CRM and installed equipment
Prospects, customers, sites and equipment, with the regulatory record of every installation.
Learn more : CRM and installed equipmentService jobs and scheduling
From the customer's call to the signed report, paper-free.
Every request becomes a work order, scheduled in seconds for the right technician, carried out on their phone and validated by the office before invoicing.
Requests and priorities
Channel, urgency, equipment concerned and response time calculated from the contract.
Visual schedule
By technician, over the day or the week; drag and drop, with conflicts and working hours flagged.
On-call
On-call rotas by branch; the technician on call receives the urgent breakdowns.
Job templates
Tasks, checklists, expected readings and planned items by type of work.
Reports
Findings, recommendations, photos and signature; validated by the office, sent to the customer as a PDF.
Timesheets
Time clocked on the phone, corrections tracked, week approved by a manager.
Other modules
Quotes and invoices
Versioned quotes, online acceptance, invoices compliant with your country, reminders.
Learn more : Quotes and invoicesContracts and preventive maintenance
Visits generated automatically, due dates, renewal and recurring invoicing.
Learn more : Contracts and preventive maintenancePurchasing and stock
Orders, receipts, depots and the stock of each van.
Learn more : Purchasing and stockRefrigerants and compliance
Cylinders, weighings, leak checks and official documents.
Learn more : Refrigerants and complianceMobile app
The technician's work, from setting off to the signature, even without a signal.
Learn more : Mobile appTry Fluidify with your real data.
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