Wie man Overden Field nutzt
Einfach verständliche Anleitungen zu allen App‑Bereichen, geschrieben für die täglichen Nutzer.
Starten mit Erste Schritte wenn Sie einen neuen Workspace einrichten oder direkt zur gewünschten Funktion springen möchten.
Erste Schritte
Create your workspace, learn your way around, and set up your team and permissions.
Onboarding
Create your workspace, set up the basics, invite your team, and book your first job — everything you need for day one.
Leitfaden lesenAccount & login
Sign in, reset a forgotten password, accept a team invite, and manage your profile.
Leitfaden lesenWorkspaces
Understand what a workspace is, switch between them, and manage branding, modules, and plan settings.
Leitfaden lesenRollen & Berechtigungen
Control exactly what each teammate can see and do, using built-in roles or your own custom ones.
Leitfaden lesenDashboard
Your home screen: today's jobs, cash position, pipeline health, and what needs attention.
Leitfaden lesenSales & customers
Capture leads, manage customers, and send quotes.
Leads & pipeline
Capture enquiries, move them through a kanban pipeline, and convert them into paying customers.
Leitfaden lesenCustomers
Your customer list — the hub for every job, contract, quote, and invoice tied to that account.
Leitfaden lesenQuotes
Send professional quotations, get them accepted, and turn an acceptance straight into a scheduled job.
Leitfaden lesenRe-engagement
Automatically surface customers whose warranty is ending, so follow-up work doesn't fall through the cracks.
Leitfaden lesenJobs & scheduling
Dispatch work, plan routes on the map, and run recurring service contracts.
Dispatch
Create, assign, track, and close out field jobs from the dispatch board — the operational heart of the app.
Leitfaden lesenVerträge
Set up recurring service agreements with a visit schedule and payment plan, and let the visits generate themselves.
Leitfaden lesenKartenansicht
See your customers and today's jobs on a map, and assign the nearest technician to unassigned work.
Leitfaden lesenThe field team
What your technicians see on their phones, plus attendance and leave.
Techniker‑App
What your field team sees on their phone — job board, on-site steps, payment collection, and working offline.
Leitfaden lesenAnwesenheit und Urlaub
Punch in/out, track worked hours, and manage leave requests and policy.
Leitfaden lesenSales rep tasks
A sales rep's own view of the contracts, jobs, and pending leads attributed to them.
Leitfaden lesenMoney
Invoices, payments, budgets, and your Overden subscription.
Invoices
Bill customers, record payments, and handle proforma invoices, credit notes, and B2B statements.
Leitfaden lesenTransaktionen
Your workspace's cashbook — every income, expense, and transfer in one ledger.
Leitfaden lesenBudgets & daily balance
Set spending budgets by category, and check your cash position day by day.
Leitfaden lesenBilling & plans
Understand your plan, trial, seats, and what happens if a workspace's billing lapses.
Leitfaden lesenEquipment & purchasing
Tools, on-site units, stock, and buying from suppliers.
Assets & stock
Track company tools, equipment installed at customer sites, and the consumable stock your team uses on jobs.
Leitfaden lesenPurchasing
Buy from suppliers the proper way: purchase order → goods receipt → vendor bill, with an audit trail throughout.
Leitfaden lesenIndustry packs
Turn on the pack that matches your business to get the right labels, checklists, and tools out of the box.
Leitfaden lesenTeam & reporting
Manage your people, approve sensitive changes, and pull reports.
Team
Invite and manage your people, organize departments, and check field performance.
Leitfaden lesenApprovals
A second pair of eyes on sensitive actions — cancellations, deletions, and stock write-offs.
Leitfaden lesenReports & logs
Build custom reports, review daily field work, and audit who changed what.
Leitfaden lesenGlobal summary
Roll up cash position and revenue across every workspace you run, in one screen.
Leitfaden lesenSettings & more
Workspace configuration, notifications, integrations, and search.
Workspace settings
One place for every configuration screen — business profile, services, payments, documents, and more.
Leitfaden lesenNotifications
Stay on top of jobs, approvals, leave, and low stock with the in-app inbox and push alerts.
Leitfaden lesenIntegrations
Bring leads in automatically from Google Ads or your own website forms.
Leitfaden lesenReviews & media
Collect customer reviews after a visit, and keep before/after photos and documents attached to the job.
Leitfaden lesenSearch
Find a customer, job, or lead instantly without knowing which screen it lives on.
Leitfaden lesen