Incoming requests and work orders
Each account has its own inbound email address. Requests forwarded from Gmail, Outlook or any mailbox, and work orders from insurers, assistance companies and property managers, arrive as job files ready to validate, with the file reference, the beneficiary and the address already extracted.
Scheduling and dispatch
Technicians' schedules side by side, drag and drop, recurring appointments, a map of your technicians to find the nearest one, and a tracking link sent to the customer.
Offline mobile app
On iOS and Android, technicians open their day, start and finish a job with a GPS timestamp, take photos, write notes and fill in reports without a signal. Everything syncs when the network comes back, without duplicates.
Intervention reports
Before and after photos, short videos, voice notes and sketches; the customer signs on the screen and the PDF report is filed in the job and sent by email. AI can draft the report from the photos and the technician's dictation.
Quotes and invoices, signed on the phone
Quotes, invoices, deposits, credit notes and progress invoices, from the office or the phone, with a price catalogue and VAT per line. The customer signs on site or remotely through a link, and payments are recorded on the spot, even partial ones.
Payment reminders
Automatic reminders for pending quotes, unpaid invoices and partial payments, with a timestamped log of every reminder sent.
Accounting exports and Pennylane
Exports for French accounting software (FEC, EBP, Sage, Fiducial), CSV and Excel, synchronisation with Pennylane, and assisted bank reconciliation. Your accountant can get read-only observer access.
Google Calendar, Gmail, Outlook
Office appointments sync with Google Calendar, one way or both ways, and incoming emails from Gmail or Outlook become jobs.
Maintenance contracts and visits
Sites, numbered equipment, visits calculated two years ahead, checklists ticked on the phone, a visit report sent to the customer, and the contract invoice created at each due date. Activated on request.
Stock
Warehouse and van stock, barcode scanning, low-stock alerts, and parts used attached to the job.
SMS
Send the tracking link and notifications to your customers by SMS, with credits sold in packs.
French e-invoicing
Ready for French e-invoicing (Factur-X), through Pennylane, a platform approved by the French tax authorities. The connection is not yet open to all accounts.