Getting started - Manager

To schedule interventions, you need:

• a business unit
• one or more activity types, to be configured in the Catalog tab
• one or more field workers linked to the business unit. You can invite your team members via the Team tab

Use our templates to understand how it works; you can then customize them to perfectly fit your business needs.

Customize your Cadulis

Everything in Cadulis is customizable!

Start with a simple project to get familiar with the basic features.

Feel free to contact us—we can assist you with the configuration.

Build your team

A Business Unit can represent a company or a team; they are especially useful for managing information sharing visibility:

For example, a supervisor who belongs to your business unit will have access to your indicators, while a subcontractor supervisor (from another business unit) will not have access. The business unit is identified by its attachment code, which you need to provide to your technicians, supervisors, and call center agents so they can request to be linked to your business unit.

By default, when you create your account, you are both an administrator and a field worker, so you can start testing Cadulis right away.

Let yourself be guided in the Team Structure section.

Create an intervention

There are many shortcuts to manually create an activity. There are also many automated ways (from an email inbox, via a client portal, a web service, etc.), but let’s start with the simplest: At the bottom of the home page, you will find the “create an activity” button. Simply choose the type of activity, leaving the other fields blank.

Many methods are available to you: Create activities

Schedule an intervention

Scheduling an intervention is accessible from the intervention record. Three scheduling modes are available:

Scheduling Assistant

Cadulis’ advanced algorithms calculate the most relevant availabilities for each time slot throughout the week. You get a table of dates and times, allowing you to instantly see your field teams’ availabilities at a glance.

View the report

Once the field worker (or your activity manager) has closed the activity, its status and the customized reports become available on the intervention record.

Cadulis billing

Each month, you have 200 free interventions for your company. The number of user accounts linked to a company is unlimited. An intervention is “charged” when it is assigned to a field worker or when it is closed. Once the quota is exceeded, you can still create and schedule interventions, but you cannot assign them to a field worker or close them.

Cadulis operates on a prepaid basis: you top up your account online by credit card, direct debit, or bank transfer, and then use your credits as needed, with no time limit.

The Cadulis service is commitment-free.