Business & Operations

das programm

by synatos GmbH

Overview

das-programm – Dein KI-Assistent für den Handwerksbetrieb das-programm verbindet deinen Handwerksbetrieb direkt mit ChatGPT. Stelle Fragen, erhalte Antworten und löse Aktionen aus — in natürlicher Sprache, ohne durch Menüs zu klicken. Was du damit machen kannst: Sprich einfach mit deinen Betriebsdaten. Frag „Welche Rechnungen sind noch offen?" und erhalte sofort eine Übersicht deiner offenen Forderungen. Sieh auf einen Blick, welche Arbeitsberichte und Aufträge noch keine Rechnung haben — damit nichts vergessen wird. Rufe eine monatliche Umsatzübersicht für jedes beliebige Jahr ab: Angebote, Aufträge, Zahlungen und Rechnungen auf einen Blick. Behalte deine Projekte im Griff. Suche und filtere deine Projekte nach Kunde, Status, Ort oder Projektleiter. Sieh genau, wo jeder Auftrag steht — von der ersten Anfrage über das Angebot und die Auftragsabwicklung bis zum Abschluss. Verwalte deine Finanzen ohne großen Aufwand. Ruf deine vollständige Debitoren- und Kreditorenliste ab, verfolge ein- und ausgehende Zahlungen und sieh, welche offenen Angebote noch auf eine Unterschrift warten. Wenn ein Kunde im Verzug ist, erstelle und versende eine Mahnung (Stufen 1–4) direkt aus dem Chat. Nicht nur fragen — auch handeln. Erstelle Rechnungen aus Aufträgen oder Arbeitsberichten und verschicke sie per E-Mail an den Kunden — alles mit einer einzigen Nachricht. Kein Wechseln zwischen Apps, kein Copy-Paste. Plane deinen Terminkalender. Frage Termine, Arbeitsberichte, Aufgaben und Aufträge für beliebige Zeiträume ab und behalte den Überblick über dein Team. das-programm wurde speziell für Handwerksbetriebe im DACH-Raum entwickelt — Elektriker, Installateure, Bauunternehmen und alle anderen Gewerke — die ihren Betrieb smarter führen wollen, nicht stressiger.

Tools

analytics__get_creditor_summary

ChatGPT

This tool returns a list with debts from suppliers or creditors. All amounts are in cents.

analytics__get_debtor_summary

ChatGPT

This tool returns a list with receivables from customers or debtors. All amounts are in cents.

analytics__get_year_summary_by_month

ChatGPT

Get quotation, sales order, payment, and invoice volume for a year, grouped by month. All amounts are in cents.

analytics__list_quotations_without_sales_orders

ChatGPT

List non-deleted quotations in the current company that have no linked sales order, excluding quotations with status lost, template, or ordered. All amounts are in cents.

analytics__list_work_reports_and_sales_orders_without_invoices

ChatGPT

List work reports and sales orders in the current company for which no invoice has been created yet. All amounts are in cents.

appointment_archive_appointment

ChatGPT

Archive an appointment. The appointment is soft-deleted (hidden from normal views) rather than permanently removed. All amounts are in cents.

appointment_create_or_update_appointment

ChatGPT

Create or update an appointment. All amounts are in cents.

appointment_get_appointment_by_id

ChatGPT

Get an appointment, including its customer, address, contact person and project. All amounts are in cents.

company_get_info

ChatGPT

Get information about the logged-in company, such as currency, legal country code, and timezone. All amounts are in cents.

customer__query_customer

ChatGPT

This query allows to find customers. currentPage starts at 0

customer_create_or_update_customer

ChatGPT

Create or update a customer. All amounts are in cents.

customer_create_or_update_customer_address

ChatGPT

Create or update a customer address. All amounts are in cents.

dunning__create_dunning_letter_update_level_and_send

ChatGPT

Create a dunning letter for an invoice, update the invoice's dunning level, and email the letter to the customer. Pass dunningLevel as a string; allowed values are 1, 2, 3, and 4. The letter is created and the dunning level updated even if the customer has no email address on file; in that case no email is sent. All amounts are in cents.

