FAQ
Short answers to the most common questions. For a topic in detail, follow the links to the guides.
Login & accounts
Section titled “Login & accounts”How do I log in?
Section titled “How do I log in?”Open https://service.digitalnatie.app in your browser and enter
your email and password. See Login.
I forgot my password.
Section titled “I forgot my password.”Use the Forgot password? link on the login screen. A password reset email is sent to your account’s address.
What are the different roles?
Section titled “What are the different roles?”Three roles: manager (management workspace), technician (mobile app) and customer (email / portal). See Roles.
Service orders
Section titled “Service orders”What is a service order?
Section titled “What is a service order?”It’s the central record of an intervention: the customer, the address, the service to be carried out, the assigned technician and the date. All intervention tracking is done from this record. See Service orders.
How do I create a service order?
Section titled “How do I create a service order?”From the management workspace: Service orders → Create. See Service orders.
What is the difference between Stage and Technician status?
Section titled “What is the difference between Stage and Technician status?”The Stage is the position of the service order in the management flow (for example: To plan, Planned, Done). The Technician status reflects the progress in the field, updated by the technician from their app (for example: On the way, In progress, Done). See Service orders.
Customers, products & parts
Section titled “Customers, products & parts”How do I create a customer?
Section titled “How do I create a customer?”From the management workspace: Customers & assets → Create, then fill in the name, address and contact details. See Customers & assets.
How do I create a product or a part?
Section titled “How do I create a product or a part?”From the management workspace: Inventory → Products & parts → Create. See Products & parts.
Scheduling & technicians
Section titled “Scheduling & technicians”How do I schedule a technician?
Section titled “How do I schedule a technician?”Assign a technician and a date from the Planning or directly on the service order.
How do I schedule an intervention?
Section titled “How do I schedule an intervention?”Open the Planning, choose the date and the technician, then drag the service order onto the desired slot.
How do technicians receive their jobs?
Section titled “How do technicians receive their jobs?”Assigned jobs appear automatically in the Technician App, in the My tasks list. See Technician tasks and My tasks.
How does the customer sign off the intervention?
Section titled “How does the customer sign off the intervention?”The technician presents the summary and has the customer sign on the smartphone screen. See Report & signature.
Invoicing & stock
Section titled “Invoicing & stock”How do I invoice an intervention?
Section titled “How do I invoice an intervention?”Open the completed service order then Create invoice. See Invoicing.
How do I handle low stock?
Section titled “How do I handle low stock?”The Inventory flags parts whose quantity drops below the threshold. Use replenishment to order and bring stock back up to level. See Inventory.
What is the Digitalnatie Mailbox?
Section titled “What is the Digitalnatie Mailbox?”An integrated email mailbox: customer exchanges are linked to service orders. See Digitalnatie Mailbox.
Technician App
Section titled “Technician App”How do I install the Technician App?
Section titled “How do I install the Technician App?”Open the app URL on the smartphone, log in, then Add to home screen. See Overview.
Can I use the Technician App on mobile?
Section titled “Can I use the Technician App on mobile?”Yes. It is designed for the smartphone and installs on the home screen for quick access, like a regular app. See Overview.
Does a technician see all interventions?
Section titled “Does a technician see all interventions?”No. Each technician only sees their own interventions.
Does the app work offline?
Section titled “Does the app work offline?”It displays data that is already loaded, but a connection is required to synchronize your entries. Reload as soon as the network is back.
Which devices can I use it on?
Section titled “Which devices can I use it on?”The management workspace is used on a computer (web browser). The Technician App is used on a smartphone. The documentation is adapted for mobile.
Security & languages
Section titled “Security & languages”Is my data protected?
Section titled “Is my data protected?”Access is protected by username and password, and rights are limited by role: each user only sees the data they need. The platform complies with GDPR.
Which language is the platform in?
Section titled “Which language is the platform in?”The documentation and the interface are in French.
Miscellaneous
Section titled “Miscellaneous”What should I do if a screenshot does not match my screen?
Section titled “What should I do if a screenshot does not match my screen?”The interface evolves regularly: some screenshots may differ slightly from what you see. Rely on the menu labels indicated in the guides. When in doubt, contact your Digitalnatie point of contact.