All tutorials
Here you will find all our current tutorials. You can sort the content or search for specific topics.
All tutorials:
Open items & dunning
You can use the Open items and dunning module to manage and send reminders for your outstanding outgoing invoices.
Body types
You can bundle services into packages with the assembly service types module: Customers see a price, internally you control all the details.
Exemption
The leave of absence tool in QuoJob now helps you to map longer absences such as vocational school or further training in the system.
Project time recording
Simplify your time tracking with QuoJob’s services. Ensure accurate project billing and improve time management in your team.
OCR recognition
Enter your incoming invoices in QuoJob more easily than ever before. Simply drag & drop the invoice or receipt into the module and the open data is filled in with the help of AI. Save yourself a lot of time and effort with the OCR module.
E-invoices
How do you create an XRechnung in QuoJob? What do you have to pay attention to and how exactly does this invoice differ from a conventional invoice?
We have received all these questions and many more from you frequently during the module introduction. Our 2nd ZUGFeRD tutorial is not only about the settings,
but also about the creation of an XRechnung.
Settle offer
Speed up your billing cycle with QuoJob’s invoicing services. Improve the accuracy and speed of your financial operations.
Create offer
Create offers that impress. QuoJob offers you a simple solution to impress quickly.
Address selection
Targeted address selection. QuoJob helps you to design your communication effectively.
Copy and import offers
Save time with quotes. Copy and import with QuoJob at the touch of a button.
Working time (AZ) model
Flexible working hours. QuoJob adapts to your needs – for better team management.
Copy-and-paste box
Efficient work redefined. The QuoJob copy-and-paste box saves you valuable time.
Dashboard
Overview made easy. The QuoJob dashboard shows you all the important information at a glance.
Extras module
Discover the extra functions QuoJob has to offer. Added value and efficiency for your daily business.
Financial accounting export
Transfer your financial data securely. QuoJob Fibu export for seamless accounting.
History
Keep an eye on the past. QuoJob archives your project history securely and in detail.
Widget
Customize your workspace. QuoJob widgets offer personalization for efficient work.
Job creation
Create new jobs effectively. QuoJob’s job creation tool makes starting a project a breeze.
Correspondence
Perfect your business communication. QuoJob ensures smooth correspondence.
Criteria
Set clear criteria for projects. QuoJob supports you in defining success factors.
Create employee
Create employee profiles easily. QuoJob’s HR tools make personnel management easier.
MyTime
Time tracking that works for you. With QuoJob MyTime you never lose control of your hours.
Open items (OP) module
Manage outstanding receivables. QuoJob helps you to maintain an overview and secure liquidity.
Retainer module
Secure continuous income. QuoJob supports the management of retainer contracts.
Partial invoices
Billing in phases. QuoJob enables the creation of partial invoices for better payment flows.
Recurring invoices
Automate invoicing. QuoJob facilitates the management of recurring payments.
Access rights
Control and protect your project data with QuoJob’s access rights management. Customize authorizations and easily maintain data security.
Outgoing invoice (AR)
Keep debtors under control. QuoJob’s AR service keeps your finances transparent and controllable.
Accounting module
Master your accounting with QuoJob. Simple tools for worry-free financial management.
Create billing proposals
If you want to create an invoice proposal, you must go to the Jobs module and select the desired job.
Data
Data management with confidence. QuoJob ensures secure and structured data storage.
Incoming invoice
Process invoices effectively. QuoJob facilitates the handling of incoming invoices.
Billing proposals (FV)
Manage FV requirements professionally. QuoJob offers you tailor-made management solutions.
Human Resources (HR) module
Human resources optimized. QuoJob HR services support you in all HR matters.
Customer request (KDW)
Manage customer relationships masterfully. QuoJob’s KDW tool strengthens the bond with your customers.
Sick note
Manage sickness cases easily. Always record sick notes correctly with QuoJob.
Service types
Structure your services. QuoJob allows you to clearly categorize your service types.
Multilingual
Speak the language of your customers. QuoJob’s multilingual options open global doors.
MyTime Professional
Time management at the highest level. QuoJob’s MyTime Pro is the solution for professionals.
Audit
Prevent errors in invoices. QuoJob’s verification processes ensure accuracy and compliance.
Miscellaneous
Discover more with QuoJob. Use a wide range of services to enrich your everyday working life.
