Feature overview

Everything that moves a job forward

Fifteen areas connect the building application, the enquiry, the job, the site, the certificate, the invoice, the people, the payroll and the payment. Here is what elektro.box covers today.

  1. 01Leads

    Finding work before anybody rings

    The cantons publish building applications every day. We read them, put them on the map and propose the building owner and the planner as customers — except where the planner is in your own trade.

    • Building applications
    • The cantons' daily Baugesuche
    • Building owner and planner
    • The application on the map
    • Filter by municipality, zone and radius
    • The federal building register
    • EGID, year built, flats, heating
    • Solar potential of the roof
    • «Turn it into a customer»
    • What a competitor is planning stays hidden
    • Enquiries from the website
  2. 02Order

    From the phone call to the handover

    What comes in becomes an order, gets a date and a crew. Who placed it and when stays in the header — still there in two years, when somebody asks.

    • Dashboard
    • Orders
    • Kanban board
    • Tasks
    • Task templates
    • Scheduling a task
    • Appointments
    • Appointment reminder for the customer
    • Appointments in your own Outlook calendar
    • Crew assignment
    • Work packages
    • Order types with their own number range
    • Your own statuses and priorities
    • Order templates
    • The building owner
    • Placed on, placed by, recorded by
    • A deadline on the order
    • Project deadlines in deadline types of your own
    • The status follows the Rapporte and the invoice
    • Billing straight from the order
    • Photos and documents, filed on the Objekt
    • Construction projects, lots and stages
    • Stages on a timeline
    • The staff each stage needs
    • A Gantt with the Rapporte on it
    • Workload per week
    • An order marked as a favourite
    • Open invoices and margin on the order
    • Search across everything an order holds
    • Filter by the people on its Rapporte
    • Merging orders without losing anything
  3. 03Scheduling

    Who drives where — and how long the drive takes

    The day is on the map rather than in a column: who is working, where the sites are and how long it takes between them. A plan is proposed; applying it is yours.

    • Scheduling
    • The crew's week
    • Who is working, who is away
    • The day on the map
    • Driving times measured, not assumed
    • «Optimise the day» — a proposal, never a booking
    • «Plan the day» by hand
    • The deadline and the double booking, where you plan
    • A route per Monteur
    • Qualifications per employee
    • «Has been there before»
    • Work that spans several days
    • Rapporte with no date wait in «Not planned»
    • Clear the assignment
    • On the phone a picture, and a tap opens Google Maps
  4. 04Rapport and hours

    Written on site, not in the evening

    The Rapport is written where the work happens, and the customer signs it on the phone. The hours are clocked instead of being guessed at on Friday.

    • Rapporte
    • Regie Rapport
    • Defect Rapport
    • Ausmass Rapport
    • Its own crew per Rapport
    • «My Rapporte»
    • The Rapport pool
    • Hand a Rapport back
    • Signature on site
    • Photos and a voice note
    • Description of the work
    • Take the order's documents onto the Rapport
    • Acceptance deadline for a Regie Rapport
    • Time tracking with start and stop
    • Clocking a break
    • Overtime
    • Travel time and travel rates
    • Meal allowance
    • School and course days as an absence
    • Requesting holiday and absences
    • Approving them, with a warning when they collide
    • A holiday balance per employee
    • Internal time in your own categories
    • Productive against unproductive hours
    • The analysis as CSV
    • Read back a correction to a time entry
    • Hours per order
    • Worked and billed time kept apart
    • Hours always land on a position
    • Pikett rota
    • A monthly hours report by e-mail, for each person and for the office
  5. 05Installation and certificate

    Measure, certify, bring forward

    The values are captured at the circuit, on site, instead of going through the keyboard a second time in the evening. Which certificates an order needs is proposed for you — and whoever did the work may not sign it off.

    • Installation dossier
    • Circuits
    • Measurement runs
    • Measurement protocol as a PDF
    • Erstprüfung
    • Schlusskontrolle
    • Abnahmekontrolle
    • Periodic inspection
    • SiNa on the VSE 2018 form, as PDF/A
    • SiNa to the grid operator by e-mail
    • Hand-over to the owner
    • Sample inspection
    • Which certificates an order needs
    • The notification process step by step
    • Whether a notification is required, by questionnaire
    • Connection request, installation notice and meter order, with versions
    • Queries from the grid operator as a task
    • A prefilled sheet for the grid operator, as a PDF
    • Independence under NIV Art. 33
    • Inspection periods under the NIV
    • Permits and their deadlines
    • Defect report
    • Defects straight out of the Messung
    • Defects with photos, offline too
    • Deadline extensions from the inspection body by e-mail
    • Your own defect templates
    • Deadline monitor
    • Look up the grid operator
    • The EIV deadline for the one-off payment
    • Send the SiNa and the protocol with the invoice
    • The file closes only once everything is there
    • The building's life record
  6. 06Belege

    Quote, Rapport, invoice — one editor

    The three are the same Beleg with a different kind, so they are the same editor too. What the customer sees, they see through a link and sign on whatever device is in their hand.

