Features of Celarix Works
Jobs, projects, time and billing for work and service contracts
Celarix Works bundles the features companies need for jobs and projects under work and service contracts: from the customer contact through offer and job to proof of performance and invoice. Inspection, sorting and rework, production and personnel leasing are deliberately not included.
The following functional areas show what Celarix Works contains. On top of that come the features of the Celarix Platform shared by all editions: activities, document management, search center, reports, user rights and interfaces.
Functional areas of Celarix Works
Sales contacts with workflow
Companies and persons are managed as sales contacts and classified by workflow as lead, prospect or customer. Categories, responsibilities and follow-ups follow your own rules.
Contact persons and relationships
Contact persons with complete contact details, departments, company hierarchies and relationships between companies and persons.
Sales opportunities
Inquiries and identified demand are recorded as sales opportunities, with weighted closing probability and expected revenue. Offers and jobs are created directly from them.
Contact history
Emails, phone calls, appointments and tasks are stored as activities with the contact. Everyone on the team immediately sees what was last discussed.
Offers with line items
Service and personnel items, fixed billing items, recurring items and text items in one item list. Billing rates are calculated from cost rates and overheads.
Offer documents from templates
Offers, framework agreements and work contracts are generated from your Word templates and can be sent to the customer by email right away.
From offer to job
One workflow step turns the offer into a job; alternative offers are closed automatically. The job brings together all services, documents and activities.
Revisions for job changes
Renegotiations and changes are recorded as revisions, with journaled billing values and a change document for the customer.
Project planning with Gantt
Larger projects are broken down into subtasks and scheduled. Milestones can be linked to milestone items for partial billing.
Deployment of employees
Plan day by day who works on which job; availability and absences are visible while planning.
Progress at a glance
Services performed, open items and work not yet billed are available for every job at any time.
Times per job
Employees record working times and services per job, in the office or on the go with the Celarix Mobile app. Customer times and employee times can be kept separately.
Automatic surcharges
Breaks, night, Saturday, Sunday and public holiday surcharges as well as overtime are proposed by Celarix according to the rules per customer and job; every value can be overridden.
Travel times and expenses
Travel times, mileage, meal allowances and other flat rates are part of the recording.
Proof of performance for the customer
Activity reports and proofs of performance are generated as PDF from the recorded data and sent directly to the customer.
Invoices from performance data
Individual jobs or all jobs of a customer are billed up to a cut-off date or for a period, grouped as you specify. Manual invoices are possible as well.
E-invoicing
Invoices as PDF, ZUGFeRD or XRechnung, including cancellations and corrections. Documents are stored tamper-proof in line with GoBD.
Invoice ledger and payments
Open items, partial payments and due dates at a glance; multi-level dunning generates reminders including fees.
Handover to accounting
Invoice data is transferred to DATEV or other financial systems via interface.
Calculation up front
Calculators show contribution margin, project return and the right billing rate as early as the offer.
Project inspector
Costs and billing rates are monitored continuously; Celarix warns when the contribution margin or your own margins are undercut.
Billing assistant
Services not yet billed are visible per job so that no invoice is issued too late.
Statistics center
Revenue analyses, job history and utilization are available as reports and can be extended with your own modules.
Shared foundation: the Celarix Platform
All features of this edition are built on the Celarix Platform. Activities, document management, search center, dashboards, user rights and roles as well as interfaces are therefore part of every edition.
If you need more
Inspection, sorting and rework, production and inventory management are included in Celarix Operations; applicants, operation planning and billing for personnel leasing in Celarix ANÜ. Switching is possible at any time, your data stays.