In the construction sector in Switzerland, client management is not limited to a simple business relationship. It also includes the establishment of detailed quotes, invoicing of work, tracking of payments, management of credit notes, as well as the centralization of all essential data for your business. Too often, these tasks are scattered across different tools, Excel files, or software that are poorly suited to the realities on the ground.
The ArtiBox Client Module has been specifically designed to meet the needs of Swiss building professionals: tradespeople, general contractors, and clients. Integrated into the ArtiBox business CRM, it allows you to efficiently manage your entire client relationship, from the initial estimate to the final payment, all within a single interface accessible on both computer and mobile.
A client module designed for construction stakeholders in Switzerland
The ArtiBox Client Module consolidates all information related to your clients and your construction sites. It serves as a central point for managing your quotes, invoices, payments, and credit notes, while providing a clear and organized view of your activities.
Unlike general solutions, ArtiBox has been developed specifically for the building trades. Each feature is designed to address the constraints of the construction site, the billing cycles specific to the sector, and the frequent exchanges with clients, partners, and subcontractors.
Create and manage your client quotes quickly
The creation of quotes is a crucial step for the success of your projects. The ArtiBox Client Module allows you to produce professional, precise, and structured quotes, perfectly tailored to your business.
- Quick creation of quotes from customizable templates
- Organization of services by lots, items, or phases of work
- Automatic integration of rates, conditions, and mentions compliant with Swiss requirements
- Modification and adjustment of quotes with ease
Each quote is directly associated with a client and a construction site, thus facilitating tracking and limiting the risks of errors or duplicates. You save time while enhancing your professional image.
Invoice your construction sites simply and securely
Once the quote is validated, the ArtiBox Client Module supports you in the complete management of invoicing, with no break between the different stages.
- Conversion of quotes into invoices in just a few clicks
- Issuance of deposit, interim, or final invoices
- Management of credit notes
- Detailed history of all your invoices
All your documents are centralized and accessible at any time. You thus have a precise view of your invoicing, essential for anticipating your cash flow and securing your revenues.
Track your client payments and manage your cash flow
Tracking payments is a key issue for construction companies. Delays or oversights can quickly jeopardize your cash flow.
- Real-time visualization of invoices that are paid, pending, or overdue
- Linking payments to each invoice and construction site
- Centralization of all customer financial flows
- Facilitation of reminders and exchanges with your clients
This organization allows you to work with greater peace of mind while maintaining total control over your payments.
Manage credit notes and adjustments easily
Changes during construction are common in the building sector. The ArtiBox Client module includes comprehensive management of credit notes to ensure transparency and compliance.
- Quick creation of credit notes
- Attachment to the relevant invoices
- Clear tracking of each adjustment
Centralize all customer data
With ArtiBox, all information related to your clients is gathered in a single space:
- Complete contact details
- History of quotes and invoices
- Tracking of ongoing and completed construction sites
- Payments and associated documents
This centralization improves your responsiveness, simplifies your exchanges, and limits information loss. You can quickly access all useful data, whether you are in the office or on the construction site.
A solution accessible on mobile, even on-site
Because construction professionals primarily work on-site, ArtiBox offers a high-performance mobile application.
- Real-time access to client and construction site records
- Access to quotes, invoices, and payments
- Activity tracking wherever you are
An integrated module within a complete business CRM
The Client module integrates perfectly with other ArtiBox features, providing a comprehensive and coherent view of your business.
- Construction Module
- Quotes Module
- Accounting and financial tracking Module
- Suppliers and subcontracting Modules
Who is the ArtiBox Client module aimed at?
- Independent tradespeople
- SMEs in the construction sector
- General contractors
- Multi-site networks and franchises
- Contractors
Why choose ArtiBox over traditional software?
Unlike standard invoicing software, ArtiBox offers a solution specifically designed for the construction sector, integrated into a proven business CRM.
- Tool adapted to the realities of the field
- Centralized and automated management
- Significant time savings
- Better visibility into your business and cash flow
Improve your customer management with ArtiBox
The ArtiBox Client module helps you simplify your administrative tasks, secure your invoicing, and strengthen your client relationships, without multiplying tools.
Available on web platform and mobile application, it is a true performance lever for your business in Switzerland. Discover now how ArtiBox can optimize your organization and facilitate the management of your construction sites on a daily basis.
