In short: In the trades, whoever works paperless on site wins: quotes, delivery notes and site photos land directly with the job, missing documents are requested digitally, and customers see everything in their own portal – usable on a smartphone too.
Typical pain points
- Receipts and delivery notes get lost on the road.
- Queries and documents cost time.
- Evidence for warranty and acceptance is missing.
How the business goes digital
- Everything with the job: quotes, delivery notes, photos stored centrally.
- Request documents instead of calling around – with status.
- Customer portal: clients see documents, messages and appointments.
- Mobile: the portal runs in any smartphone browser.
- Receipts archived GoBD-compliant, periods per retention obligation.
And e-invoicing?
Trades businesses must also be able to receive e-invoices since 2025. A DMS accepts them including the structured file and archives them audit-proof.