QUOTES AND INVOICES WITH AI
• Describe the job in your own words or by voice – Zera turns it into a draft quote with items from your service catalog.
• Send quotes as a link, your customer accepts them online.
• Turn a quote into an invoice with one click, including e-invoices (ZUGFeRD / XRechnung-ready).
• Keep payment reminders and dunning in view.
TIME TRACKING AND CLOCK
• Clock in and out, record breaks, assign time to projects.
• Hours account with target, actual, overtime and vacation.
• Hints on German working-time law, for example missing breaks or too little rest.
• As the owner, see who is clocked in right now.
PROJECTS AND SCHEDULING
• Planning board for your team: who is at which customer when.
• Projects with photos, documents, measurements and budget.
• Staff see their assignments right in the app.
ZERA – YOUR AI ASSISTANT
• Ask Zera in chat or by voice call: "Which invoices are open?", "Schedule Max at Miller's tomorrow."
• Zera knows your customers, projects and appointments and gets tasks done for you.
• Dictate instead of typing – wherever text is needed.
TEAM AND COMMUNICATION
• Team chat with channels, project chats and direct messages.
• Roles for owners, admins, members and field staff.
• Push notifications for new assignments, messages and important hints.
MORE
• Customer management and service catalog
• Fleet with trip log
• Incoming invoices
• Accounting connections (Lexware Office, sevDesk, DATEV export)
WHO IS IT FOR?
Small businesses and freelancers in Germany, Austria and Switzerland: trades, service providers, agencies, IT companies, event technology, moving companies and anyone who writes quotes, tracks time and plans a team.
PRIVACY
• Servers and database in Germany.
• AI processing via Google Cloud in the EU, your data is not used to train AI models.
• GDPR-compliant, data processing agreement included.
The app requires a SalesHookAI account. You can create one for free in the app or at saleshookai.com.
Questions or feedback: support@saleshookai.com
Quotes, invoices, time tracking and team scheduling – with AI assistant Zera