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 to ensure everything works perfectly from the outset.

🧠 Cadulis: a simple structure, designed to be customized

Cadulis is a tool built to adapt to field service professions, regardless of your industry.

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

✅ Your first action: 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 are the steps to follow:

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

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

🔧 What’s next? Here’s the recommended order to properly configure Cadulis

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

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”, “Air Conditioning Maintenance”) and link them to the appropriate Business Unit

3. Create or edit the associated Forms
   Add the necessary 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 colleagues, assign their roles, or import them from a .csv file

📱 Did you know?

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