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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

MILKBOOK® simplifies the management of addresses, offers, projects, and invoicing for self-employed individuals and small to medium enterprises. With just a single click, users can handle value-added tax, and the service includes data backups for added security. Being entirely cloud-based, MILKBOOK® requires no installations or user manuals for setup, making it accessible for both individuals and teams. For a monthly fee of CHF 29.00, users gain access to this professional software, with the added perk of a 30-day free trial to explore all the features without any commitment. Regardless of the number of registered users, all functionalities of MILKBOOK® remain at your disposal, including the cockpit, contact management, offer creation, order confirmations, project oversight, invoicing, reminders, master data handling, export capabilities, and VAT management. MILKBOOK® comes highly recommended by the Business Application Marketplace of Swisscom AG. Discover how MILKBOOK® can streamline your business operations and enhance productivity today.

Description

With the invoicing module, your invoices are created automatically as your production advances. This feature helps prevent delays in payments by sending alerts to monitor any outstanding invoices. Utilizing OOTI's financial analytics, you can oversee your budgets, expenditures, and profitability in real-time. Additionally, automated financial projections from your projects empower you to anticipate trends and make well-informed choices. The project and resource management system offers a comprehensive overview of your company's planning schedules and project timelines, along with a thorough analysis of the time allocated to each project. Designed specifically for your industry, this all-encompassing solution allows you to smoothly navigate essential modules such as opportunities, projects, resources, invoicing, and finances. You’ll gain insights from detailed financial analyses and forecasts, guiding you to make informed decisions for your business’s future. By automating your invoicing processes, you ensure compliance and efficiency, generating invoices in accordance with project milestones and progress. This streamlined approach not only saves time but also enhances overall operational effectiveness.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$20.68 per month
Free Trial Yes 
Free Version No 

Pricing Details

$14 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

MilkBook

Country

Switzerland

Website

milkbook.ch/sites/en/index.html

Vendor Details

Company Name

OOTI

Founded

2018

Country

France

Website

www.ooti.co

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Product Features

Architecture

2D Drawing No 
3D Modeling No 
BIM Modeling No 
Bills of material No 
Building Information Modeling No 
Client Management No 
Contact Management Yes 
Contract Management Yes 
Document Management No 
Drafting No 
Manufacturing Design Data No 
Presentation Tools No 
Project Management Yes 
Proposal Management No 
Quotes/Proposals Yes 
Visualization / Presentation No 

Billing and Invoicing

Billing Portal No 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History No 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments No 
Payment Processing No 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

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