Überblick
Ideal for your very first login. Set up your workspace, choose a template, and fill out your first digital protocol – no training or IT skills required.
Schritt für Schritt
Create your account and name your workspace
Sign up for free and name your workspace after your business. The workspace is the shared hub for your entire team – keeping all templates, submissions, and databases in one central location.
Import a ready-to-use template
Open the template library and select a template that fits your trade, such as a maintenance or acceptance protocol. The template is instantly added to your workspace and ready to use.
Fill out your first protocol
Start a new submission from the template, fill in the fields, and add photos directly from your smartphone if needed. Your progress is saved automatically.
Export as PDF and share
Generate a PDF from your completed submission and share it with your clients or contractors via download or link. You have now successfully completed the entire workflow.