dunning_letter__query_dunning_letter

ChatGPT

This query allows to find dunning letters. currentPage starts at 0

invoice__copy_invoice

ChatGPT

Create a new draft copy of an existing invoice, including its groups and items. The source invoice is left unchanged. Returns the new invoice. Each call creates another draft. All amounts are in cents.

invoice__create_finalize_and_send_invoice_from_sales_order

ChatGPT

Create and finalize an invoice from a sales order, and email the invoice PDF to the customer. Finalization happens even if the customer has no email address on file; in that case the invoice is still created and finalized, but no email is sent. Each call creates another invoice. All amounts are in cents.

invoice__create_finalize_and_send_invoice_from_work_report

ChatGPT

Create and finalize an invoice from a work report, mark the work report as invoiced, and email the invoice and work-report PDFs to the customer. Finalization and the invoiced marking happen even if the customer has no email address on file; in that case the invoice is still created and finalized, but no email is sent. Each call creates another invoice. All amounts are in cents.

invoice__get_incoming_invoice_by_id

ChatGPT

Get an incoming invoice, including its items, payments, and the supplier. All amounts are in cents.

invoice__get_invoice_by_id

ChatGPT

Get an invoice, including its groups, items, payments, and the customer. All amounts are in cents.

invoice__query_incoming_invoices

ChatGPT

This query allows to find incoming invoices. currentPage starts at 0

invoice__query_invoices

ChatGPT

This query allows to find invoices. currentPage starts at 0

measurement__create_or_update_measurement_item

ChatGPT

Create or update a measurement item (Aufmaß) attached to a quotation item, sales order item, or invoice item. To create: leave the id field null; a new item is generated. To update: provide the id and all other fields with their current or updated values. Attach the measurement to exactly one parent by sending that parent's id pair: quotationId + quotationItemId, OR salesOrderId + salesOrderItemId, OR invoiceId + invoiceItemId. The parent item's quantity is recalculated as the sum of its measurement totals. All amounts are in cents.

measurement__delete_measurement_item

ChatGPT

Permanently delete an existing measurement item. The parent item's quantity is recalculated afterwards. All amounts are in cents.

payment__query_payments

ChatGPT

This query allows to find payments. currentPage starts at 0

product_create_or_update_product

ChatGPT

Create or update a product of type material or service. All amounts are in cents.

product_get_unit_list

ChatGPT

List the available product units. All amounts are in cents.

product_material_search

ChatGPT

This query allows to find material that the craftsmen offers. currentPage starts at 0

product_service_search

ChatGPT

This query allows to find services that the craftsmen offers. currentPage starts at 0

project__query_project_status

ChatGPT

This query allows to find project status. currentPage starts at 0

project__query_projects

ChatGPT

This query allows to find projects. currentPage starts at 0

project_comment_create_comment

ChatGPT

Add a comment to a project, to keep a history/log of the project. Notifies the project's team. All amounts are in cents.

project_comment_get_comment_list_by_project_id

ChatGPT

Get the full comment history for a project, including who wrote each comment and when. All amounts are in cents.

project_task_archive_project_task

ChatGPT

Archive a project task. The project task is soft-deleted (hidden from normal views) rather than permanently removed. All amounts are in cents.

project_task_create_or_update_project_task

ChatGPT

Create or update a project task. All amounts are in cents.

project_task_get_project_task_by_id

ChatGPT

Get a project task, including its customer, address, contact person and user assignments. All amounts are in cents.

quotation__query_quotation

ChatGPT

This query allows to find quotations. currentPage starts at 0

quotation_create_or_update_quotation_group

ChatGPT

Create or update a quotation group. To create: leave the id field null; a new group is generated. To update: provide the id and all other fields. Fields that are not changed should be sent with their current value. Fields that allow null can be explicitly set to null to clear them. All amounts are in cents.

