointment management for multiple employees, also in a network

Enables centralized scheduling accessible by all relevant team members.

Different daily, weekly, monthly, and list views

Offers various ways to visualize the schedule for better planning.

Variable zoom factors for time spans

Allows users to adjust the level of detail shown in the calendar.

Simple categorization of appointments

Enables users to categorize appointments for better organization and reporting.

Diverse display options (e.g., colors by employee/categories)

Offers visual cues to easily differentiate appointments based on various criteria.

Easy drag-and-drop moving, copying, and duplicating of appointments and tasks

Provides an intuitive way to manage the schedule.

Moving or copying appointments and tasks to other employees

Allows for easy reassignment of work.

Assignment of multiple employees/resources to an appointment

Enables the scheduling of teams and equipment for specific tasks.

Automatic creation and linking of appointments via document management

Automatically creates calendar entries based on scheduled work orders.

Simple conversion of tasks into appointments via drag-and-drop

Allows for easy scheduling of to-do items.

Convenient scheduling of upcoming customer service and maintenance orders

Simplifies the process of booking recurring or follow-up work.

Appointment planning for any number of resources (e.g., machines or rooms)

Enables the scheduling of equipment and facilities in addition to personnel.

Appointment search by specific criteria (e.g., postcode, project numbers) and powerful full-text search

Makes it easy to find specific appointments based on various details.

Synchronization of appointments and tasks with Microsoft Outlook / Microsoft Exchange

Allows users to integrate their work schedule with their existing email and calendar applications.

Automatic synchronization of appointments and tasks with mobile devices

Ensures that employees have access to their latest schedule on their smartphones or tablets.

Various evaluation options

Provides tools for analyzing appointment data and resource utilization.

E-Invoicing

Supports the creation and sending of electronic invoices in the ZUGFeRD and X-invoice formats, which are increasingly becoming standard.

ADDISON Handwerk plus App

Extends the functionality of the software to mobile devices, allowing for digital processes to be managed on the go.

Interfaces

Enables connection and data exchange with other software systems, such as those using the Open Masterdata standard.