Chat or speak with Lumio – the assistant knows your business context and can carry out concrete steps for you.
Creates or updates jobs, appointments, customers and invoices for you – exactly when you want.
Processes information from emails and attachments and assigns it clearly to projects/customers – so nothing gets lost.
Writes minutes and creates summaries from conversations or notes – for clear handovers in the team.
Lumio is your new digital team member: less rework, more focus on your craft.
Real example: Driving to a customer and need a quick summary? Ask Lumio – he summarizes everything: agreements, open tasks, recent emails.
Real example: Got a folder with old customer data or project files? Hand it to Lumio – he automatically creates customers, projects, and tasks from it.
Real example: What's on the schedule today and what do I need to bring? Lumio shows you all tasks for the day with the key information at a glance.

Invoices are generated directly from project data or time entries – no information needs to be entered twice.
All documents, photos and time entries are automatically linked to the invoice – proof of performance is never lost again.
Use templates for recurring services, discounts or payment plans and pass data automatically to your accounting.

Drag positions from price lists or product catalogs into your quote with drag & drop.
Track status and approvals live and convert confirmed quotes into projects automatically.

Incoming messages are automatically assigned to projects, customers or responsible persons – every project request is captured systematically.
All emails, channels and accounts come together in one inbox – full history and central documentation always available.
Smart filters, labels and follow-up rules ensure important requests don't get stuck and are forwarded automatically.

Visualize phases, milestones and responsibilities in flexible boards – always up to date and transparent, so you always know who does what.
All documents, approvals or site photos are attached directly to the project card – nothing gets lost, everything is findable.
Automations trigger status changes, reminders or handovers automatically when tasks are completed – no manual coordination needed.

Search across titles, content and metadata – including attachments and documents.
Jump directly: open results and continue working in context.
Perfect when customers call and you need everything at hand immediately.

Workflows follow a simple principle: Trigger + Actions = Automation.
You decide what should happen (which actions are executed).
You decide how it should happen (with which data and settings).
You decide when it should happen (which trigger).
A trigger is an event that starts the workflow – optionally with conditions that define when it really runs.
Actions are the steps that are executed automatically when the trigger fires (e.g. create job, create appointment, update customer, prepare invoice).

The digital craftsman assistant for your business

Less Paper. Less Chaos. More Time for Your Craft.