Bulk entry
Bulk Entry supports the structured entry of larger quantities – helpful when onboarding properties, tasks or master data.
Delay forecast
Planned vs. actual timeDelays
None 14
Delayed 3
Properties (71)
Assigned 32
Open 39
Tasks today
Done 18
Open 7
Team status
Online 6
Offline 2
Due today
- TB Tom Berger 1 Tasks
- EB Erik Braun 2 Tasks
- NF Nora Frei 1 Tasks
Onboarding
Many datasets – one single step
Ideal when setting up new portfolios: structured recording of properties, tasks, or master data.
Delay forecast
Planned vs. actual timeDelays
None 14
Delayed 3
Properties (71)
Assigned 32
Open 39
Tasks today
Done 18
Open 7
Team status
Online 6
Offline 2
Due today
- TB Tom Berger 1 Tasks
- EB Erik Braun 2 Tasks
- NF Nora Frei 1 Tasks
Functions
Everything for bulk entry
The most important features – compact with example data, without live customer data.
01
Bulk entry
Multiple entries in one single step.
Bulk entry
01Multiple entries in one single step.
Fewer clicks
02Ideal when setting up new portfolios.
02
Fewer clicks
Ideal when setting up new portfolios.
Process
Three steps to mass entry
Open Bulk Entry
In the system area, you start mass entry – for onboarding many properties instead of typing individually.
- System area
- Many entries
- Setup mode
Record data
Enter rows structured: address, type, client, tasks. Ideal when importing new portfolios.
- Record in table
- Fewer clicks
- Use template
Check
Check the result in Locations, Tasks, or Workers. Individual changes remain in the normal forms.
- Check in Locations
- Tasks / Workers
- Forms for individual cases
Open Bulk Entry
01In the system area, you start mass entry – for onboarding many properties instead of typing individually.
Record data
02Enter rows structured: address, type, client, tasks. Ideal when importing new portfolios.
Check
03Check the result in Locations, Tasks, or Workers. Individual changes remain in the normal forms.
Completion Photo Report
Proof vor Location · Example
Your day-to-day
Quick start with many properties
Afterwards you review in Locations, Tasks or Workers – individual changes stay in the regular forms.
How many rows do you enter at once?
74
Minutes compared with single forms
Example: about 74 fewer minutes of clicking during onboarding.
Frequently asked questions
Beim Import oder Setup vieler Properties und Tasks.
No – normal forms remain for individual changes.
Large amounts of master data structured in one operation.
In Locations, Tasks, or Workers.
For onboarding and system setup.
When is Bulk Entry worthwhile?
Beim Import oder Setup vieler Properties und Tasks.
Thues it replace the normal dialogue?
No – normal forms remain for individual changes.
What can I record?
Large amounts of master data structured in one operation.
Where do I check afterwards?
In Locations, Tasks, or Workers.
Who is Bulk Entry for?
For onboarding and system setup.
See mass entry in action?
Calculate your price or book a demo – with sample data from the platform.