One customer record. Every job . Every conversation.
Customer cards link to every proposal, order, time report and invoice they touch — with org-number lookup from Skatteverket, contact history, key handling, and a customer portal for self-service.
Customers, in detail.
Skatteverket lookup
Type an organisationsnummer — the legal name, address and VAT registration fill in.
Contact history
Every quote, job, invoice, email, key handover and SMS — on one timeline.
Customer portal
Customers see their upcoming jobs, sign proposals, and download invoices themselves.
Keys & access
Track which key, alarm code or door fob a job needs — with handover signatures.
From zero to done in three steps.
Create the customer
Org-number, postal address, payment terms. Skatteverket auto-fills.
Everything attaches
Quotes, jobs, time and invoices link to the card automatically.
Share access
Customer portal exposes only what you choose: jobs, invoices, proposals.
Ready to simplify your
daily planning?
Start your 14-day free trial — or book a demo to see how Bokning & Schema Online helps your team save time and reduce admin.