Intervention Plus

“Intervention Plus” module for Dolibarr: Complete Management of Interventions

The “Intervention Plus” module is a revolutionary tool that simplifies and optimizes intervention management, from planning to invoicing. Designed for sales and technical teams, it offers a complete suite of features to ensure transparent and efficient monitoring of each intervention.

Planning part (COMMERCIAL)

In the planning phase, sales teams can provide essential information for a successful intervention:

Intervention Subject: Choose from a drop-down list of predefined intervention objects, such as installation, maintenance, after-sales service, and the ability to add custom items.

Temporal Planning: Indicate the estimated start date and time as well as the estimated end date and time.

Quote Details: Associate the intervention with a quote number for simplified management.

Customer Information: Enter the customer's name, telephone number for a direct call, address with GPS access, door code or floor.

Associated Third Party: Select the relevant third party based on the available data.

Description of Intervention: Provide a complete description of the intervention.

Attachments: Attach files such as plans, photos, diagrams or nameplates.

Equipment references: Include the list of equipment sold on the quote (without prices) and mention the location for collecting the parts.

Technician or Team: Choose the technician or team in charge of the intervention.

Execution Part (TECHNICIAN)

The execution part of the “Intervention Plus” module is designed for technicians in the field, allowing them to manage each intervention transparently:

Notifications: Receive pre-configured notifications (1 hour or 2 hours before the procedure) to stay informed.

Visual Agenda: View the intervention on your agenda on the phone or tablet, with a viewing history.

Customer Call: Contact the customer by simply tapping their phone number, with a call history.

Easy Navigation: Start navigation to the intervention address in one click, with navigation history tracking.

Intervention Counter: Start the intervention counter when you are near the address.

Pause: Pause the intervention if necessary.

Photos and Comments: Document the progress of the intervention by taking photos and adding comments.

Task List: Check the completed tasks to monitor the progress of the intervention.

Equipment Management: Add new equipment to the customer with photos and detailed information, ensuring complete monitoring of interventions.

Finalization of the Intervention: Select the status of the intervention (to be invoiced, to quote, without action) and obtain the electronic signature of the technician and the customer (required).

Notification to the Manager: The choice of the intervention status automatically triggers an email notification to the task manager to initiate invoicing or costing.

Management (BILLING)

In the management phase, the “Intervention Plus” module offers advanced features to simplify invoicing and analysis:

Transformation into Invoice: Easily transform the intervention into an invoice.

Time and Parts Tracking: Get an overview of time spent on site as well as parts provided by the technician.

Advanced Features of the “Intervention Plus” Module:

Digital Signature: Technicians and customers can sign electronically to confirm the intervention.

Report Generation: Create detailed customer reports for complete documentation of each intervention.

Notifications: Receive email notifications to keep technicians and sales teams informed.

Advanced Agenda: Benefit from an advanced intervention agenda for better organization.

Custom Configuration: Customize the module according to the specific needs of your business.

The “Intervention Plus” module for Dolibarr is the ultimate tool for optimal management of interventions, improving team efficiency, customer satisfaction and fluidity of invoicing. It offers a complete solution for each stage of the intervention process, thus strengthening the operational efficiency of your company.

Demonstration Module Intervention Plus

Accès Commercial: demo/demo

Accès Technicien: antoinette/antoinette2023