CRM and installed equipment
Prospects, customers, sites and equipment, with the regulatory record of every installation.
Learn more : CRM and installed equipmentQuotes and invoices
Quotes signed online, invoices compliant with your country.
Price with your catalogue, send a signature link, turn the accepted quote into an order and then into invoices: deposit, progress, final and credit notes.
Catalogue and assemblies
Items, labour, fixed-price items and assemblies, price lists and customer-specific prices.
Versioned quotes
Sections, options, deposit; every version sent is locked.
Online acceptance
The customer reads and signs from a secure link; you are notified straight away.
Locked invoices
Continuous numbering by series, validated invoices cannot be changed, full or partial credit notes.
E-invoicing
Factur-X and UBL in France, Peppol BIS in Belgium, QR-bill in Switzerland, checked by the official validators.
Payments and reminders
Payment matching (QR and structured communication), tiered reminders, customer balances.
Other modules
Service 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 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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