FAQ
First the questions before you start: what Facilon is, what it costs and where the data is stored. Then short, practical answers for every area of the workspace.
What Facilon is, who it is made for and what it costs.
Q01
Facilon is Swiss web software for service teams and small businesses. It combines client management, job scheduling in a calendar, offers and invoices with the Swiss QR-bill in one workspace. Facilon is developed and run by Schmid IT-Solution in Winterthur.
Q02
Facilon is made for businesses that carry out jobs at their clients’ premises: cleaning companies, caretaking and facility services, gardening and garden maintenance, tradespeople and service technicians. The plans range from a one-person business with one user to teams with an individually agreed number of seats.
Q03
Facilon costs CHF 10, 20 or 30 per month depending on the plan: Starter (1 user) CHF 10, Advanced (up to 2 users) CHF 20, Pro (up to 5 users) CHF 30. Paid yearly it is CHF 100, 200 or 300, which is two months free. For larger teams there is the Scale plan with an individual price.
Q04
Yes. After signing up you try Facilon free of charge and without a credit card; the rates page says how many days the trial lasts. After that you are only charged if you have switched on automatic renewal.
Q05
Your data is stored on servers in Switzerland and is subject to Swiss data protection law. The details are in the privacy policy and in the data processing agreement (DPA).
Q06
Yes. Facilon creates invoices as PDF with the Swiss QR payment part, with an IBAN or QR-IBAN and a payment reference. You switch on the QR-bill in the company settings; it is included in every plan.
Q07
Facilon is a web app and runs in every modern browser on a computer, tablet and phone, without installation. This is how employees see their jobs with address and client details when they are out and about.
Q08
Yes, partly on your own: you export the invoices of a year as a CSV file and save offers and invoices as PDF. The workspace has no export for the client or task list; when the contract ends, the data is handed over or deleted on your instruction, as set out in the DPA.
Q09
Facilon is available in German, French, Italian and English; every person in the team chooses their own language. Support answers in the same four languages, directly from the developer and usually within one working day.
Understand what the dashboard shows and how to use it day to day.
Q01
Start with today’s open work, overdue items, and latest activity. This gives you a fast operational overview.
Q02
Yes. Core widgets refresh while you work, and you can also reload the page for a full refresh after larger changes.
Q03
Yes. The dashboard reflects your role and company assignment, so each user sees only the relevant workspace information.
Plan work, track progress, and keep due dates visible.
Q01
Open Tasks, create a new entry, set date and details, then assign it to the responsible employee.
Q02
Tasks focus on status and ownership, while Calendar focuses on time planning and schedule visibility.
Q03
Yes. Update the task date or adjust the calendar slot to reschedule work without losing task history.
Maintain customer records and keep contact details consistent.
Q01
Yes. Use the CSV import template and review the result summary for imported and skipped rows.
Q02
Search before creating a new client and keep naming conventions consistent for company and contact fields.
Q03
Yes. Open the client profile and update address, contact, or notes at any time.
Create offers and invoices with clear financial tracking.
Q01
In many workflows yes, because accepted offers can be converted into bills faster with fewer manual steps.
Q02
Yes. Company settings define defaults, and you can adjust values per offer or bill where needed.
Q03
Use filters and search in the Bills overview to narrow by client, status, date, or reference number.
Manage access, company details, and account behavior.
Q01
Only users with the required permissions can open those menu items and make organizational changes.
Q02
Use your account and settings areas to update language, profile options, and workspace defaults.
Q03
Open Settings and disable auto-renew. The contract then ends automatically at the end of the current billing period.
Step-by-step guide for updating company profile, document defaults, and billing setup.
Q01
Open Company Settings, go to the company details section, then update legal name, address, contact, and logo. Save changes and reopen one document preview to confirm headers and branding look correct.
Q02
1) Open Company Settings. 2) Go to document text and defaults. 3) Set intro text, footer text, payment terms, and due days. 4) Save. 5) Create a test offer and test bill to verify the default text is applied as expected.
Q03
Open the finance or billing section, set VAT percentages and payment account details, then save once. After that, generate a test bill and verify VAT totals, IBAN, and QR-bill fields before sending real customer documents.