Alles, was du über Voltzzflow wissen musst

Praktische Anleitungen für jedes Modul: von den ersten Schritten und der Kundenverwaltung bis zu Rechnungsstellung, digitalen Signaturen und Sicherheit.

Introduction

What is Voltzzflow

An overview of the platform and its modules.

First steps

From creating your account to your first client and first invoice.

Clients and portal

Managing clients

How to add and organize your organization's clients.

The client portal

What the client sees and how you give them access.

Delivery

Projects and tasks

Plan work with custom statuses and deadlines.

Issues with evidence

Clients report problems with photos and video.

Appointments and calendar

Organize meetings with clients and the team.

Documents and signatures

Documents and contracts

Upload, read in-app, and share files.

Digital signature (PAdES)

Cryptographic signing with a certificate, Alfasign-style.

Billing

Invoicing with Oblio

Issue invoices individually, scheduled, or recurring.

Plans and limits

Free, Pro and Enterprise: people, storage and features.

Subscriptions and payments

Upgrading to Pro, the monthly billing cycle, and card payment through Netopia.

Platform

Roles and permissions

How RBAC and organization isolation work.

Security and GDPR

Encryption, signed URLs, audit log and compliance.

AI Agent and MCP

A read-only assistant with MCP tools and strict permissions.

Languages (EN / RO / DE)

Switch the interface language in one click.

Data export

Download your clients, projects and invoices as CSV, anytime.