Scheduling jobs in the trades is often a balancing act between the calendar and documentation. Many businesses use separate tools for appointments and the actual protocols. However, our observation shows that operations only run truly smoothly when tasks and reports are directly linked.

With the "Calendar & Tasks" module in ProtocolHero, you can coordinate your daily tasks. You have three views at your disposal: list, calendar, and Kanban board. You can assign tasks to team members, set deadlines, and filter everything by status, person, or timeframe. The biggest advantage is that you can link tasks directly to the corresponding protocols and submissions.

Our practical takeaway: This module is already included in the free "Gründer" plan. It is specifically designed for documentation planning. If you are looking for a lean solution to connect your reports with appointments, rather than introducing an overloaded, complex project management tool, this feature is definitely worth a closer look.

New help video: in a few minutes we explain what reference points are in ProtocolHero and how to use them day to day — using a service report as the example.

Reference points tell you instantly which customer, asset or job a report belongs to, without opening every protocol. You set primary, secondary and optional extra references in the editor, values fill in while completing a submission, and later you filter the submissions list by customer or object.

Whether you work in plumbing, HVAC, electrical, construction, painting, metalwork, vehicles, wood or service & compliance: once jobs recur, clear assignment pays off — and your team finds history faster.

No account yet? Start for free and set up reference points on your first protocol.

Twietmeyer Energietechnik · Robin Twietmeyer, Managing Director

“The first time I heard about ProtocolHero, I was excited by the vision from minute one – and today I’m proud that I got the product immediately, as ProtocolHero’s very first customer.”

In the energy trade, documentation often happens in parallel on site, in the workshop and in the office. ProtocolHero brings proof into one place – and Robin could align his needs directly with the team.

That’s why Twietmeyer will also use ProtocolHero for PV systems, heat pumps and further areas going forward.

New help video: in about eight minutes we walk through the full ProtocolHero first run – no training and no IT skills required.

You’ll see how to create your workspace, pick a matching template, fill your first protocol, and hand it over as a PDF.

Ideal for your very first login, or when you want to show someone on the team the fast path in.

Hero Community Day 2026 · Saturday, 11 July 2026 · Alpenerstr. 16, Cologne-Ehrenfeld

On 11 July we opened our new Cologne-Ehrenfeld office with practical ideas, honest conversations and people who are moving the electrical trade forward.

Between workshop reality and digital future, the day focused on the questions businesses face every day: How do processes get clearer? Where does AI help concretely? And how can inspection and documentation work better together?

The motto “Every move counts” ran through the day. Progress isn’t one big leap — it’s good decisions, practical tools and open exchange.