    • Quote
    • Invoice
    • Rapport
    • Positions and structure
    • Groups and titles number themselves
    • Copy a position
    • Search the article number in the row, NPK included
    • An IC column with the installation code
    • Through the positions by keyboard
    • Quick calculation
    • The price dials under the quote
    • A target margin beside the mark-up
    • The margin per position
    • Labour hours with a Funktionsstufe
    • Customer discounts
    • Akonto
    • Skonto
    • Regie
    • Variations
    • Partial invoice
    • Rückbehalte
    • Guarantee periods
    • QR invoice
    • Paying with TWINT
    • Customer view through a link
    • Signature on the device
    • An order confirmation when the customer accepts
    • Acceptance by e-mail
    • Split one quote into several Rapporte
    • The Ausmass writes its quantities into the quote
    • A purchase list for the quote
    • A Beleg in the customer's language
    • Opening and closing text
    • Sent as a PDF
    • When the quote went out, and to whom
    • Tenders
    • Cost plans
    • Service packages
  7. 07Accounting

    What comes in, what goes out, what is missing

    The bank statement is held against the open invoices, the dunning ladder keeps climbing, and the construction lien deadline speaks up before it runs out. A supplier invoice is signed off, coded and released before it is payable. If you want, keep the books right here in the general ledger — or stay with bexio, Abacus or Banana.

    • One overview of receivables and payables
    • Receivables
    • Payables
    • Position sign-off by the project manager
    • Sign-off and release
    • The account coding plan
    • A code per position
    • «Let the AI code it»
    • What repeats is coded from history
    • The orderer is read off the invoice
    • The invoice beside its original
    • Cancel, delete, restore
    • Reading in the bank statement
    • Payment matching
    • Payment plans
    • Dunning with steps
    • Dunning letter
    • Default interest and dunning fee
    • Debt collection request
    • Construction lien deadlines
    • VAT return
    • Turnover reconciliation for the VAT return
    • Input tax on expenses
    • Expenses with a photo of the receipt and an account
    • bexio
    • bexio both ways: customers, suppliers, employees
    • Abacus (AbaConnect)
    • Where our figures and the external books disagree
    • General ledger
    • Journal and account sheets
    • Trial balance
    • Bank statement posted line by line
    • Financial years and the opening balance
    • Fixed assets with their depreciation
    • Work in progress at the year-end close
    • Supplier invoices paid by payment file
    • VAT return as XML for the FTA's ePortal
    • Year-end close with balance sheet and income statement
    • Take-over from bexio, Banana or Abacus, even mid-year
    • Parallel run
    • Audit package
    • An account of their own for the accountant
    • All of the accountant's clients on one page
  8. 08Payroll

    The wage run stands where the hours already are

    The hours, the absences and the Funktionsstufe are recorded already, so the wage run uses them instead of a second entry. Withholding tax, the Lohnausweis, the AHV declaration and the GAV report all come out of the same run.

    • Payroll
    • Employees and their contracts of employment
    • Wage types in Swissdec semantics
    • Cost per productive hour, the EIT way
    • Ausgleichskasse, UVG, KTG and BVG as contracts
    • Public holidays per canton
    • A monthly wage run
    • The payslip as a PDF
    • Wages paid by payment file
    • Meal allowance and the company car
    • A Pikett allowance on your own rule
    • Withholding tax on the FTA tariff
    • The withholding tax settlement per canton
    • Cross-border commuters
    • The Lohnausweis on the FTA's own Formular 11
    • The AHV wage declaration, reconciled against the instalments paid
    • The GAV compliance report
    • The employer's certificate for the RAV
    • A deadline calendar for the declarations
    • A reminder when next year is not ready yet
    • Year-end with the Lohnausweise
    • Take-over mid-year
    • A parallel run against your previous program
    • The wage journal into the general ledger
    • «My payslips» for employees
    • Their Lohnausweis, without having to ask for it
  9. 09HR

    From the first day to the annual review

    A new starter fills in their own personal details, through a link. What has been handed out stays in the register until it is back, and the annual review starts from the figures already recorded. The signals are a reason for a conversation — never a verdict.

    • HR overview
    • Onboarding new employees
    • Personal details filled in by the employee, through a link
    • ID and permit, stored encrypted
    • Completeness at a glance
    • Equipment: tools, keys, laptop, vehicle
    • Hand-out and return, logged
    • A return checklist when somebody leaves
    • An annual review per person and year
    • The annual review as a PDF
    • Employee account: advances, private purchases, damage
    • Set off through payroll
    • A fines register for company vehicles
    • Who was driving, suggested from the hand-over, the hours and the appointments
    • Signals on overtime, vacation, maximum working hours and permits
    • A dedicated HR role
  10. 10Figures

    How the business is doing

    Not a second set of books: the figures come from the Belege, the hours and the stock that are recorded anyway. No chart of accounts, no opening balance.

