Von der Vorlage bis zur Übergabe: Erfasse vor Ort, prüfe im Team und übergib professionelle Nachweise. Entdecke alle Funktionen von ProtocolHero.
Acht Bausteine, die ineinandergreifen – wähle einen Bereich und erfahre mehr.
Concrete UI views for the builder, mobile submission, PDF handover, calendar, board, crew scheduling and chat.
Build your own protocols with fields, sections and required inputs – no code.
Fill in a submission on site, see the status and attach records.
Hand over an inspection protocol with measured values, photos and signature.
Plan tasks as a list, calendar or board – with deadlines always in view.
Organise tasks as a Kanban board – with freely named columns, team labels, multiple assignees and progress.
The team week at a glance: who is where, how full the day is, which job is assigned.
Site channels and direct messages — coordinate without leaving the job.
Weise Dokumente zu, lege Prüfer fest und verfolge jeden Schritt — inklusive GPS-Standort bei der Unterschrift und kompletter Aktivitätshistorie.
Prozess
Verlauf
From simple protocols to complex documentation workflows. What is available today and what is coming next.
No-code template builder
Build your own forms and protocols with drag and drop.
Submissions
Fill in forms digitally – mobile and offline.
PDF export
Professional PDFs from every submission.
Databases
Link and reuse master data.
Signatures & approvals
Sign on site, send a quote for signature, and see who approved it when.
Receipts
Travel, hospitality and self-issued receipts as digital templates — not bookkeeping software.
Sharing & export
Hand over records as PDFs or through secure links.
Team workflow
Assign, review, approve – traceably.
Mobile & offline
Use it on the job site even without internet.
AI assistant
Your personal assistant: create, assign and move tasks in conversation. On the Hero plan with AI conversation mode on the Tasks page.
Hero Agents
Digital team members on site and in the office: photo of the distribution board or a report → values in the inspection protocol. Read mail, derive tasks, work through jobs on a schedule.
Email for channels & boards
Own email address per channel and board: mail becomes a channel message or a card — with an AI summary.
Board connection
Protocol → board: set target column and assignees per stage; cards link submission and protocol.
Website forms
Collect structured requests directly through your website.
Reports & Analytics
Analyse submissions, track progress and keep activity across your workspace in view.
Timestamps
Automatic timestamps on defined actions within protocols.
Tasks & calendar
Derive tasks from protocols and plan deadlines as a list, calendar or board.
Task board
Organise tasks as a Kanban board with freely named columns, team labels and multiple assignees.
Crew scheduling
Who is where this week, how full the day is, which job is assigned.
Chat
Site channels and direct messages for the team.
Recurring blocks
Add nested levels while filling — circuit, room, device.
Write quotes
Derive quotes from documented work and send them to the customer.
Floor plan tasks
Pin tasks and defects directly on floor plans or system diagrams.
Invoicing
Derive invoices from documented work.
Time tracking
Record time per job and crew.
Inventory
Keep materials and stock in the business.
API & MCP is live: connect your own AI and existing software, or run documentation, tasks and teamwork directly in ProtocolHero.
Protocols, tasks, crew scheduling, chat and approvals in one platform — no extra tool for documentation.
This is the current path: builder, submissions, calendar, board and PDF in ProtocolHero.
Book an intro callConnect the tools the business already uses. AI understands the job, recommends the next step, and acts.
API & MCP is live. We clarify the systems and tools you want to connect in an intro call.
More about API & MCPTrades across the field rely on ProtocolHero every day.
Bei uns gilt: Ohne vollständiges Protokoll zahlt der Kunde nicht. Angefangen haben wir mit dem Elektroteam, heute arbeiten Wärme, Dach, Vertrieb und Büro im selben System – tausende Dokumente, jedes geprüft und dem Richtigen zugewiesen. Und wenn wir etwas brauchen, ist das ProtocolHero-Team sofort da.
M. Haußmann
Hamacher Solar GmbH
Starte kostenlos oder lass dir ProtocolHero in einer Demo zeigen.
