CRM and installed equipment
Prospects, customers, sites and equipment, with the regulatory record of every installation.
Learn more : CRM and installed equipmentPurchasing and stock
The right part in the right van.
From purchase requests to the supplier invoice, and from the depot to each technician's van: Fluidify tracks every part and tells you what to reorder.
Suppliers and prices
References, terms and purchase prices by supplier.
Orders and receipts
Purchase requests, orders, partial receipts, returns.
Supplier invoices
Matched against orders and receipts: prices and quantities checked.
Depots and vans
Stock by depot and by van, transfers, cycle or full stocktakes.
Replenishment
Thresholds and van kits: suggested orders are prepared automatically.
Valuation
Weighted average cost, serial and batch numbers when the item requires them.
Other modules
Quotes and invoices
Versioned quotes, online acceptance, invoices compliant with your country, reminders.
Learn more : Quotes and invoicesService jobs and scheduling
Requests, work orders, scheduling by technician, signed reports.
Learn more : Service jobs and schedulingContracts and preventive maintenance
Visits generated automatically, due dates, renewal and recurring invoicing.
Learn more : Contracts and preventive maintenanceRefrigerants 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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