Help before you start
Frequently asked questions
Answers on the trial, company accounts, employees, invoices and data protection.
To the guide for temporary staffing agencies and client companies
Can I take out a subscription directly?
Ja. Auf der Preisseite ein Paket wählen, Firma und Admin-Zugang registrieren und die E-Mail bestätigen. Danach öffnet sich Stripe. Erst Ihre Bestätigung dort bestellt das Monatsabo. Ein persönlicher Einrichtungstermin oder eine Testphase ist dafür nicht nötig.
How do I pay and cancel?
Payment is made at Stripe by card; Apple Pay appears on compatible devices with a wallet set up. The subscription renews monthly. Under Settings → Subscription & payment, company admins can manage invoices, payment methods and cancellation at the end of the paid period. Ultra is offered individually.
What do I set up after purchase?
Under Settings, check the official company header, the VAT rate and your own CH/LI IBAN for QR invoices, and optionally upload the logo. Then create personal team access and the first customer order. Your own company IBAN is independent of the payment method for the PROJEKT FLOW subscription.
How do I start as a temporary staffing agency?
Register Pro or Business directly, or request trial access, and select the company type Temporary staffing agency. After setup, create personal technician access under Team. In the Temporary staffing area, enter the client company's coupling code, choose the person and the period, and send the request.
Which package does the temporary staffing agency need?
Pro, Business or an active trial period. The client company also needs an active PROJEKT FLOW access. No additional Pro package is required there to confirm and review incoming assignments. The user limits of the respective package continue to apply.
How do external employees record their hours?
With their personal access at the temporary staffing agency. After the assignment is confirmed, it appears under Temporary staffing. There, the start, end, break and work are recorded for each day. The company admin of the client company approves the record or requests a correction.
What happens after an assignment ends?
For confirmed assignments, hours and corrections for the agreed period can also be submitted after the end of the assignment. Approved records cannot be overwritten. Future days and unconfirmed assignments are excluded. Existing records remain visible to authorised parties. Ending is not deletion.
Is there GPS tracking, candidate placement or payroll?
The temporary staffing area currently includes no GPS location, no applicant portal and no payroll. It supports the agreed assignments and time records between companies.
Für wen ist PROJEKT FLOW gedacht?
Für Schweizer SHK- und Gebäudetechnikbetriebe sowie Zeitarbeitsfirmen und Einsatzbetriebe, die Kundenanfragen, Projekte, Einsatzplanung, Material, Rapporte und Rechnungen in einem gemeinsamen Arbeitsbereich führen möchten.
What happens during the 10-day trial?
We briefly clarify your business and set up a separate company area. You can review processes with your own data. The trial period is free of charge and does not automatically lead to a charge.
Do I need a credit card?
No. No credit card is required for the trial request or the ten-day trial. A paid subscription starts only after your explicit confirmation.
Are the data of different companies kept separate?
Yes. Each company works in its own data area. Access is controlled by company, user and role. In temporary staffing, the companies involved specifically share assignment data and hours records; internal customer files and financial data stay separate.
What rights do the company admin and employees have?
The company admin manages the company, the team and access. The office, project managers and technicians each receive the functions intended for their work.
Can I add employees?
Yes. The company admin creates personal access with an email address and a role. Each person chooses their own password at first login.
Does PROJEKT FLOW work on a phone?
Yes. PROJEKT FLOW is designed as a responsive web app for phone, tablet and desktop. Visits, times, work reports, photos and messages can be recorded on a mobile device.
Can I bring customer emails into projects?
Yes, after forwarding has been set up. Each company can use a personal PROJEKT FLOW inbox address and forward its company mailbox there with a rule. Incoming messages and attachments can be assigned to a project or taken on as a new order.
Does PROJEKT FLOW create Swiss QR-bills?
Yes. If the company address, the customer address and a valid CH or LI IBAN are stored, the invoice draft can include a Swiss QR payment part. The company reviews the invoice and approves it for content.
Can I export my data or have it deleted?
Documents you need should be exported before the contract ends. Requests for access, correction or deletion can be sent to info@projektflow.ch; statutory retention obligations remain reserved.
How do I get help?
Write to info@projektflow.ch. During setup we discuss your process and set up roles, the company and trial access together.
Your question is not listed?
Write to info@projektflow.ch or request a 10-day trial .