Central service and material catalog for consistent quotations
The Asset Manager is the foundation for fast, accurate quotations and invoices. As the single catalog for materials, services, equipment, and subcontractors, it keeps pricing and wording consistent.
Many businesses build quotations by copying old documents or typing lines by hand. That leads to inconsistent prices, missing descriptions, and avoidable typos. The cashwerk Asset Manager fixes this by acting as the single source for recurring services and materials. Once created, entries are available in quotations and invoices with one click.
The catalog supports four asset types: materials with SKU, price, and image; services with name and pricing; machinery and equipment; and subcontractors for external vendors. Materials can link to CRM companies as suppliers so reorder contacts are one click away. Asset groups and custom units keep large catalogs structured.
For trades managing hundreds of materials and services, CSV import is a major productivity win. Existing spreadsheets import with AI-assisted column mapping. Batch operations let you edit or delete many entries at once—ideal for price updates or assortment changes.
The payoff shows in quotations and invoices: instead of manual lines, you insert Asset Manager entries, adjust quantity and price if needed, and deliver a professional document in minutes. Standardization ensures every salesperson uses the same prices and descriptions—critical when several people sell.
