Customer card
Clear and fast.
Hotel feature
Customers and history: for trades businesses
Every customer’s quotes, jobs, invoices and correspondence appear on one card. When the phone rings, the history is at hand.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
Knowing the customer
The card gathers contacts, addresses worked at, previous jobs and open quotes. Managers see who promised the customer what; a new employee acts informed from day one.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Swiss specifics
Customer data is processed under Swiss data protection rules; access is role-based and deletion requests are logged.
Frequently asked questions
Can our existing customer list be imported?
Yes; import from Excel or CSV is planned and duplicates are merged.
Related topics
Quotes and job orders
Quote items come from your price list; once the customer approves, the quote becomes a job order in one click.
Learn moreService contracts
Annual service dates for contract customers are reminded, appointments planned automatically and reports archived.
Learn morePayments and reminders
Open invoices are tracked by due date; reminders go out in stages and automatically.
Learn more