Your office.
One login. All together.

Manage customers, companies and contacts in one place. Contact details, enquiries and related processes help you provide personal, traceable service. Search, filters and suggestions help you find the information you need.

Create individual quotes with services, prices and reusable templates. Add optional services, quantity pricing and discounts. Customers can view published quotes online, select services and confirm with their signature. Acceptance creates an order; an order confirmation can be generated as a document.

Connect mailboxes, search messages and use reply templates. Link emails to customers or enquiries. Read and processing statuses are separate, so you can distinguish unread messages from those still needing attention.

Calculate routes and distances using the connected route calculation. Set per-kilometre prices and choose one-way or return journeys. Add the calculated travel costs to your quote.

Create standalone customer invoices or reuse services from a quote or order. Enter service dates and payment terms, apply line and overall discounts and early-payment discounts, and check the draft in the PDF preview. Deposit, partial and final invoices are available for supported workflows.

TotalDesk supports PDF invoices and the structured XRechnung and ZUGFeRD formats. Upload and review incoming electronic invoices. Recognised invoice details assist further processing while the original is retained.

Upload PDFs, images or XML files, or photograph invoices on your phone and adjust document edges before uploading. Automatic receipt recognition proposes details for review. Add categories, tax details and payment information, and split amounts where needed. Recurring receipts track intervals, due dates and amount history. Supported foreign-currency receipts allow dollar amounts to be converted to euros using the invoice date.

View multiple configured bank accounts together. The existing FinTS connection retrieves transactions from supported banks and lets you match them to invoices or receipts. See which payments are matched and which need clarification.

Track outstanding amounts and due dates. Prepare payment reminders and collection notices using templates, deadlines and reminder stages. Keep the follow-up process and related communication traceable.

Categorise income and expenses, manage assets and track payments. Reports and worksheets help prepare your business figures. A configurable DATEV export supports collaboration with your tax adviser, including chart of accounts, adviser and client settings.

Organise different brands or lines of business in separate areas. Assign customers, mailboxes and processes to the right area and switch between the overall view and individual areas. Area-based permissions control staff access.

Manage employee records and prepare monthly payroll data. Individual protected data-entry links help new employees submit details and certificates. Employee management initially supports teams of up to 25 people.

Customise your homepage with useful widgets. Monitor enquiries, unread emails, tasks and business figures, and use central search. Add TotalDesk to the home screen on supported devices. Configurable notifications can inform you about new emails, deadlines and signed quotes.

Personal user accounts, two-factor authentication, passkeys and role-based permissions protect access. Activities are logged, and encrypted backups support data protection.