Software documentation for management, scheduling, and optimization of field operations

PowerBI report template

Download the template

You can download our PowerBI report template by clicking here:

Opening and configuring the template

When opening the template, PowerBI will prompt you for the CADULIS_CODE: this is the code available in your data source configuration within the Cadulis application.

PowerBI Data source

Getting started

Create an activity

Read the schedule

Credit tracking

Create and schedule

Edit or reschedule

Unavailabilities

Auto rescheduling

Manage a client

Activity import

Customer fields

Activity form

Closure form

Advanced form

Custom reports

Simple trigger

Advanced trigger

Reminder SMS D-2

Connection to external tools

Subcontractors (webservices)

Cadulis → HubSpot

HubSpot → Cadulis

Tips

The choice of Cadulis

Get ready

Notify of an absence

PowerBI report template

Download the template

Opening and configuring the template

Ensure your success with Cadulis.