Partnerportal – Subunternehmer & Auftragsannahme

Two areas, one add-on

The partner portal gives people outside your company their own login to your CRM. It covers two things: working with subcontractors and accepting jobs from outside clients.

Subcontractor management

• Separate logins: Each subcontractor gets an account with company details and contact persons. The access email contains a one-time link.
• Jobs as groups: You assign jobs. Each job is a group of tasks.
• Documentation on the job: Posts, comments, photos and videos collect in the task.
• Completion: The subcontractor reports the job done. Your office accepts it or asks for rework. Finished jobs move to the archive.
• PDF reports per job.
• Permissions per role and per person: You decide who sees and does what.

Accepting outside jobs

• Client logins: You create them, or clients register themselves.
• Multi-step request form: with templates, address and photos.
• Office review: Every request reaches you. You review it and accept the job.
• Report release: You decide which reports the client can see.

Photos, videos and storage

• Photos: JPEG, PNG and WebP up to 20 MB and 40 megapixels per file. Export HEIC photos as JPEG first.
• Videos: MP4, MOV and WebM up to 300 MB and 15 minutes per file. The server converts them to H.264 up to 1080p and then deletes the original.
• Storage: 1 GB per job and 10 GB per CRM installation by default. The original, the converted file and reserved space all count.
• Location: Media is stored on the server of your CRM installation.

Price and requirement

€69.00 per month plus 19% VAT. The add-on is not included in any plan, not even Premium. It requires an active CRM license (Basis, Pro or Premium). Book it with a new plan or later on top of your existing license.