Customers and sales
One customer card with contacts, notes, contracts and history. Leads in a pipeline, quotes from your own catalogue, sent through Microsoft 365 and approved with one click in the customer portal.
What it is
CRM, planning and ERP that fit together
Staurio runs as an online service; you sign in with Microsoft 365 or an account of your own. Every customer has its own environment with its own data.
Planning and work orders
A planning board with calendar, appointments and travel time. Work orders with checklists, materials, photos and a signature, also on the phone.
Hours and invoicing
Hours with timers or afterwards, timesheets as CSV or PDF. Staurio prepares the invoice with labour, travel time and materials and creates it in WeFact, Moneybird or Exact Online.
Service and projects
Tickets with SLAs and a mailbox through Microsoft 365, projects with phases, tasks and extra work, service contracts that schedule their own work orders, stock with warehouses and a scanner app.
What it is useful for
For companies that plan and carry out work
Staurio fits any service company that plans work, carries it out on site and invoices afterwards.
Installation and maintenance
Work orders, service contracts and installations per customer; maintenance that schedules itself.
Projects and work on site
Projects with phases and extra work, and an app for people on site: finishing work orders with photos and a signature, hours and stock.
Helpdesk and customer portal
An email becomes a ticket with a response time; customers see their own quotes, work orders, tickets and invoices.
Management
Dashboards and reports on finance, operations and sales, also as PDF.
What you can count on
Flexible and extendable
Works with what you already use
Microsoft 365 for sign-in, email and calendar; WeFact, Moneybird or Exact Online for accounting.
Your data stays yours
Exports of customers, work orders, products and invoices as CSV, and of the whole environment as JSON. GDPR export and anonymisation per person, with a data processing agreement of its own.
Ready for AI agents
Musketier Agents can be connected to Staurio: agents that prepare quotes, watch the planning, flag extra work and prepare invoices. A person decides. More about Musketier Solutions