autoch.at CRM

autoch.at CRM helps you keep track of clients, send invoices and quotes, manage projects, and stay organized in one place. This guide covers the main areas of the product and how to navigate them.

What is autoch.at CRM?

autoch.at CRM includes:

• Client Management: Organize and track all your customer relationships
• Invoice & Quote Management: Create, send, and track invoices and quotes
• Project Tracking: Manage projects, tasks, and team collaboration
• Inventory Management: Track products and services with stock levels
• Time Tracking: Record and manage employee timesheets
• Financial Reporting: Comprehensive analytics and reporting tools
• API & Integrations: Connect with external systems via API, webhooks, and connectors

Key Features

The basics

• Your data stays private and secure—each business has its own separate space
• Control who can see and edit what with simple role settings
• Get notified when something important happens
• Find anything quickly with search that works across everything
• Use dark mode if you prefer working in the evening

Managing money

• Create professional invoices and send them as PDFs
• Send quotes that clients can accept with one click
• Track payments, including partial payments
• Handle refunds and credit notes easily
• Apply discounts (either a fixed amount or percentage)
• Automatically remind clients about payments

Understanding your business

• See which invoices are overdue and for how long
• Track how much money you're making by month, client, or product
• Keep an eye on your inventory and see what's moving
• Track time spent on projects and see what's billable

Connect with other tools

• Connect to other apps using our API
• Get notified instantly when things happen in your system
• Works with tools like WordPress, WooCommerce, and more

Getting Started

Getting started is simple:

1. Sign up or log in - Create your account or sign in if you already have one
2. Tell us about yourself - Fill in your profile so your team knows who you are
3. Invite your team - Add people to your account (if you're the admin)
4. Add your first client - Start by adding someone you work with
5. Add your products or services - List what you sell or offer
6. Send your first invoice - Create and send an invoice to get paid

Finding Your Way Around

You'll find everything you need in the sidebar on the left:

• Dashboard - See how your business is doing at a glance
• Clients - Keep track of everyone you work with
• Segments - Organize clients into groups
• Shared Inbox - Manage emails in one place
• Products & Services - What you sell or offer
• Invoices - Create and send invoices
• Recurring Invoices - Set up invoices that repeat automatically
• Quotes - Send quotes and see when clients accept them
• Expenses - Track business expenses
• Projects - Organize your work and tasks
• Inventory - Keep track of what you have in stock
• Employees - Manage your team (admins only)
• Timesheets - Track time spent on projects
• Reports - See insights about your business
• Automation - Set up automated workflows
• Scheduled Tasks - Manage automated tasks and reminders (admins only)
• Activity - See what's happening across your account
• Settings - Adjust your preferences and connect other tools
• Tenant Management - Manage your organization (admins only)

User Roles

We have three simple roles so everyone gets the right level of access:

Admin

You can do everything:

• Invite and manage team members
• Change organization settings
• Access all features and reports

Employee

Perfect for day-to-day work:

• Add and edit clients, invoices, and projects
• Track your time
• View reports
• Limited settings access

View Only

For people who just need to see what's happening:

• View clients, invoices, and reports
• Can't create or change anything

Need Help?

We're here to help! You can:

• Browse through the guides on the left
• Use the search to find what you're looking for
• Check out our FAQ for answers to common questions
• Look at our API documentation if you want to connect other tools

Ready to dive in? Start with our Getting Started guide to learn the basics.