Get started with Cadulis easily

Opening Cadulis for the first time?

Don’t worry, you’re exactly where you need to be.

Before diving into scheduling or inviting your teams, it’s important to understand how Cadulis is structured, and above all, where to start so everything works perfectly from the outset.

🧠 Cadulis: a simple structure, designed for customization

Cadulis is a tool built to adapt to field service operations, no matter your industry.

To get started, you just need to understand its structure across three hierarchical levels:

✅ Your first step: enter your contact details

As soon as you arrive in Cadulis, a “Customize your contact details” button appears just above the calendar.

Your address will be used as the basis for scheduling and optimization calculations

Here’s what to do:

1. Click “Customize your contact details”, then “My address”
2. Enter your company’s address
3. Click “Verify address” to link it with Google Maps (important for geolocation)
4. Finish by clicking “Save”

💡 Tip Don’t rush to invite your team members. Start by adapting the demo data to match your reality.

🔧 What’s next? Here’s the recommended order to set up Cadulis

Follow this step-by-step logic for a smooth configuration:

1. Create your Business Unit (if the default one doesn’t match your structure)

2. Set up your Activities Give them clear names (e.g., “Camera Installation”, “AC Maintenance”) and link them to the right Business Unit

3. Create or edit the associated Forms Add useful fields: checkboxes, signatures, photos, etc.

4. Customize items in the Catalog Report types, scheduling parameters, financial fields…

5. Finally, invite your Team From the Team menu: add your collaborators, define their roles, or import them from a .csv file

📱 Did you know?

Cadulis looks the same whether you’re on a computer, tablet, or smartphone. No surprises, no distortion: the interface stays consistent, no matter the device.