The schedule fills itself from the contract
Define the fees and the visit calendar in the contract: every N weeks or months, technician, type and duration. Appointments appear in the schedule and fees are invoiced on their date.
30 days free · No card
What it includes
Schedule per technician
Day, week, month and list views. Drag to reschedule or change technician. And each technician also sees it in their own Google Calendar, Apple or Outlook.
Technician's My day
Today's visits on the phone, even without coverage, with address, phone number and the button to mark them as attended.
Confirmations and reminders
Email or WhatsApp to the customer when the appointment is created and the day before, in their language. By WhatsApp, the customer confirms by replying "Confirm".
See WhatsAppIssues
The customer notifies from their private area or by phone; the incident is scheduled as an appointment and closed once handled.
Contracts
Recurring fees or one-off services, clauses with variables, signature, due date alert and renewal in one click.
Recurring receipts
Each fee generates its delivery note or invoice on the collection date, with the customer's payment method.
Optimised route for the day
Each technician's visits ordered to cover fewer kilometres between one and the next.
How it worksLocation at start and finish
The visit records where it started and finished, with the technician informed in advance.
See working timeSales funnel and profitability
Opportunity → quotation → contract in one funnel, and profitability per contract and per technician.
See the CRMThe day's visits, in the order that saves kilometres
Ordering each technician's visits by eye wastes hours of van time every week, and the appointment with an agreed time always ends up squeezed in at the worst moment.
In the route of the day you choose the technician and the date and see their visits on the map. "Optimise route" proposes the order that covers the fewest kilometres from their starting point, without arriving late for appointments with an agreed time or outside the window the customer asked for, and compares the kilometres and time with the current order.
- Respects agreed times and arrival windows
- Starting point of the technician or of the company
- Compare kilometres and time before applying the order
- Route button in "My day" to navigate to each visit
Questions about the schedule and contracts
How are the visits of a contract created?
In the contract record, "Generate visits" asks how often to go, how many visits, the technician and the type, and creates them in the schedule linked to the contract. We explain it step by step in how to plan the visits of a contract.
Are fees invoiced automatically?
Yes. Every day, the invoices for fees that have reached their collection date are generated, with the customer's payment method. If it is a direct debit, it goes into the next SEPA batch.
Is the customer notified of the visit?
Yes: confirmation when the appointment is created and an automatic reminder before the visit, by email or by WhatsApp. If they reply "Confirm" to the WhatsApp, the appointment becomes confirmed.
What happens when a contract expires?
It alerts you beforehand (by default, 30 days) on the desktop and in the notification bell. With "Renew" the one for the next period is created, or it renews itself if it is marked as auto-renewing. When it is cancelled, future fees and appointments are cancelled.
Can I see my appointments in Google Calendar?
Yes: each technician has a private link for Google Calendar, Apple or Outlook, or the direct connection with Google Calendar to see changes instantly. More at integrations.
And when the appointment is attended, the certificate is dictated
Dictated certificate
Write or dictate what you saw and did: the AI fills in species, products with batch, corrective measures and action plan. You review and sign.
How it worksReview before sending
The AI and a set of fixed rules flag missing batches or safety periods, inconsistencies and pending signatures. The technical manager has a review inbox.
How it worksPrivate AI: it runs on the manufacturer's own servers and your customers' data is never passed on to third parties. The technician always reviews.
See everything the AI doesShall we go through it with your data?
30-minute demo or 30-day free trial. You choose.