The features and capabilities in detail.
To ensure clarity and allow for flexible expansion, alfons features individual modules, each dedicated to a specific task area.
Module Kartei: Professional customer management
Organise your customer data and member lists centrally and digitally.
The Kartei module is the heart of alfons: This is where you record and manage all your customer contacts, members or partners – structured, GDPR-compliant and available at all times. Benefit from centralised data storage and save time on all administrative tasks.
Your benefits:
- Digital customer database specifically for trades and service providers
- Complete overview of all contact and order data
- Easy maintenance, creation and modification at the touch of a button
- Direct link to quotes, invoices and other modules
- Secure and GDPR-compliant data storage
- Intelligent search and filter functions
Post Module: Business correspondence simply digital
Write and send letters and emails directly from your customer records.
With the Post Module, you can create professional letters, quotes or even emails in no time at all – linked directly to your customer data. Send your correspondence conveniently, without an additional email client, and keep track of all your communication.
Highlights and features:
- Digital word processing for the trades
- Send emails and letters directly from alfons
- Business letter templates for quick and professional correspondence
- Automatic archiving with every contact in the records
- Central workflow for all quotes and invoices
Quote Module: Calculate quotes easily
Create bespoke quotes in just a few clicks – directly from the item master or completely from scratch.
The quote module supports you in creating quotes quickly and accurately. Add any items, flexibly select saved products or services, and, if desired, directly convert an accepted quote into an invoice.
What the quote module offers you:
- Quick quote creation based on templates and saved services
- Bespoke quote items and free text
- Automatic linking to customer data from your records
- Quote tracking and seamless conversion into invoices
- Send via email or as a PDF
Billing Module: Digital Invoicing
Write invoices professionally and clearly manage all your payment transactions.
With the billing module, you can write invoices directly from existing quotes, services, or the product database. Recurring items can be saved, and turnover and incoming payments can be monitored at any time.
Features and benefits:
- Digital invoicing specifically for tradespeople & service providers
- Overview of open, paid, and archived invoices
- Integration of product or service catalogues
- Tax-compliant receipt issuing (keyword: GoBD!)
- Digitalisation of the entire payment workflow
List Module: Digital tasks, notes and ideas
Forgetting is a thing of the past – manage task lists, to-dos or notes digitally and centrally
With the list module from alfons, you organise tasks, projects or meeting notes digitally. Each task can be assigned directly to a customer or project, so you always keep track of things.
Your benefits at a glance:
- Task management and note function for the trades
- Automatic linking to customers from the database
- Set reminders, priorities and deadlines
- Available on mobile, always up to date
Report Module: Digital Time Tracking & Timesheets
Easily document and analyse project times, services and additional costs digitally.
The Report module is more than a digital timesheet: it enables the seamless recording of working hours, project costs and additional costs with a direct link to customers and orders. The ideal starting point for the simple invoicing of your services.
Features at a glance:
- Digital time tracking incl. start of work, breaks & end
- Keep timesheets directly on a PC, tablet or smartphone
- Project & order recording with additional costs
- Automatic conversion into billable invoices (with alfonspro)
- Export and analysis of all recorded hours
Things Module: Manage your item & service catalogue digitally
Easily manage your items, tools or services digitally – clear, flexible, secure.
The Things module is your digital catalogue: whether products, services or internal inventory – you keep track of everything. With images, prices, order numbers and flexible additional information.
How you benefit from the Things module:
- Digital item and service catalogue
- Management of images, purchase prices, sales prices and stock levels
- Automatic linking with quotes and invoices
- Clear search and filter options