    • Controlling overview
    • The annual target — and whether you are on course
    • Contribution margin
    • Contribution margin on labour
    • Post-calculation per order
    • Funktionsstufen with pay, cost and rate
    • A cost rate from the monthly wage
    • The quote's margin on the order
    • Value of the stock
    • Open receivables and how old they are
    • A thirteen-week cash forecast
    • The crew's productivity
    • Weekly report
    • What is still missing before the figures mean anything
  11. 11Material

    What it costs, what is on the shelf, what was installed

    The catalogue says what a socket costs — at several wholesalers, on your own terms. The stock says whether one is in the van, and the weekly reconciliation says whether what was delivered was also billed.

    • Article catalogue
    • Service packages
    • The wholesaler catalogue
    • One article, several wholesalers
    • Your own net prices
    • Availability
    • Article images
    • Filter by technical properties
    • Favourites
    • «Often ordered»
    • The purchase list splits across the cheapest wholesaler
    • Ordering from Otto Fischer
    • Scan a delivery note
    • The price you last paid for an article
    • Stock and quantities
    • Several storage locations
    • A site as a storage location
    • Goods receipt
    • Delivery notes
    • Reconciliation: delivered, installed, billed
    • Structured by NPK and SIA 451
    • Steiger calculation
    • Order an ELDAS licence in the app
    • Reading in price lists
  12. 12Customers and buildings

    Who orders, who pays, who unlocks the door

    In an apartment block those are three different people. Property management, general contractor and tenant hang off the Objekt and not off the order — which is why they are still there long after the order is filed.

    • Customers
    • «My customers»
    • Contacts
    • Companies
    • Objekte
    • Type of building
    • Parties on an Objekt, with a number to ring
    • Owner, property management, general contractor, architect
    • The contact on site
    • Subcontractors
    • Suppliers
    • Customer classification
    • Customer phases in your own words
    • The customer's language
    • Duplicate detection
    • Service contracts
    • Notice periods, with a warning before one runs out
    • Maintenance contracts that raise their own work
    • A history per party
  13. 13Inbox

    Everything that arrives — and everything that gets discussed

    E-mail, WhatsApp and the form on your website land in the same list. What there is to say about an order is said on the order, not in a group chat nobody can find again.

    • Inbox
    • E-mail
    • Gmail
    • WhatsApp
    • Forms
    • Enquiries from the website
    • An address of your own for supplier invoices
    • A «New invoices» tile
    • Open a message and read it
    • Automatic classification
    • Suspected spam is held back
    • Suggested reply
    • Attached to an order and a customer
    • Chat on the order
    • Push to the phone
    • History: who changed what, and when
    • Trash you can restore from
  14. 14Artificial intelligence

    Reads along, suggests, decides nothing

    The supplier invoice is read rather than retyped, the Rapport dictated on the drive home. Plenty is suggested; nothing goes out without you.

    • An assistant on every page
    • Reading Belege out of e-mail and PDF
    • Drafting a quote
    • The quote is built live in the assistant
    • Either from the Steiger catalogue or freely calculated
    • Articles from your own catalogue and the wholesaler's, priced
    • Every proposal says why
    • A Steiger position, Verlegungsart and all
    • Matching the positions of a tender
    • A Rapport from dictation
    • Proposing the Rapporte for a whole stage
    • Reading receipts
    • Reading supplier invoices
    • Spotting a customer's objection to an invoice
    • «Let the AI code it»
    • Proposing who stands around the building
    • Spotting the deadline on an order
    • Recognising deadline extensions from the inspection body
    • Recording defects
    • Classifying orders
    • Spotting duplicate orders
    • Merging orders through the assistant
    • Following up
    • Reporting a fault or a wish
    • What the assistant may do is decided by the role
  15. 15The business

    Roles, branches, offline

    Work continues in a basement with no signal and syncs later. Who sees what is decided by the role: the Monteur sees his orders, not the margin.

    • Several Betriebe
    • Roles and permissions
    • The field crew sees only its own orders
    • Teams and branches
    • Company profile
    • Search across everything, from any page
    • Filters and columns stay per user
    • A saved view as a tile of its own
    • Areas that can be switched off
    • Working offline
    • Read back a change that was refused
    • Apprentices and their training reports
    • Protection of young workers under ArGV 5
    • A register of protective equipment and its inspections
    • Recommend us to a customer
    • A setup wizard with demo data
    • German, French, Italian, English
    • Data protection under the revDSG
    • Access and erasure
    • Statutory retention periods
    • A nightly backup of the documents

How to read this list

These features are available today

This list describes the current software, not a roadmap. Areas such as tasks, appointments, scheduling, Pikett, planning, compliance, controlling, building applications, defect reports, work packages, branches, stock, the general ledger, payroll and HR can be shown or hidden for each business. Planned integrations are listed separately and explicitly marked as planned.

A feature list is cheap. Ask us what one of them looks like in your own business.

Better seen than read

45 minutes using one of your jobs: from capture on site through to the certificate and invoice.