From lead to quote, invoice and full accounting.
Fogito connects leads, customers, quotes, contracts, agreements, work done and invoicing in one commercial workflow.
The invoice gets better when the agreement and the work connect.
Many businesses write quotes in one place, do the work in another and invoice in a third system. That creates double work and the risk that agreements, hours or documentation get left out.
From invoice to paid · in one ledger.
Follow the whole flow in the demo: build the invoice with line items and VAT, send it, and watch it get paid with MobilePay while the books update themselves.
Sales and operations share the same customer data.
Leads
Track prospects, contacts, status and sales follow-up.
Customers
Use the same customer data on quotes, contracts, jobs and invoices.
Contacts
Keep the right people, email, phone and history in one place.
Pipeline and follow-up
Bring structure to the sales work before the customer becomes a job.
The agreement travels all the way through.
Create, send and follow up on quotes
Build quotes with customer, line items, prices, notes and terms. Track status, and carry the details on into jobs, projects and invoicing once the work is accepted.
Contracts and digital signing
Bring together agreements, terms, start dates, end dates and ownership. Contracts are sent for digital signature via a secure link with automatic reminders and expiry dates, and the agreement can be followed with full history.
Full accounting, connected to operations.
The accounting module covers the whole ledger: bank, bookkeeping, sales, expenses, reports and e-documents. And because it lives in Fogito, it connects to the jobs, the hours and the customers.
From work done to invoice
Use jobs, registered time, quotes, agreements and documentation as the basis for an invoice.
Full accounting, not just invoicing
Bookkeeping, bank, sales, expenses and reports in one module, fully integrated with the rest of Fogito.
Receipts straight from the app
Upload receipts from your phone out on the job, and receive e-documents directly in the accounts.
Your accounts, your choice
Run full accounting in Fogito, or sync with e-conomic and other accounting systems.
Money in, agreements in place.
Payment with MobilePay and cards
Customers can pay invoices online with MobilePay and payment cards, so the money comes in faster.
E-invoices via NemHandel
Send and receive e-documents via NemHandel, so you can invoice public-sector customers directly from the accounts too.
Recurring invoices
Fixed service agreements are invoiced automatically at the cadence you set, with no manual repeat each month.
Digital signing of contracts
Send the contract for signature via a secure link. Both parties sign digitally, and reminders and expiry are handled automatically.
The commercial workflow in practice.
Quote for a trade job
A customer receives a quote. When the work is accepted, the details carry on into the job, time, documentation and invoice.
Service agreement with contract
A service agreement is brought together in a contract and recurring jobs, so work and invoicing connect more cleanly.
Project-based invoicing
Hours and documentation gather on the project, making the invoicing basis clearer.
Built for businesses with customers, employees and responsibility.
Fogito is built for businesses that handle jobs, customer data, employees, time, documentation and invoicing in one platform.
A DPA and an overview of relevant sub-processors can be provided as part of the procurement process.
Read about technology and securityQuestions about finance and accounting.
Can Fogito be used for quotes?
Yes. Fogito can be used to create and follow up on quotes.
Can quotes turn into jobs?
Yes. An accepted quote can carry through to jobs and invoicing, so the customer, agreement, work done and invoice stay connected.
Can Fogito be used for contracts?
Yes. Fogito can be used for contracts and agreements wherever it fits the workflow.
Does Fogito support digital signing?
Yes. Contracts can be sent for digital signature via a secure link, where both sender and recipient sign, with automatic reminders and expiry dates.
Can our customers pay invoices online?
Yes. Invoices can be paid with MobilePay and payment cards, and the payment is registered automatically in the accounts.
Can we send e-invoices to the public sector?
Yes. E-documents are sent and received via NemHandel, so public-sector customers can be invoiced directly from Fogito.
Can invoicing be linked to jobs and time?
Yes. Work done, registered time and agreements can be used as the basis for invoicing.
Can we use Fogito with our current bookkeeping?
Yes. You can run full accounting in Fogito, with bank, bookkeeping and receipts, or keep your current system and sync with e-conomic and other accounting systems.
Book a sales and invoicing demo.
See how Fogito can connect leads, quotes, contracts, jobs, time and invoicing in your workflow.