Client project
Auftragspilot
No order goes unbilled anymore.
For a transport company I automated a manual email and invoicing process. Orders come in by email there, and for each order an invoice used to be written by hand.
- Client
- Transport company (anonymous)
- Area
- Order processing & invoicing
- Volume
- About 2 to 3 orders per day
- In use
- For about a year
The problem
The manual way costs a lot of working time and is error-prone. The biggest problem: orders were not always billed after completion. Invoices were missing, and real money was lost.
On top of that came phone orders that only lived in the operator's notebook, with no proper order in the system at all.
From the inbox into the system
Reading emails automatically
The software reads all incoming emails automatically and processes the orders they contain. Order number, line items and addresses are stored, including from PDF attachments.
Is an invoice missing?
Automatic invoice matching
Using the order number, the software checks via an interface whether an invoice already exists. If not, it is created automatically and released for review.
The operator can search all orders by number and check whether all services really match.
Follow up with one click
Clearing up missing orders
If an order or services are missing, the operator sends an email with one click to the client, who simply replies. That way even phone orders get a clean record.
The result
Less manual work, fewer errors and above all: no order goes unbilled unnoticed anymore. Invoicing now largely runs by itself.
- ~6 hrsof manual work saved per week
- ~€800 netper previously lost invoice
- ~1 yearin daily use
Technology used
PHP
Tell me what is not working for you.
Describe in a few sentences what it is about and what is missing today. The more concrete, the more useful the answer. First response usually the same day.