Clearly arranged cockpit
Right after logging in, you will know what you need to do urgently: Do you have to confirm an offer, create a reminder or is it one of your customers' birthday? MILKBOOK® tells you in the overview. Ob ein Kunde Geburtstag hat, eine Zusage auf eine Offerte fällig wird oder ob eine Mahnung auf eine noch nicht bezahlte Rechnung erstellt werden soll. Das Cockpit ist sehr übersichtlich und einfach gestaltet.
Cockpit
Clear address management
Whether customers, suppliers, companies or private individuals: With MILKBOOK® you can easily group the addresses you have entered and export the data at any time.
Address management
Efficient bidding process
Create your offer with just a few clicks, edit it, select the recipient's address and send them the offer online immediately.
Offer system
Generate order confirmation
In just one step your offer becomes an order confirmation. Of course, you can adapt it individually afterwards.
Clear project management
Here you can see all active projects. One click is all it takes to complete the relevant project, archive it automatically and generate the invoice directly.
Project management
Automatic invoicing
Simply transfer the automatically generated invoice electronically directly from MILKBOOK® - or send it in the classic way.
Invoicing
Exact time recording
With the stopwatch, no more time is lost in the course of a project. MILKBOOK® makes every second count for you and you can finally bill according to actual time spent.
Time recording
Central product management
Simplify the quotation and invoicing process by entering your most popular products or entire product groups once.
Product management
Full exportability
MILKBOOK® offers you the exportability of all data from A to Z You can export all addresses, quotations, invoices, every single character and number and output them in an already formatted Excel file (XLSX).
Evaluations & statistics
Individual settings
In the master data you define the user rights, determine how your documents look like and integrate your logo. You can also store text modules or enter new product units, just as you wish.
Settings
Similar Apps
Office 365
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