quotation_create_or_update_quotation_item

ChatGPT

Create or update a quotation item within a quotation group. To create: leave the id field null; a new item is generated. To update: provide the id and all other fields with their current or updated values. Price is in cents (integer, e.g. 1500 = 15,00 €). Quantity is a decimal; do not multiply by 100 (e.g. 230.0 for 230 m²). All amounts are in cents.

quotation_create_quotation

ChatGPT

Create a new quotation for a customer, optionally including its groups and items in the same call. Returns the created quotation. All amounts are in cents.

quotation_delete_quotation_group

ChatGPT

Permanently delete an existing quotation group, including all its items. Returns the recalculated quotation. All amounts are in cents.

quotation_delete_quotation_item

ChatGPT

Permanently delete an existing quotation item. Returns the recalculated quotation. All amounts are in cents.

quotation_get_quotation_by_id

ChatGPT

Get a quotation, including all its groups, items, customer, and address. All amounts are in cents.

quotation_send_quotation_to_customer

ChatGPT

Email an existing quotation as a generated PDF to the customer. Leaves the quotation status unchanged. For EFB quotations, generating the PDF recalculates and saves the quotation's BOM data and item prices. Each call sends another email. All amounts are in cents.

quotation_update_quotation

ChatGPT

Update an existing quotation's header fields. Fields that are not included in the request keep their current value. All amounts are in cents.

quotation_update_quotation_group_position

ChatGPT

Reorder groups within a quotation. Provide a complete list of all group ids with their new position (0-based, sequential, no gaps). All amounts are in cents.

quotation_update_quotation_item_position

ChatGPT

Reorder items within a quotation group. Provide a complete list of all item ids within the group with their new position (0-based, sequential, no gaps). All amounts are in cents.

sales_order__create_sales_order_from_quotation

ChatGPT

Create a sales order (Auftrag) from an existing quotation: copies the quotation's groups and items, and sets the quotation's status to 'sales order created'. Returns the new sales order. All amounts are in cents.

sales_order__get_cost_comparison

ChatGPT

Get controlling data for a sales order: pre-calculation (Vorkalkulation) and post-calculation (Nachkalkulation). The progress parameter defines how much of the work has been accomplished (1.0 = 100%, 0.5 = 50%). If unknown, pass 1.0. All amounts are in cents.

sales_order__get_sales_order_by_id

ChatGPT

Get a sales order, including all its items, customer, and address. All amounts are in cents.

sales_order__query_sales_order

ChatGPT

This query allows to find sales orders. currentPage starts at 0

schedule__change_activity_time

ChatGPT

Change an activity's start and end time. Pass its businessObject and objectId along with the new start and end time. For a recurring appointment, this creates an exception for the selected occurrence only; the rest of the series is unaffected. If the user does not explicitly change the duration, keep it the same by adjusting the new end time accordingly. All amounts are in cents.

schedule__find_activity_in_time_range

ChatGPT

List appointments, project tasks, sales orders, and work reports scheduled within a time range. Work reports typically represent short-notice repairs; sales orders represent longer-running contracts that can be scheduled. By default, returns only the current user's activities; set forEntireTeam=true to include the entire team. All amounts are in cents.

schedule__find_daily_availability

ChatGPT

List each employee's normal working capacity (target minutes) per date within a time range, across the entire company, based on their work-time schedule. This does not account for absences; combine with schedule__find_unavailable_user_list to exclude days a user is unavailable. Days with zero target minutes (e.g. non-working weekdays) are omitted. All amounts are in cents.

schedule__find_unavailable_user_list

ChatGPT

List which users are unavailable on which dates within a time range, across the entire company, due to an approved absence (holiday, parental leave, educational leave, or sick leave). Does not reveal the reason for the absence, only that the user is unavailable that day. All amounts are in cents.

security__query_user

ChatGPT

This query allows to find users. currentPage starts at 0

security_assign_user_to_business_object

ChatGPT

Assign a user to a business object, granting that user access to it. businessObject is the object's table name, e.g. the meta_businessObject value already returned on any object (one of: acceptance_protocol, appointment_appointment, construction_diary, customform_content, salesorder_delivery_slip, measurement_measurement, project_project, project_task, salesorder_salesorder, workreport_workreport). objectId is the id of that object; userId is the id of the user to assign. All amounts are in cents.

