Digital processes,
that drive the real estate industry.

Efficient facility management requires more than just Excel and gut instinct. With our ERP solution, you can keep track of your properties, assignments, and resources at all times—on the go, in an integrated way, and with scalability.

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Facility Management

Why Facility Management Needs Digital Solutions

Facility management is complex: many properties, mobile teams, changing assignments—and a lot of manual interfaces. Paper-based processes and siloed solutions slow down operations and make billing and quality assurance more difficult.
 

Typical challenges:

  • Paper-based processes and manual interfaces between scheduling, accounting, and service
  • Lack of transparency in property and assignment planning, no real-time updates from field staff
  • Lack of system integration, e.g., between CRM, assignment documentation, accounting, and reporting
  • High effort required for billing and quality assurance
  • No centralized management of SLAs, maintenance, and resource availability

These problems waste time, tie up staff, and lead to errors. Our solution: fully integrated ERP software specifically designed for facility management—based on Haufe X360.

Our Approach: Digital Can Do It All.

Abstraktes Icon ERP-Beratung & Implementierung (Haufe X360)

ERP Consulting & Implementation (Haufe X360)

  • Introduction of Mobile Modules for Dispatching & Field Service
  • Centralized Asset Management & Route Planning
  • Automated Job Documentation & Digital Billing
  • Integration of CRM, Service, Accounting, and Quality Management
Icon Inhouse-Entwicklung

Custom Software Development

  • SLA Tracking, Maintenance Cycles, Checklists & Customer Portals
  • Optimizing resource planning through integration with specialized tools: With our proprietary interface to Portatours, we integrate route planning directly into your ERP processes.
  • Interfaces to CAFM systems, time tracking (e.g., our connector to Syniotec for equipment management), and accounting
  • Dashboards for capacity utilization, assignments, and contracts
Finanzen & Buchhaltung icon

External Accounting (Accounting as a Service)

  • Integration of Accounting Directly into the ERP System
  • Automated monthly closings, dunning, and controlling
  • GDPR-compliant, auditable, with DATEV export
     

What Haufe X360 Makes Possible in Facility Management

With Haufe X360, you’re choosing a cloud-based ERP system designed specifically for service companies and facility management. The software integrates business processes, operational scheduling, and customer service into a single platform—mobile, scalable, and intuitive to use.

Haufe X360 Dienstleistungen
These features are
built in by default
+
360° CRM

Client files with SLAs, service calls, invoices, and contracts—all available in one central location

+
Scheduling & Route Planning

Calendar boards, mobile apps, GPS routing, and real-time feedback from field staff

+
Asset & Resource Management

Management of buildings, equipment, teams, SLAs, and maintenance cycles—including access history

+
Digital Incident Reports & Billing

Direct billing based on hours worked, services rendered, or a flat fee

+
Power BI Reporting & Controlling

Live dashboards for utilization, SLA compliance, and cost centers

+
Site & Corporate Management

Multi-company-ready with a centralized database and configurable access control

+
GDPR & Security Compliance

Hosting in Germany, encrypted communication, audit-proof & auditable

Benefits only

The Benefits at a Glance

  • Transparent Asset
    Management: All Data in One Place—Mobile & Centralized
  • Efficient Dispatching
    Fewer empty runs, faster response times
  • Fast Billing
    Automated invoicing after each job
  • Quality & SLA Tracking
    : Complete documentation & proof of compliance
  • Cost Control & Forecasts
    : Real-time overview of budgets, KPIs, and utilization
  • Modular & Scalable
    For individual properties, multi-site operations, or corporate structures

This is how we work.

Your Project—
in Four Proven Phases

1
Analysis & Goal Setting

We analyze your processes, system landscape, and future plans—including SLA structures, planning processes, and reporting.

2
System Design & Customization

We configure Haufe X360 to meet your exact needs—with mobile tools, billing logic, dashboards, and interfaces.

3
Implementation & Training

Introduction to Live Operations: Data Migration, System Testing, Hands-On Training for Planning, Accounting, and Field Service.

4
Ongoing Support &
Further Development

Support, technical operations, and enhancements—including external accounting, service portals, and app development upon request.

RentClean_Logo
IMPACT STORIES

How RentClean Is Using BOLD & EPIC to Transform
Its Planning Processes

Read the Impact Story

Why BOLD & EPIC Transform?

Because we understand facility management—from a professional, technical, and human perspective.

  • Over 20 years of experience working with medium-sized businesses
  • Specialization in Haufe X360
  • Technical implementation expertise
  • Mobile solutions for service calls
  • Integration of ERP, accounting, and service processes
  • Personal points of contact, rapid implementation

Our Mini Case Studies:

This is how we achieve success.

Mitarbeiter am Laptop
Case 1: Digitized Resource Planning
?
Problem

Manual Route Planning & Capacity Gaps

!
Solution

Mobile Dispatching + Route Optimization in Haufe X360

+
Effect

15% more assignments per week, 100% digital documentation, and route optimization in Haufe X360

Case 2: Automated Billing
?
Problem

Billing is delayed; high manual workload

!
Solution

Automated Linking of Orders, Services, and Invoices

+
Effect

Payments received 3 weeks earlier, fewer follow-up inquiries