From appointment to invoice, without switching tools.
Two-step booking, CRM, time tracking and connected billing for independent professionals and service SMEs.
Request a quote
Benefits
One continuous customer journey
Useful information stays connected.
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One customer journey
Keep appointments, contacts and commercial history in one customer journey.
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From time to document
Connect worked time to projects, then prepare the matching quotes and invoices.
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Less data re-entry
Avoid re-entering data across calendar, CRM, time tracking and commercial management.
Workflow
From appointment to invoice
Four real views.
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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.
Verifiable facts
Four concrete proofs
Four facts from the product and its hosting.
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The public flow lets the customer choose a service and time slot before entering contact details.
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Google Calendar synchronization is bidirectional when configured.
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Invoices and deposit requests can include the Swiss QR bill generated by ark.plan.
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Hosted in Switzerland by Infomaniak.
Concrete situations
ark.plan day to day
These scenes illustrate four uses; the screenshots above provide exact interface evidence.
Book from a phone
The customer chooses their service and time slot from their phone.
Retrieve the customer context
The contact history remains accessible before every appointment.
Connect time to projects
Hours remain linked to projects and their billable status.
Prepare the invoice
Line items and totals are prepared in the same commercial workflow.
ark.suite
Five specialized tools, connected when you choose.
- On requestYou are hereIndependent professionals and Swiss service SMEs
ark.plan
Bookings, CRM and time tracking connected to quotes and invoices for independent professionals and SMEsAvailable on request; scope is configured with your organizationEXAMPLEDiscover - On requestTechnicians, AV providers, productions and event teams
ark.stock
Inventory, loans and rentals for professional equipment. Project billing through ark.planProject billing is handed over to ark.plan; ark.stock does not issue the invoiceEXAMPLEDiscover - On requestSwiss independent professionals and SMEs, working alone or with a fiduciary
ark.flow Compta
Bank imports, controlled AI categorization and Crésus `.ck1` exchange with attachmentsAn invoice received from another app becomes a document; it does not automatically create an entryEXAMPLEDiscover - On requestFiduciary firms managing multiple clients
ark.flow Fiduciaire
Dr.Tax import, DI/DT comparison and a secure portal for fiduciary firmsTax workflow for fiduciaries; this product does not replace the client’s accountingDiscover - Coming soonIndividuals and professionals interested in a future budgeting tool
ark.flow Budget
Personal and business budget management in preparationProduct not available; final capabilities will be confirmed before launchDiscover
- Billing request: from ark.stock to ark.plan.
- Invoice as document: from ark.plan to ark.flow Compta.
- Tax cases: between ark.flow Compta and ark.flow Fiduciaire, in both directions.
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.