Feature reference · chapter 1 of 13

Home, appointments and enquiries

What you see after logging in: the daily overview, the appointment planner and the enquiries that come in through your website.

All screenshots show sample data. Names, amounts and addresses are made up. Menu names and screenshots show the German user interface.

Dashboard

Menu Dashboard

The dashboard is the start page after you log in. At the top are four key figures: open transactions, unpaid invoices, active customers and turnover for the current month. Below them you see what needs doing today.

Screenshot Dashboard in 1x1-WorkOrderAgent — Sample data Click to enlarge.

Open tasks with tabs for orders, drafts, defects, quotes and invoices
Appointments for the next 7 days
Customer search by name, customer number, town or email
Latest transactions with document number, customer, status and net amount
Buttons “Einsatz starten” (start job) and “Neuer Vorgang” (new transaction)

Keywords Start page Overview Key figures Open transactions Turnover Customer search

Appointments & follow-ups

Menu Termine

The appointment planner shows all appointments as a list or calendar (month, week, day). Appointments can be assigned to a customer, prioritised and set to repeat. With calendar sync they also appear in your phone or Outlook calendar.

Screenshot Appointments & follow-ups in 1x1-WorkOrderAgent — Sample data Click to enlarge.

Filters Open, Done, All
Recurring appointments with an interval
Send appointment proposals to customers and view them
Sync with your calendar via CalDAV

Keywords Calendar Follow-ups Appointment planner Reminder CalDAV Appointment proposal

Leads: enquiries from your website

Menu Leads

Anyone who fills in the contact form on your website lands here as a lead, with topic, contact details and message. Once everything has been dealt with, the page shows “Keine offenen Anfragen” (no open enquiries).