Documentation

Cadulis documentation: guides, API, integrations and tutorials to optimize your field operations

Everything you need to make Cadulis your best asset!

Cadulis at a Glance

New to Cadulis? Quickly discover the tool and its main features.

First Steps:
Manager

Your first steps: Organize your teams – Create your activities – Configure your Cadulis

First Steps:
Field Worker

Your first steps: Gain clarity – Check your routes – Close your activities

Team

Business units – Team members – Roles – Skills

Catalog

Activity types – Forms – Reports

Create Your Activities

Manual creation – .csv import – REST API – Google Form – Import by email

Plan

The scheduling assistant helps you find the best field worker, at the best time

Complex Processes

Triggers: SMS, email, activity creation...

Data Analysis

Real-time data source – Excel – PowerBI – Data Studio / Looker Studio

Phoning

Make calls – Automatic scheduling

Client Portal

Provide your clients with the required information: satisfaction surveys, self-service rescheduling...

Integrations

Cadulis connects to most other systems