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Knowledge base
Answers, guides and best practices — everything you need to start and work with sachbearbeitung.com.
First steps
Onboarding, demo data, creating first customers and orders.
- How do I start the 30-day trial?
- How do I run the onboarding wizard?
- How do I create my first branch?
- How do I reload demo data?
CRM & customers
Customer management, orders, quotes and communication.
- How do I create a new customer?
- How do I create a quote?
- How does the quote pipeline work?
- How do I use the email inbox in the CRM?
MIA AI assistant
Automation, document checks and complaints.
- What can MIA detect automatically?
- How do I set up the manufacturer mailbox?
- What do the action levels mean?
- How does MIA create a complaint?
Security & GDPR
Data isolation, roles and multi-tenancy.
- How is branch data separated?
- Which roles exist?
- Where is data stored?
- How does row-level security work?
Modules & extensions
Bank reconciliation, newsletter, rating emails and more.
- Which modules exist?
- How do I add modules?
- How do I set up bank reconciliation?
- How do I start a newsletter campaign?
Installation & installer portal
Order handover, acceptance protocols and installer access.
- How do I hand over an order to the installation company?
- What is the service sheet?
- How do installers use the portal?
- How is the acceptance protocol created?
Didn't find the right thing?
In the CRM there is a detailed knowledge portal where you can store your own rules and manufacturer profiles. In the trial account it is available directly under "Wissen".
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