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 collaborators via the Team tab

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

Customize your Cadulis

Everything is customizable in Cadulis!

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

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

Building a 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, whereas a subcontractor supervisor (from another business unit) will not have access. The business unit is identified by its attachment code, which you need to share with your field workers, 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.

Creating an Intervention

There are many shortcuts to manually create an activity. There are also many automated methods (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’ll find the “create an activity” button. Then simply choose the activity type and leave the other fields blank.

Many options are available to you: Create activities

Scheduling an Intervention

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

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 visualize your field teams’ availabilities.

Viewing the Report

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

Cadulis Billing

Upon registration, your company receives 200 free credits, one time only, valid for one year—enough to carry out up to 200 interventions. The number of user accounts linked to a company is unlimited. An intervention is “paid” when it is assigned to a field worker or when it is closed. Once your credits are used up, 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, for up to two years from the date of purchase.

The Cadulis service is commitment-free.