# WorkOrderAgent wiki: every screen explained > Illustrated manual for 1x1-WorkOrderAgent: 59 screens from dashboard and CRM to accounting, banking, DMS and logbook, with search. Source: https://1x1it.de/en/wiki/workorderagent/ Manual · examples, features, administration · 59 screens # The WorkOrderAgent wiki: every screen explained. The examples walk through complete workflows step by step, for instance from quote to paid invoice. The feature reference explains each screen on its own, with a screenshot for every menu item. Search for a term or pick an area. Search the wiki Typos are no problem. The search also finds similar terms and German words. ## Examples Complete workflows using one worked case, step by step with screenshots. Ideal for seeing how the features fit together. [Example · step by step From quote to invoice A complete run-through using one example: write a quote, let the customer accept it online, arrange an appointment, do the work on site and have it signed off, then send the invoice. With screenshots from the WorkOrderAgent and from what the customer sees.](https://1x1it.de/en/wiki/workorderagent/beispiele/angebot-auftrag-rechnung/) [Example · step by step Update remote support When a new version of the remote support software comes out, the WorkOrderAgent tells you itself. You rebuild the customer package with one click and test it briefly. From then on your customers automatically get the new version via “Fernwartung starten” (start remote support), already set up for your server.](https://1x1it.de/en/wiki/workorderagent/beispiele/fernwartung-aktualisieren/) ## Feature reference Every WorkOrderAgent screen explained on its own, ordered by menu. For looking things up when you want to know what a page can do. - [Home & appointments 3 screens Dashboard, Appointments & follow-ups, Leads](https://1x1it.de/en/wiki/workorderagent/start/) - [CRM 6 screens Contacts, Companies, Pipelines, Categories, Tasks, Document templates](https://1x1it.de/en/wiki/workorderagent/crm/) - [Customers & items 5 screens ERP overview, Customers, Suppliers, Item master, Price search](https://1x1it.de/en/wiki/workorderagent/stammdaten/) - [Open items 3 screens Receivables, Payables, Importing ZUGFeRD and XRechnung](https://1x1it.de/en/wiki/workorderagent/offene-posten/) - [Bank & cash book 5 screens Bank accounts and transactions, SEPA payment runs, SEPA direct debit, Loans, Cash book](https://1x1it.de/en/wiki/workorderagent/bank/) - [Accounting 4 screens Entering a posting, Journal, Payroll summary posting, Fixed asset accounting](https://1x1it.de/en/wiki/workorderagent/buchhaltung/) - [Reports 8 screens Pre-check before the tax adviser package, BWA, EÜR, Profit and loss account, Balance sheet, Trial balance, Custom report, Cash flow](https://1x1it.de/en/wiki/workorderagent/auswertungen/) - [Taxes & tax adviser 5 screens VAT return, Trade tax, Income tax estimate, Tax adviser package and DATEV export, DATEV import from your tax adviser](https://1x1it.de/en/wiki/workorderagent/steuern/) - [Stock & purchasing 5 screens Stock overview, Purchase orders, Reorder suggestions, Price lists via CSV, Item data from electrical wholesalers](https://1x1it.de/en/wiki/workorderagent/lager-einkauf/) - [Documents (DMS) 2 screens Documents and folders, Full-text search](https://1x1it.de/en/wiki/workorderagent/dms/) - [Time & remote support 3 screens Timesheets, Multi-timer, Remote support](https://1x1it.de/en/wiki/workorderagent/zeit-fernwartung/) - [Fleet management 6 screens Logbook, Route planner, Fleet map, Company fuel station, Vehicles, Devices and phone app](https://1x1it.de/en/wiki/workorderagent/flotte/) - [Administration & settings 4 screens Maintenance contracts, Device inventory, Suggestion box, Settings](https://1x1it.de/en/wiki/workorderagent/verwaltung/) All screenshots show sample data. Names, amounts and addresses are made up. Menu names and screenshots show the German user interface. ## Administration guides For administrators of your WorkOrderAgent: setting up your own mail server, plus a field report from a real mail migration. - [Setting up the mail server 10 sections Built-in mail server in the WorkOrderAgent: installation, domains, mailboxes, DNS records, settings for Outlook and Thunderbird, and a …](https://1x1it.de/en/wiki/workorderagent/administration/mailserver-einrichten/) - [Field report: mail migration 12 sections Field report from October 2026: mail migration of a customer domain from Exchange and a web hoster to the WorkOrderAgent mail server, …](https://1x1it.de/en/wiki/workorderagent/administration/praxisbericht-mail-umstellung/) ## Frequently asked questions about the wiki ### Is that real customer data in the screenshots? No. The screens come from a live WorkOrderAgent, but all names, addresses, number plates and amounts were replaced with made-up sample data before capture. ### Why are the screenshots in German? WorkOrderAgent is built for businesses in Germany and its user interface is German. The wiki keeps the German menu names, so you find exactly what you see on screen. ### How do I find a particular feature? Type a term into the search above, such as “payment reminder”, “direct debit” or “logbook”. The search forgives typos and also knows the German terms, for example “Rechnung” for invoice. ### Can I try WorkOrderAgent? Yes, free for 20 days with all modules. If you would rather see a demo, write to us using the contact form. ## Prefer to see it live? We will show you 1x1-WorkOrderAgent in a demo, using your own workflows. Or try it free for 20 days with all modules. [0173 644 22 17](tel:+491736442217) [Request a demo](https://1x1it.de/en/kontakt/#anfrage)