For trades businesses

Nearing completion

Your back office runs automatically and you focus on your craft.

We’ll show you how Necesso automates your office work from the first inquiry to the paid invoice. You set the rules and decide on exceptions.

Automation isn’t a luxury. It’s a necessity.

LAUNCH MARKETS
  • Austria
  • Germany
  • New York
A tradeswoman records job details at the worksite.
RIGHT ON SITE.Keep track of the job details.

The job is done. The paperwork isn’t.

You spend the day working for your customers. In the evening, messages, appointments and invoices still need your attention. That’s where Necesso helps.

Messages in too many places.

Calls, emails and WhatsApp messages: job details have to be gathered from different places.

Appointments change.

A customer cancels or a job takes longer. The day’s schedule needs updating.

Invoice details are missing.

Recording hours, materials and photos later adds more work to your evening.

From the first inquiry to a paid invoice.

One complete process in one system. The information stays with the job and carries through to the next step.

  1. Inquiry

    Email, phone or form: the inquiry is linked to the right customer.

  2. Offer

    The offer uses your services, prices and previous jobs.

  3. Job

    An accepted offer becomes a job with all its details.

  4. Planning

    Schedule the date, crew, materials and equipment.

  5. Site

    The crew records hours, materials, photos and signatures on the phone.

  6. Invoice

    The job details carry through to the invoice.

  7. Paid

    Payments are matched. Unpaid invoices receive reminders.

Routine work runs automatically and you decide on exceptions.

You set the rules. Necesso handles matching routine tasks automatically. When something falls outside those rules, you are notified and approve the next step.

A job in everyday use.

A water-damage job shows part of the process, from the customer’s inquiry to the prepared documents.

A customer needs help.

Water in the cellar: a customer asks if you can come today.

NECESSO
MCustomer enquiry
Hello, our cellar is flooded. Can you come today?

Enquiry received

The inquiry is recorded.

Customer, address and request are recorded for the offer and job.

NECESSO
MCustomer enquiry
Hello, our cellar is flooded. Can you come today?
✓ ENQUIRY RECORDEDFlooded cellarLerchenfelder Straße 12

Details prepared for the offer and job.

The customer chooses a time.

Available times are suggested. The customer picks one that works.

NECESSO
MCustomer enquiry
Hello, our cellar is flooded. Can you come today?
NECESSO

We can come today. Which time works for you?

11:0013:30 15:00
The customer chooses 13:30.

Time and address confirmed.

The details are in the calendar before you set off.

NECESSO
MCustomer enquiry
Hello, our cellar is flooded. Can you come today?
MonTueWedThuFri
Water damageLerchenfelder Straße 12

Appointment confirmed. Details ready.

NECESSO / JOB DOCUMENTS

Ready for the next step.

Insurance, bookkeeping and tax.

Insurance

Documents for the claim

  • Damage report and photos
  • Work hours and signature
  • Offer, invoice and receipts

Compiled against the insurer’s document list.

Bookkeeping and tax

Records for the monthly handover

  • Supplier and customer invoices
  • Receipts and material costs
  • Payments and unpaid invoices

Sorted for your accountant and tax adviser.

Documents collected. Ready to hand over.

Ready for insurance, bookkeeping and tax.

Insurance: damage report and photos, hours and signature, offer and invoice. Bookkeeping and tax: supplier and customer invoices, receipts and material costs, payments and unpaid invoices. Compiled against insurer requirements and sorted for your tax adviser.

Tradesperson in a work van in the rain, with a dashboard-mounted phone.

Ready for the next job.

The time, address and job details are ready.

Record notes on site.

Record notes on site.

Type or speak your measurements and material notes. Keep them with the job.

Spot urgent requests.

Spot urgent requests.

See new, urgent requests while you’re out on a job.

NECESSO / JOB FILE

Water damage

Photos

A damaged wall is photographed with a smartphone.

Photo uploadedSaved with the job

Work hours

Work report recorded

Hours recorded

Saved with the job

Receipts

Material receiptsMatched

Supplier invoiceMatched

Invoice

Invoice draftWater damage

Prepared

Ready for approval

Photos, work hours, receipts and the invoice are collected with the job. You review and approve.

Your week on one board. Your site in your pocket.

One system for your business. The core features are ready, and the final additions are nearing completion.

Explore the product ↗

Your week, clearly planned.

Crews, appointments and project stages on one plan. Spot scheduling clashes early.

Your site, in your pocket.

Jobs, hours, materials, photos and signatures on your phone, even without a signal.

Every detail stays with the job.

Keep emails, documents, calls and voice notes together. Give each person the access they need.

Equipment and deadlines in view.

Keep equipment, maintenance contracts and inspection records together, with the next date on the plan.

Insurance paperwork, prepared.

Collect claim records and check them against the insurer’s document list, ready for approval.

Understand the tender before you bid.

Review tender documents and keep track of the requirements for your bid.

An organised handover to your accountant.

Collect and sort supplier invoices, receipts and payments, ready for review and the monthly handover.

NECESSOMore time for your craft.

All core features are ready. Let us show you Necesso.

Necesso is nearing completion. The core features are ready, with just a few additions being finalized. Let us show you the product and discuss what your business needs.

Request a product demo

office@necesso.ai