Insurance
Damage reports, photos, work records and invoices are collected and checked against the insurer’s document list. Submission follows your rules; exceptions wait for approval.
THE PRODUCT
Automate the admin. Keep track of every job.
necesso carries your office work through every job, from inquiry to payment. Details are entered once and passed on; routine tasks follow your rules. You decide on exceptions.
Explore solutions ↗
THE PRODUCT AT WORK
All the job details. One connected workflow.
Three connected areas: customer details, work on site, and prepared billing. Explore the individual functions immediately below.
01 / CUSTOMERS
Customers, inquiries and quotes
Requests and conversation history stay with the customer. Quotes and jobs build on the information already captured.
Explore customers and quotes
02 / ON SITE
Crew, scheduling and documentation
Your team records time, materials and photos where the work happens. The information stays with the job.
Explore site records
03 / OFFICE
Documents, invoices and payments
Job information helps prepare documents. You retain control before approval.
Explore documents and invoicesEvery function, separately
Explore the individual functions below using the expandable descriptions.
All functions ↗Your business’s core processes.
The core features are ready for your demo. We are also working on new features. Feedback and ideas from the trades help shape what comes next: we welcome suggestions and develop them together with industry professionals.
Customers, quotes and jobs
Customers and inquiries
Requests from email, phone or forms are linked to the customer, with their previous messages.
Offers
Quotes use your service catalog, past jobs, prices and rules. You can also dictate what belongs in a quote; necesso turns your words into text and creates the quote.
- You say
- „Create a quote for replacing a tap.“
- Recognised as text
- Create a quote for replacing a tap.
Jobs and projects
Create a job by speaking its details. Dates, job stages, documents and photos stay with the right project.
Messages and follow-ups
Sort emails, calls and voice notes into the right job. Routine questions are answered according to your rules.
Scheduling, team and site
Teams and schedules
Plan who works where and when, including crews, subcontractors and equipment.
Notes from the job site
Record hours, materials, photos and signatures on the phone, even without a signal.
Materials and stock
Track materials from the warehouse to the van and the job site.
Access for your team
Set which jobs and details each person can view and edit.
Equipment and inspections
Keep equipment, maintenance contracts and inspection records together. Due dates feed into the schedule.
Documents and billing
Documents and invoices
The offer becomes the job, then the invoice. Details carry through without being retyped.
Payments and reminders
Match payments, track unpaid invoices and send reminders according to your rules.
Tenders and bids
Review tender documents and record the requirements for your bid.
Supplier invoices and receipts
Photograph receipts, read the details and match them for review. Booking follows your approvals.
Documents ready for the next step.
The job records also support insurance claims and the monthly handover to your accountant and tax adviser.
Bookkeeping and tax
Supplier and customer invoices, receipts and payments are matched and sorted, ready for the monthly handover to your accountant and tax adviser.
More time for your craft.
Let us show you necesso.
Explore the core features in a personal demo. We keep developing new features and welcome your feedback. We take suggestions from the trades and work with industry professionals to turn them into practical improvements.
Request a demo by email