Digitalnatie Service Suite
Schedule, intervene, report and invoice. Find the guide for your job and follow the steps, screen by screen.
Administrator: set up your company
Section titled “Administrator: set up your company” Getting started (Aan de slag) The set-up checklist and what is left to do.
Users, roles and permissions Invite your colleagues and decide who can do what.
Organisation and documents Company details, logo, document layout, languages.
Connect your e-mail Send reports, quotes and invoices from your own address.
Import your data Customers, sites, installations and items from a file.
Integrations, API and webhooks Connect Service Suite to your other software.
Office: schedule and follow up the work
Section titled “Office: schedule and follow up the work” Interventions Create, assign and follow up interventions.
Planning Day, week, map and routes of your technicians.
Customers and 360° file Everything about a customer: sites, installations, work, invoices.
Installations and QR codes The record of each device, its health and its reports.
Parts and vans The right parts in the right van, before departure.
Quotes and invoices From completed work to paid invoice.
Technician: work in the field
Section titled “Technician: work in the field” Install the app and sign in The Techniekers-app on your phone.
My day Vandaag, Mijn dag and Mijn uren.
Carry out an intervention Departure, arrival, safety, work, closure.
Report and signatures Photos, report, signatures and sending to the customer.
Management: monitor the business
Section titled “Management: monitor the business” Dashboard Today's figures and what needs your attention.
Financial overview Revenue, margins, cash flow and points of attention.
Reports Analyses by period, intervention reports, hours.
Automations Reminders and follow-ups that run by themselves.