security_revoke_user_object_assignment

ChatGPT

Revoke a user's assignment to a business object. Pass the id of the assignment itself (the userObjectAccess entry's id, e.g. as found in an object's userObjectAccessList), not the id of the business object. All amounts are in cents.

supplier__query_supplier

ChatGPT

This query allows to find suppliers. currentPage starts at 0

text_module__create_or_update_text_module

ChatGPT

Create or update a text module (a reusable text block / Textbaustein). To create: leave the id field null; a new text module is generated. To update: provide the id and all other fields with their current or updated values. All amounts are in cents.

text_module__query_text_module

ChatGPT

This query allows to find text modules (reusable text blocks / Textbausteine) and their content. currentPage starts at 0

work_report__create_or_update_work_report_item

ChatGPT

Create or update a work report item. To create: leave the id field null; a new item is generated. To update: provide the id and all other fields with their current or updated values. Price is in cents (integer, e.g. 1500 = 15,00 €). Quantity is a decimal; do not multiply by 100 (e.g. 230.0 for 230 m²). Returns the recalculated work report. All amounts are in cents.

work_report__create_work_report

ChatGPT

Create a new work report for a customer, including its items. Returns the created work report. All amounts are in cents.

work_report__delete_work_report_item

ChatGPT

Permanently delete an existing work report item. Returns the recalculated work report. All amounts are in cents.

work_report__get_work_report_by_id

ChatGPT

Get a work report, including all its items, customer, and address. All amounts are in cents.

work_report__query_work_report

ChatGPT

This query allows to find workreports. currentPage starts at 0

work_report__update_work_report

ChatGPT

Update an existing work report's header fields. Fields that are not changed should be sent with their current value. All amounts are in cents.

work_report__update_work_report_item_position

ChatGPT

Reorder items within a work report. Provide a complete list of all item ids with their new position (0-based, sequential, no gaps). All amounts are in cents.

analytics__get_creditor_summary

Claude

analytics__get_debtor_summary

Claude

analytics__get_missing_invoices

Claude

analytics__get_missing_sales_order

Claude

analytics__get_year_summary_by_month

Claude

company_get_info

Claude

customer__query_customer

Claude

customer_create_or_update_customer

Claude

customer_create_or_update_customer_address

Claude

dunning__create_dunning_letter_and_send

Claude

dunning_letter__query_dunning_letter

Claude

invoice__create_invoice_from_sales_order

Claude

invoice__create_invoice_from_work_report

Claude

invoice__get_invoice_by_id

Claude

invoice__query_incomin_invoices

Claude

invoice__query_invoices

Claude

payment__query_payments

Claude

product_create_or_update_product

Claude

product_get_unit_list

Claude

product_material_search

Claude

product_service_search

Claude

project__query_project_status

Claude

project__query_projects

Claude

quotation__query_quotation

Claude

quotation_create_or_update_quotation_item

Claude

quotation_create_quotation

Claude

quotation_delete_quotation_group

Claude

quotation_delete_quotation_item

Claude

quotation_get_quoatation_by_id

Claude

quotation_update_quotation

Claude

quotation_update_quotation_group

Claude

quotation_update_quotation_group_position

Claude

quotation_update_quotation_item_position

Claude

sales_order__get_controlling

Claude

sales_order__get_sales_order_by_id

Claude

sales_order__query_sales_order

Claude

schedule__change_activity_time

Claude

schedule__find_activity_in_time_range

Claude

supplier__query_supplier

Claude

work_report__get_work_report_by_id

Claude

work_report__query_work_report

Claude

Capabilities

Writes

Example Prompts

Click any prompt to copy it.

Links

Documentation ↗Privacy Policy ↗

App Stats

108

Tools

Prompts

ChatGPT, Claude

Platforms