Facilon

Facilon Function Overview

From the first call to the paid invoice.

Facilon connects client data, planning, offers, tasks and billing in one flow. Here is what it looks like in practice.

Try it for freeRequest a consultation

The flow

Five steps, one software

Add the clientWrite the offerPlan the jobAssign team & equipmentSend the invoice
Step 1 of 5Add the client

Contact, addresses and notes in one place – or import existing lists via CSV.

All features

One tool instead of five

Everything your team needs day to day – connected in one workspace.

Planning

Appointment Planning Board

Coordinate appointments visually with a clean schedule flow, employee assignment, and direct conflict visibility before work overlaps.

Facilon planning board: monthly calendar of an employee with planned, active and completed jobs08:00 · Heating service · Lara13:30 · Check heat pump · MarcoConflict: Nina is already scheduled

QR Bill

Swiss QR Bill Customization

CHF 38’100.00

Total and VAT calculated automatically

Sales

Offer to Execution Flow

  1. OfferOffer editor with structured line items
  2. TaskCreate task directly from an offer
  3. InvoiceCreate bill draft from an offer

Team

Employee Control Center

  • Lara KellerOn a job
  • Marco RossiOn the road
  • Nina FreiVacation

Anywhere

Access from Anywhere

Use Facilon on any device — smartphone, tablet, or desktop browser. Your data is always in sync, always available.

Facilon on a phone: monthly calendar with an employee’s jobs

Import

CSV Client Import

TemplateUploadDone

Advanced

Equipment & Resource Booking

  • Service van 1free
  • Lifting platformbooked
  • Hammer drillDouble booking prevented

Automation

Reusable Item Templates

  • Technician hour+ insert
  • Travel+ insert
  • Small parts+ insert

Custom Document Branding

Add your company logo and custom text to all bills and offers for a professional look that matches your brand identity.

Try it for free