Skip to content
Digitalnatie Service Suite

Digitalnatie Service Suite

Pick your role below and follow the steps for your daily work.
Get started Sign in

Administrator — setting up the environment

Section titled “Administrator — setting up the environment”

Start here when Service Suite is first being put into use.

Signing in and passwords First sign-in and resetting a password.
Assign roles and permissions Set per employee what they may do and on what.
Create customers and contacts Customer records, contacts and assets.
Structure your sites One site per location, with the correct address.
Products and parts Create your services and parts.
Stock and van stock Set minimum levels per van.
Connect external services Calendar, navigation and messaging.
Asset QR codes Label assets for reporting and scanning.

Planner or dispatcher — distributing the work

Section titled “Planner or dispatcher — distributing the work”
Create service orders Create, assign and follow up interventions.
Use the planning board Calendar and map view, assigning techniekers.
Check parts before departure Can this job be done in one visit?
Techniekers and availability Who works where, and when.
Routes and areas Planning rounds.
Time off Following leave and absence.

Technieker — working in the field

Section titled “Technieker — working in the field”
Open and install the app Add to the home screen and sign in.
View my day Today's jobs.
Start and finish work En route, on site, in progress, done.
Scan an asset Scan the QR, read the history, record downtime.
Record parts Consumption from van stock.
Report and signature Photos, report and customer signature.
Invoice and take payment Settling at the customer.
Working without signal Queue and synchronisation.

Manager — following up and deciding

Section titled “Manager — following up and deciding”
Dashboard Key figures for the operation.
Customer File 360° Everything about one customer on one screen.
Finance dashboard Revenue, margin, EBITDA and net profit.
Asset performance Downtime, MTBF, MTTR and health score.
Maintenance contracts Following recurring maintenance.
Automations Switch on reminders and summaries.
Commercial follow-up Follow requests through to customer.
Reports Hours, interventions and performance.

Go-live checklist

Section titled “Go-live checklist”

Walk through this list once before your team starts.

  1. Users created, each with a role — see Permissions & security.

  2. Financial rights granted only to those who should see amounts.

  3. Customers entered, each with at least one site with a correct address and postcode.

  4. Assets registered on the correct site, with serial number, installation date and warranty.

  5. Products and parts created with their sales price — see Products & parts.

  6. Van stock set up with minimum levels per van — see Van stock.

  7. Maintenance contracts in place for recurring work.

  8. Techniekers have the app on their home screen and have signed in once — see Technician App.

  9. One test intervention run end to end: create, schedule, execute, report, signature, invoice.

  10. Cash or bank journal configured if you want to take payment on site.

  11. Navigation connected so techniekers can set off from the order — see Integrations.

  12. First automations switched on, three at most to begin with.