No chat window next to the software. The agents write into the same job as the office: customer, line item, appointment, document. Where money flows or the customer gets to see something, a person approves. This is in the Office licence (€59, introductory price until 31 December 2026), with no per-minute surcharge.
E-mail and form: reception recognises the concern, notices an emergency, creates the job and suggests an appointment according to your rules. Depending on your rule, it may book or only put it up for confirmation. The assistant stays recognisable as an assistant. Phone will follow.
Existing customers and known equipment help. After hours and the heating is cold: emergencies land as an on-call appointment on the Schedule – not on a private phone.
Site language, typed in or with the phone's dictation function, becomes units and areas. “Two radiators, second floor, about eighteen square metres” becomes a line item – for approval, not silently into the quote. A photo of the laser measuring device or the sketch becomes a draft measurement. The photo of the type plate lands in the equipment file, not only in the folder.
More under digital site measurement.
The draft comes from the job, the catalogue and the history. Variants, if the customer should choose. Sending only once a person has seen the paper. No agent changes prices silently.
Headset instead of notes on paper: dictate with the headset, add photos. This creates drafts for time, material from the van and the installation report, which you record with one click. The invoice draft waits for approval. The PDF to the customer needs a pair of eyes before it goes out.
Suggestion: who, when, route, skill, workload – the refrigerant certificate counts, not only the name. Sickness: replanning in one step. The master craftsman confirms. A service business with strict rules may let the suggestion run more tightly. The Schedule stays the truth, not a second calendar.
Upload the bank statement as CSV: Sollmaß suggests matches to open items, you confirm. Reminder run at the push of a button: level 1 directly, from level 2 with approval – so that nobody escalates before you want it.
Incoming invoice to the job, account as a suggestion. Your tax advisor gets DATEV posting batches and a document package, not a copy from a chat log. Direct transfer is the goal.
Change prices silently, issue documents, overwrite the payment book. AI requests run through Sollmaß accounts, primarily at IONOS in a data centre in Germany, otherwise at OpenAI, Google or xAI (see DPA). Every action is in the audit log with agent, model and action – without prompts with customer data ending up in telemetry.
More under Security. The same seat, no extra AI price plan: Pricing.