Cadulis FAQ – Frequently Asked Questions by Topic

🧭 GETTING STARTED & FIRST STEPS

➤ I just created my Cadulis account, what should I configure first?
→ See the guide: Getting Started with Cadulis Made Simple

➤ I don’t understand how to organize my activity types. What exactly are they?
→ See the guide: Create an Activity Type Suited to Your Interventions

➤ Where can I see how many credits I have left to use Cadulis?
→ See the guide: Understanding Remaining Credits

📅 ACTIVITY SCHEDULING

➤ How do I manually schedule an intervention?
→ See the guide: Create and Schedule an Activity for Intervention

➤ How do I automatically reschedule my interventions?
→ See the guide: Automatically Reschedule Your Activities

➤ I scheduled an intervention but can’t assign it to a technician, why?
→ Check:

• your remaining credits
• the assignment restrictions in the field worker’s profile

➤ How do I block an unavailability for a field worker?
→ See the guide: Manage Field Worker Unavailabilities

👥 TEAM MANAGEMENT

➤ How do I add collaborators to my team?
→ See the guide: Create and Manage Your Team

➤ What is the difference between a “Field Worker” and a “Subcontractor”?
→ See the guide: Create and Manage Your Team

➤ Can I import all my collaborators at once?
→ Yes, via CSV import — see the guide: Create and Manage Your Team

➤ How do I manage specific working hours for a field worker?
→ See the guide: Manage Field Worker Unavailabilities

🧾 CUSTOMER & ACTIVITY MANAGEMENT

➤ Where can I create a customer record?
→ See the guide: Create and Manage Customer Sites

➤ Can I import multiple customer records at once?
→ Yes, via CSV file — see the guide: Create and Manage Customer Sites

➤ How do I add custom fields to the customer record?
→ See the guide: Edit Custom Fields on the Customer Record

➤ Can I make a field appear only under certain conditions?
→ Yes — see the guide: Edit Custom Fields on the Customer Record

📝 FORMS & REPORTS

➤ How can my field workers fill out a simple form?
→ See the guide: Create a Simple Activity Form

➤ Can I show or hide certain fields based on responses?
→ Yes, use conditional fields — see the guide: Create an Advanced Form

➤ How do I generate a custom PDF or Excel report?
→ See the guide: Set Up Custom Reports

➤ Can I automatically send a report to the client?
→ Yes, via a trigger — see the guide: Set Up Custom Reports and Automatic Sending

⚙️ TRIGGERS & AUTOMATION

➤ What is a trigger? What is it used for?
→ See the guide: Set Up Automatic Triggers

➤ Can I automatically send an email or SMS at a specific date?
→ Yes — via a scheduled trigger

➤ Is it possible to automatically create an activity after a failed closure?
→ Yes — see the guide: Set Up Automatic Triggers

➤ Can I automatically notify the team via Slack?
→ Yes — via the Slack Message trigger

🔌 INTEGRATIONS & EXTERNAL TOOLS

➤ How do I connect Cadulis to my CRM (HubSpot, Notion…)?
→ See the guide: Connect Cadulis to External Services

➤ Can I send my data to Pennylane or EBP?
→ Yes — via dedicated triggers

➤ Receive interventions automatically from an email inbox?
→ Yes — set up an external access of type “mailbox”

🌐 CUSTOMER PORTAL

➤ How do I activate the customer portal?
→ See the guide: Activate and Configure the Customer Portal

➤ Can I customize the information visible on the portal?
→ Yes, via configured forms

➤ Can I generate a unique link per customer?
→ Yes — via permanent code or link by SMS

📊 DASHBOARDS & ANALYTICS

➤ How do I access the global dashboard?
→ See the guide: Read and Use Dashboards

➤ What is the difference between Cadulis dashboards, Power BI, and Looker Studio?
→ See the guide: Read and Use Dashboards

🛠️ ADMINISTRATION & CONFIGURATION

➤ How do I modify the configuration of a Business Unit?
→ See the guide: Edit Business Unit Configuration

➤ Can I adapt costs or public holidays by region?
→ Yes — in the advanced BU configuration

🔒 SECURITY & TECHNOLOGIES

➤ Are the documents legally reliable?
→ Yes — timestamped, geolocated signatures, with blockchain storage
→ See the guide: Understand the Technologies Used by Cadulis

➤ Does Cadulis work during activity peaks?
→ Yes — thanks to the scalable Kubernetes infrastructure