Services, centrally managed.
Your catalog for products and services.
Trusted by leading companies
Powerful functions
Everything you need to work more efficiently.
Catalog
Maintain materials with SKU, unit, price, and images alongside services, machinery, and subcontractors in one structured catalog for sales and operations.
Prices
Store standard prices and reusable descriptions so quotations and invoices pull consistent numbers instead of retyping amounts from old spreadsheets.
Overview
Browse the full assortment in a single admin view, group entries with asset groups and custom units, and keep large catalogs organized as assortments grow.
Building Blocks
Insert catalog lines into quotations and invoices with one click so descriptions, units, and tax treatment flow straight into customer-ready documents.
Structure
Use groups and custom measurement units to sort materials and services, which makes imports, batch edits, and seasonal price updates far easier to manage.
Usage
Link materials to CRM companies as suppliers for faster reordering, and reuse the same catalog lines across deals, projects, and billing workflows without duplication.
Central service and material catalog for consistent quotations
The Asset Manager is the foundation for fast, accurate quotations and invoices. As the single catalog for materials, services, equipment, and subcontractors, it keeps pricing and wording consistent.
Many businesses build quotations by copying old documents or typing lines by hand. That leads to inconsistent prices, missing descriptions, and avoidable typos. The cashwerk Asset Manager fixes this by acting as the single source for recurring services and materials. Once created, entries are available in quotations and invoices with one click.
The catalog supports four asset types: materials with SKU, price, and image; services with name and pricing; machinery and equipment; and subcontractors for external vendors. Materials can link to CRM companies as suppliers so reorder contacts are one click away. Asset groups and custom units keep large catalogs structured.
For trades managing hundreds of materials and services, CSV import is a major productivity win. Existing spreadsheets import with AI-assisted column mapping. Batch operations let you edit or delete many entries at once—ideal for price updates or assortment changes.
The payoff shows in quotations and invoices: instead of manual lines, you insert Asset Manager entries, adjust quantity and price if needed, and deliver a professional document in minutes. Standardization ensures every salesperson uses the same prices and descriptions—critical when several people sell.
The Asset Manager workflow
From catalog to professional quotation—structured and fast.
Build the catalog
Create materials, services, and equipment with standard prices, units, and descriptions—or import via CSV.
Link suppliers
Connect materials to CRM companies as suppliers for faster reordering.
Insert into quotations
Add catalog lines to quotations with one click. Prices and descriptions transfer automatically.
Use in invoices
The same catalog lines are available when invoicing—for consistent pricing across documents.
Maintain at scale
Use batch operations when prices or assortments change; keep supplier links and SKUs up to date.
This is what it looks like
Insights into the intuitive user interface.
Service Catalog
Details
Works great with
Seamlessly integrated modules for your complete workflow.
Common questions
What is the purpose of the module?
The Asset Manager is your single catalog for materials, services, equipment, and subcontractors, so every quote and invoice reuses the same wording and pricing. It replaces ad-hoc copy-paste from old PDFs and reduces costly mistakes when several people sell. Teams that manage large assortments especially gain speed and consistency.
Prices?
You define standard prices, units, and descriptions per catalog entry, then adjust line totals when a deal needs a discount or a special condition. Materials can include images and supplier links, while services capture repeatable scope language. Updates propagate the next time someone inserts the item, which keeps margin control tighter across the business.
Import possible?
Yes. CSV import supports large catalogs with AI-assisted column matching, and batch delete helps when you retire old SKUs or refresh an assortment. You can link suppliers through CRM companies after import to keep purchasing contacts accurate. Together with groups and units, imports stay manageable even for hundreds of lines.
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