WerkFlow – Quotes & Invoices

Your quote is ready before you're back in the van. You're standing with the customer, looking at the job — and you create the quote right there. Just describe what needs doing, spoken or typed. WerkFlow turns it into line items with quantities and your own prices. You check it, adjust it and send it while the customer still has you in mind. No scribbled notes in the glovebox. No typing up quotes at night. No quote sitting around for a week. Invoices are just as quick, even without a quote: tap the microphone and say what you did, with quantities and prices. WerkFlow creates the line items and keeps your prices exactly. HOW IT WORKS 1. Describe: "Paint living room and hallway, about 60 square meters, ceiling included." 2. Check: WerkFlow suggests line items from your own materials list. 3. Send: as a PDF via messenger, email or cloud. 4. Bill: turn the quote into an invoice in a few taps, or dictate it directly. QUOTES THE WAY YOU NEED THEM • By voice or text, right on site — add photos of the job straight away • Line items come from your own materials list, with your prices and your hourly rate • Keep track of the status: sent, accepted, declined • As a PDF with your logo and signature — sent via messenger, email or cloud FROM QUOTE TO INVOICE • Create the invoice directly from the quote, no retyping • Progress invoices and final invoice, with payments already received deducted • Cancellation invoices that reference the original invoice • E-invoicing included: ZUGFeRD and XRechnung • Also for small businesses under § 19 UStG and construction work with reverse charge (§ 13b UStG) • Open and paid invoices at a glance • The document chain shows which quote belongs to which invoice EVERYTHING IN ONE PLACE • Dashboard with this year's revenue and open amounts • Customer management with address, contact details and customer number — reused in your next quote with one tap • Company profile: company details, tax number, logo, bank details and signature appear automatically on every document • Materials list: templates for your trade, CSV import, or simply take a photo of your price list; if you like, WerkFlow reminds you every four weeks to review your prices • Notes: quickly dictate or type ideas, measurements and callbacks • Archive with search and filters for all quotes and invoices • Light and dark mode, German and English Built for painters, tilers, electricians, plumbers and heating engineers, carpenters, drywallers, landscapers — and every trade business that would rather work than do paperwork. PROPERLY ARCHIVED, NO EXTRA EFFORT WerkFlow supports working in line with GoBD, the German rules for digital bookkeeping: • Sent quotes and invoices are archived and can no longer be changed. Any change creates a new version with a new number. • Invoice numbers run without gaps. • Every change is logged and secured with a checksum. • The app reminds you in good time before old documents are no longer subject to retention. YOUR TAX ADVISOR GETS EVERYTHING • GoBD archive as a ZIP: documents, tables and change log • DATEV posting batch, SKR03 or SKR04 • Template for your process documentation (Verfahrensdokumentation) No more shoebox full of receipts at the end of the year. YOUR DATA STAYS YOURS Your data is stored on servers in the EU. Voice and photos are only analyzed by AI with your consent, and you can switch that off at any time. You can delete your account and all data yourself in the app; before that, WerkFlow offers to back up your archive. PLEASE NOTE WerkFlow does not replace tax advice. Please confirm the account mapping of the DATEV export with your tax advisor. WerkFlow is designed for businesses in Germany.