Simple, fast & central:
piaX-DMS |

With piaX DMS you manage your documents in a structured and efficient way. Thanks to seamless integration, intelligent tagging, and mobile availability, you always keep track.

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DMS

With the piaX add-on module Document Management System (DMS), you can organize your files efficiently and centrally. Whether quotes, receipts, or photos – all documents are stored directly with the appropriate activity or process.

Thanks to simple tagging, direct photo capture, and seamless Proalpha integration, you always keep track.

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Success factors

Our DMS solution ensures fast, structured, and always available document storage. Centralized storage, flexible access options, and support for multiple file formats make your daily work more efficient and transparent.

Functions

Discover our powerful features!

How our DMS complements your piaX CRM

Fast access, central storage, maximum efficiency.
Discover the key features of piaX CRM – for more efficient processes and stronger customer relationships.

Direct storage of documents

Store documents of all common formats directly with activities, receipts, or other relevant records in the system. This way, all information is available exactly where it is needed – no more tedious searching.

Simultaneous upload and download of multiple files

Upload or download multiple documents at the same time – simple and efficient. Whether quotes, invoices, or technical documents, you save valuable time managing large data volumes.

Add photos directly via the built-in camera

Use your device’s camera to capture and store documents or receipts directly. Field staff can document damages, projects, or receipts in real time without detours via external apps.

Intelligent tagging

Assign specific tags to your documents to easily find them later. With the search function, relevant documents can be located quickly and reliably – no matter where they are stored.

Central storage location with Proalpha integration

Thanks to seamless integration into your Proalpha ERP system, all documents are stored centrally and accessible to authorized users at any time. This ensures consistent storage structures and smooth collaboration.

Offline availability

Access your documents even without an internet connection. Whether in the field or with poor network coverage – with piaX DMS you always have all relevant documents at hand. Once you are back online, your data is automatically synchronized.

Maximize your potential with our piaX CRM add-on modules

piaX-Resource Planning

Plan resources quickly and efficiently for a perfectly coordinated field service.

piaX-Checklists

Capture data systematically throughout the entire process and transparently document progress.

piaX-Ad-Hoc Orders and Calls

Ensure nothing is overlooked – manage ad-hoc orders including calls.

piaX-DMS

Keep historical service reports, system documentation, and circuit diagrams available offline. Upload photos or reports directly to the DMS.

piaX-Route Planning

Still time for another job? Use the radius search to quickly find the next nearby assignment.

piaX-Travel Expenses

Record your travel expenses directly from Outlook appointments.

Get our free info brochure now and discover how our DMS takes your efficiency to the next level.