Service company

Clear processing of your orders

Simplify the management and processing of all your customer inquiries with just one software. 

Too many requests, too little overview?

Service companies are often faced with the challenge of processing a large number of customer inquiries at the same time without losing the overview.

A functioning system is often missing: processes are unclear, information is spread across different tools and emails. Nobody has a complete overview.

Joinpoint will help you change that once and for all!

Mass & class
One system for a complete overview

Keep an overview with Joinpoints: Finally, there is one place where your requests, tasks, responsibilities and communication are united.

Discover the #1 tool for your order processing

# 360° view of the orders

Clear processing of many simultaneous orders

With our 360° approach, you have an overview of all customer inquiries at all times and can concentrate fully on your work, safe in the knowledge that no task will be forgotten – from inquiry to aftercare.

# List view

Project list for planning - priority & deadline under control

In the list view, you can group your customer requests and projects flexibly according to priority, status or deadline. This means you always have an overview and know exactly what needs to be done next.

# Automations

Get more done, work less with predefined processes

Automations allow you to complete repetitive tasks on time and reliably, without manual intervention. You can also create a checklist for each step so that nothing is overlooked. This allows you to keep an eye on the entire process.

Seamless cooperation

With Joinpoints you bring Sales, project management and field service work seamlessly together. All departments work in one place – for maximum overview and simple documentation.

Distribution

Sales teams record and process order inquiries centrally. All important information is immediately accessible for project processing.

Project management

The project team plans and coordinates all steps directly in Joinpoints. All data is stored centrally and is available to everyone involved.

Field service

Field staff receive free access via the Connect portal. They can document their work on site, including photos. The status is always up-to-date and visible to everyone.

Quality and safety that convinces

How it worksAn overview in just a few steps

#1 Define processes once

Create your individual workflow in just a few minutes - just like in PowerPoint. Add recurring tasks and automations to process your services faster and more consistently.

#2 Manage orders

With the clear pipeline view and simple drag & drop, you always have an overview of all current orders. This allows you to quickly and easily adjust the status of each customer inquiry and track progress.

#3 Automatically receive tasks and reminders

Once the process has been defined, the appropriate tasks are automatically created for each job and entered directly into the to-do list. This means you don't miss any important steps and always have your tasks under control.

Optional service

Individual onboarding for a smooth start

+1,300 teams rely on Joinpoints

Includes:

The central customer database for your company:

  • Contact details for your customers & partners always to hand
  • Automatic e-mail logging for greater traceability
  • Documentation of telephone calls etc.
  • directly linked to orders, invoices and quotations
  • Plan tasks & reminders for sales

Less administrative work, more time for your business – Joinpoints automates and controls recurring workflows:

  • Perfect for scaling your business
  • handle recurring processes, e.g. for projects
  • Standardized tasks & checklists
  • Automatic distribution of tasks within the team
  • Automated e-mail dispatch

Maintain an overview and control of your requests and orders. Joinpoints offers you the perfect support:

  • 360° overview of all new requests and current orders
  • Pipeline view for perfect control
  • Overview from sales to the final invoice
  • Transparent documentation
  • Uniform communication in the orders
  • Set tasks & reminders
  • Store documents (photos, PDF, etc.) and notes directly in the order
  • Document e-mail traffic automatically in the order
  • Send e-mails directly in the order
  • Connected to the CRM

Joinpoints as the best basis for your further growth:

  • Can be linked with over +3000 other tools via Zapier
  • E-mail integration
  • Connection to Office 365
  • Integration of the Google calendar
  • SMS integration via Twilio
  • Excel Import & Export
  • API interface
  • Joinpoints Web-Hooks

Whether internal or external communication – Joinpoints helps you to maintain a communicative overview:

  • Task management
  • Your own to-do list for everyday life
  • Team tasks
  • Task prioritization and timing
  • Joinpoints Connect as a customer & partner portal
  • Comments & documentation in projects
  • Emoji reaction for quick feedback
  • E-mail tracking
Also available for:

Discover how you can finally get a full overview of your orders.

Test now for 14 days free of charge - no credit card required.