User
The user licenses in QuoJob differ in the scope of their functions. The power user license is a full license that provides you with all rights in the software. The non-power user license is much more limited. It has many read functions, but does not allow you to create jobs and write quotes or invoices, for example. The MyTime license is the smallest user license. Users with this license only have access to the “MyTime” and “Extras” modules.
Create appointments
Organize appointments precisely. QuoJob’s appointment planner helps you to never miss a meeting again.
Time recording
Simplify your time tracking with QuoJob’s services. Ensure accurate project billing and improve time management in your team.
Subtotal
Monitor the financial status of your project with QuoJob’s subtotals. Keep your budget under control and make informed decisions.
Create task
Organize tasks effectively. QuoJob helps you keep track of things and boosts productivity.
Controlling module
In the Controlling module, you will find all the reports that are integrated into QuoJob. Practically all the data you enter into the software is displayed in a report there. You can define reports for yourself and your employees and mark them as favorites in the Controlling module so that you don’t have to search through them all every time. You can also create templates within the reports so that you don’t have to re-enter your selection criteria every time. The reports include profit evaluations, employee hours overviews and the comparison of incoming and outgoing invoices, to name just a few examples.
Project Management Professional
Manage projects professionally. QuoJob provides you with the tools for success in every project.
Diary entries
Your digital companion. Store diary entries in QuoJob and always stay organized.
Exchange
Easily link your QuoJob calendar with Outlook & Teams. With our Exchange module, you can synchronize your calendars and no longer have to worry about multiple tools at the same time. The appointments are displayed in all calendars and you can then enter your time directly in QuoJob.
Credit notes
Would you like to send your customer a credit note? No problem with QuoJob. Simply create a negative outgoing invoice and you can show the document as a credit note. If you like, you can send the credit note, just like other documents, directly from QuoJob.
Internal notifications
In QuoJob you can be notified automatically about almost all processes. In the Extras module, you can specify which messages you would like to have forwarded to your internal QuoJob mailbox or which messages you would like to have forwarded to your external mailbox.
Recurring dates
Do you have recurring appointments? Then create them quickly and easily in your agency software. Select the desired frequency in which your appointments should be created and with just a few clicks you have created them.
Controlling
Almost all data that you maintain in QuoJob is also evaluated in the Controlling module. These are not only pure profit evaluations, but also specific reports on the employee working time model, incoming invoices, KSK and much more. We have put together this tutorial to give you an insight into the functionality of the Controlling module.
Contact View
Save your contact selection and always access the current template. QuoJob remembers the selection criteria and updates them with every query. This saves you a lot of time when sending newsletters or other acquisition campaigns.
Favorites
Quick access to the essentials. With QuoJob Favorites, your top features are always at your fingertips.
Managing Director Report
Decisive insights for CEOs. QuoJob’s GF-Report provides the data that CEOs need.
iCal exports
Keep your calendars up to date. QuoJob enables easy iCal export for smooth planning.
Contacts
In the “Contacts” module, you will find the entire CRM administration. You can create, manage and select customers, suppliers, interested parties, etc. there. You can store your own criteria, price lists and attributes for each contact. In addition to the commercial data, you can also initiate actions such as bulk emails directly from here.
Jobs
In the “Jobs” module, you will find all the jobs you have created. Using the selection on the left-hand side, you can create an individual view that only shows the jobs you want. On the right-hand side of the module, you can perform various actions, such as delegating tasks to the team. The “Jobs” module is one of the most important modules in QuoJob, as this is where you plan all your projects and resources.
Client management
Manage clients with expertise. QuoJob offers you the tools for effective client management.
MyDay
Organize your day optimally. QuoJob’s MyDay gives you the overview you need.
News
The latest news and updates. Always stay up to date with QuoJob.
REST API
Integrate external tools seamlessly. QuoJob’s REST API creates connections for advanced functionality.
Time sheet
Digitize time tracking. QuoJob’s timesheets make tracking and billing easier.
View
Customize views individually. QuoJob Views allow you to see information the way you want it.
Vacation request
Vacation planning simplified. QuoJob’s vacation request tool ensures stress-free approval processes.
Workflow
Under the ‘Workflow’ tab, you will find the documents created on the job from QuoJob. These include delivery bills, meeting reports, emails and correspondence. You can also see the job history on the right-hand side of the job.
ZUGFeRD and X-invoices
Integrate the ZUGFeRD and X-Invoicing standards with QuoJob’s digital invoicing solutions. Optimize your invoicing process and comply with regulations.
Admin module
Manage with ease. QuoJob Admin Services bring order to your projects and finances.
Fortes QuoJob in figures
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