A mandate, from the proposal to the last invoice
The fee proposal
Each phase or service becomes a line of the proposal, taken from your items and services. Open, won and lost proposals are each tracked in their own list.
Hours on the mandate
Everyone logs their hours on the line of the won proposal: at the office, on the phone or by voice.
Progress of each mandate
Hours spent, planned, remaining and to invoice, line by line and person by person, in green, orange or red.
Deposit invoices and invoices
Deposits are invoiced against the won proposal, and the final invoice deducts them by itself. Hours are invoiced from one invoice to the next, with the Swiss QR-bill.
Reminders and payments
Open invoices get reminders; the bank's camt statement matches each payment to its invoice.
Clients and contacts (CRM)
The contact book
Clients, municipalities, companies and contact persons, linked to their organisation. Paste an email signature or a business card, and AI fills in the record.
The client's history
On each record: their quotes, their invoices and what they still owe.
Engineering work, in the same tool
The file questioned rather than reread
Upload the tender file, the minutes or the contract, then ask your questions: every answer cites the document and the page it is based on.
NPK/CAN tenders
The bill of quantities is built from the NPK/CAN catalogue positions and exported to Excel or PDF, in your colours.
SIMAP monitoring
The tenders in your field and your cantons, picked up every day.
Site follow-up
The contractor's photos arrive sorted, located and described; the report is written from them.
Plans & map
DXF and DWG plans in LV95 sit on the map, and the photos place themselves on it.
The office, too
Payroll, holidays and salary certificates are produced from the team's hours; supplier invoices are read by AI. The company's tender file — certificates, references, qualifications — is kept up to date in the same place. Only the general ledger stays with your fiduciary, to whom everything can be exported.
Every stakeholder in the same project
Contractor, site supervision, environmental monitoring, client: each person receives a code and sees the project according to their role. Discussions happen in the site chat, with the photos, rather than by email.
Frequently asked questions
What mandate management software for an engineering firm?
Software that tracks each mandate from the fee proposal to the last invoice. In Geovio, hours are logged on the lines of the won proposal, progress reads in colour, and deposit invoices and QR-bills follow without re-entry.
Does Geovio handle an engineering firm's quotes and invoicing?
Yes: fee proposals, deposit invoices, hour invoices and a final invoice with the Swiss QR-bill, reminders and matched payments. Only the general ledger stays with your fiduciary.
Does Geovio have a CRM?
Yes, a built-in contact book: clients, suppliers and contact persons, with the quotes, invoices and balance on each record. AI fills in the record from an email signature.
How can a tender file be reviewed quickly?
In Geovio, the whole file is uploaded and then questioned: every answer cites the document and the page it is based on.
Is Geovio suitable for site supervision?
Yes: the site supervisor receives the contractor's photos and tickets sorted by site, discusses in the site chat and writes reports from the photos.