Features
One tool for the office, the stores and the field.
Seven connected modules, delivered together, at the same price. Each screen shows only what applies to your country.
CRM and installed equipment
Prospects and opportunities, customers and sites linked freely (a site can have several customers), contacts, activity feed. Equipment with refrigerant, charge, CO₂ equivalent, leak check due date and QR labels.
- Company numbers checked as you type
- Spreadsheet import, duplicate detection and merging
- Complete view of the customer and the site
Quotes and invoices
Catalogue, assemblies and fixed-price items; versioned quotes with options, sent by email and accepted online; invoices and credit notes with continuous numbering, payments and reminders.
- Factur-X (France), Peppol (Belgium), QR-bill (Switzerland)
- Word templates in your brand colours
- Invoicing from service jobs and contracts
Service jobs and scheduling
Requests, work orders and appointments; scheduling by technician over the week or the day, drag and drop, on-call rotas; reports validated by the office.
- Certifications and skills checked at scheduling
- Timesheets approved by a manager
- Signed PDF report sent to the customer
Contracts and preventive maintenance
Maintenance contracts with covered equipment and service levels; visits generated over the chosen horizon; renewal, price revision and recurring invoicing.
- Regulatory leak checks built into the visit plan
- Due date and renewal alerts
- Bulk price revision
Purchasing and stock
Suppliers, purchase requests, orders and partial receipts, invoice matching; depots and the stock of each van, stocktakes, weighted average cost valuation.
- Replenishment suggested from thresholds
- Serial and batch numbers
- Counter purchases with a photo of the receipt
Refrigerants and compliance
Cylinders purchased and tracked one by one; charges, recoveries and transfers calculated from weighings; leak checks and your country's official documents.
- Cerfa 15497*04, BSFF and annual declaration (France)
- Logbooks, certificates and logboek (Belgium)
- Maintenance logbook and notifications (Switzerland)
Mobile app
For the technician: their day, time clocking, guided appointments, weighings, photos, signature; their stock and their cylinders. Works offline, synchronised with no duplicates.
- Android and iOS
- QR code scanning
- Fingerprint or face lock
And also
- Fine-grained roles and permissions — by module, by action and by scope
- Branches — their own teams, depots and numbering
- Audit log — who did what, before and after
- Three languages — French, English, German, for each user
- Data migration imports — customers, sites, equipment, stock, contracts
- Word templates — quotes, invoices and reports in your brand colours
Try Fluidify with your real data.
14 days free, no card required. Your workspace is ready in minutes, on its own server.