From ark.stock
A project billing request can reach ark.plan, which creates and manages the invoice.
Manage the customer relationship, from first contact to invoice.
ark.plan connects booking, CRM, projects, tasks, time tracking, quotes and invoices for independent professionals, firms and service SMEs.
Benefits
One source of information, used all the way through
The contact, project, hours and documents stay connected. Your team retrieves the context instead of rebuilding it.
Retrieve the full customer context
Appointments, contacts, projects, documents and activity stay together before every interaction.
Know what can be invoiced
Hours stay connected to the right project and can feed commercial documents.
Move information, not files
Calendar, CRM, tasks, time and invoicing use the same shared reference.
Workflow
A concrete journey, from appointment to invoice
One example in four steps, illustrated only with real product views.
Book
The customer chooses a service and time slot in the two-step public flow.
Visible service and time slot. Follow the relationship
The appointment joins the customer relationship, where the Activity tab gathers events linked to the contact.
Visible contact events. Record time
Time is tracked by project before being marked as billable.
Project, duration and billable status. Prepare the document
The quote keeps the commercial context. An invoice or deposit request can then include a Swiss QR bill.
Visible line items and totals.
THE PRODUCT IN ACTION
Explore the screens before contacting us.
Desktop on large screens, mobile views on phones: every image comes from the real demo application.
MODULES
The full customer journey, module by module.
Each module answers one precise task. Open its page to see verified screens, functions and limits.
Customer relationship
From the first booking to the history shared with the customer.
Calendar
Your clients book online, your calendar fills itself.
- Configurable appointment types (duration from 5 to 480 minutes)
- Available slots computed in real time
CRM
From first contact to loyalty, every interaction is tracked.
- Tasks and events linked to the contact
- Status and date visible in the timeline
Client portal
Your clients manage their appointments independently.
- Email-based login (no password to remember)
- Editable personal profile (name, phone, address)
Work and projects
Plan, assign, document and measure the work actually delivered.
Tasks
Deadlines, per-channel deliverables, XLS import — every deadline in one place.
- Multiple deliverables per task (1 per channel)
- Reusable technical specs (format, dimensions, color, resolution)
Time tracking
Timer, weekly grid, invoicing export — without double entry.
- Projects with CHF/h rate and budget (hours or CHF)
- Manual entry with start & end date/time
Documents
Your client files and Google Drive links, organized and indexed for AI search.
- Supported formats: PDF, JPEG, PNG, TIFF, Word, Excel, CSV
- 50 MB limit per file
Commercial management
Turn customer context and hours into useful documents and indicators.
Invoicing
Quotes, invoices, deposits, credit notes — with Swiss VAT, one-click conversion and prefill from tracked hours.
- 4 types: quote, invoice, deposit, credit_note
- 8 statuses: draft, confirmed, sent, partially_paid, paid, overdue, rejected, cancelled
Referral network
Commission plans, SPIFFs, volume-based rates — from quote to payout, automatically.
- Base rate: %, fixed amount or hybrid
- Volume tiers with bonus %
Statistics
KPIs, heatmaps, funnels, AI insights — a clear read of your business.
- Core KPIs: appointments, prospects, conversion, revenue, hours
- Appointments heatmap day × hour
Team and automation
Set access boundaries, connect your tools and keep human approval.
Team
Manage your team, assign roles, every practitioner gets their own booking page.
- Full CRUD: create, edit, deactivate accounts
- Profile photo upload (avatar)
Integrations
Connect Google, Odoo, GitHub and your emails in a few clicks.
- OAuth connection with server-side token handling
- Bidirectional appointment sync with Google Calendar
Artificial intelligence
AI writes, classifies and summarizes. You review, you approve in one click.
- Draft summary based on prospect information
- Follow-up email draft with subject and body to review
CUSTOM DEVELOPMENT
Your workflow should not have to bend to the software.
ark.plan already provides the customer, project, time and invoicing foundation. We can add the fields, imports, automations and screens specific to your business.
- 01
Scoping
We map the current workflow, affected users and expected result.
- 02
Proposal
Scope, mockups, timeline and estimated effort are detailed before approval.
- 03
Development
You test the adaptations throughout the iterations in your ark.plan environment.
- 04
Go-live
Delivery includes deployment, useful training and the agreed follow-up.
ARK.SUITE · OPTIONAL
ark.plan works on its own. It connects when your workflow requires it.
To ark.flow Compta
An ark.plan invoice can be transferred as an enriched document. It never creates an entry automatically.
Every tool stays autonomous
You do not need the other applications to use ark.plan. Connections are enabled only when they support your workflow.
Configured on request
A scope defined with you
We review your workflows, data to migrate and useful modules before preparing a suitable quote.
Request a quote- Who is ark.plan for?
- Independent professionals and service SMEs that want to connect appointments, contacts, time and commercial management.
- How does setup work?
- We review your workflows, data to migrate and useful modules before preparing your instance.
- Can I keep Google Calendar?
- Yes. Bidirectional synchronization is configured with you for the relevant calendars.
- Does AI decide for me?
- No. It can prepare summaries or drafts; you retain approval and sending.