frequently asked Questions


Quickly find answers to frequently asked questions as well as general information about Cadulis.

Starter Guide - Getting started

In the home submenu, you will find useful tabs for the daily use of the application:

  • activities and alerts
  • intervening for access to your planning and your tour cards
  • planning for team planning and tours
  • phoning for access to call stacks
  • research (intervention, clients or articles)
  • Dashboards

In the Parameters tab, you will have access to all the configuration of your business units, activities and data exports. The support tab allows you to report a bug and contact us. You can log out using the button at the bottom of the menu.

The home screen is made up of several parts, displayed or not depending on your roles in the business units.

Your interventions
This part appears if you are a technician of at least one business unit and presents the next interventions for your day.

Planning
This section is displayed for supervisors and administrators and provides direct access either to the team schedule or to the route map.

Critical interventions
This part is displayed for supervisors and administrators and displays the 10 interventions that present problems (not affected, not planned, not closed in time, address not located…).

Phoning
This part appears if you are a call center agent, call center supervisor or administrator.
If automatic scheduling is activated, you will have the "start calls" button to open the first call in the list.
If automatic scheduling is not activated, you will have the "take a call" button, the system will wait as well as the dialing software sends it a call reference to open the file.
You can also search for a call in the call stack (calls that are not closed, available immediately or scheduled later).

Research
This part is displayed for supervisors and administrators and allows you to search for customers, articles and interventions, over which you have the right of visibility.

Dashboard Two widgets are displayed: the intervention volume over two weeks and the activity for the day.

Action buttons
Create intervention, and Create call are only available if you have intervention or call types that can be created manually.
You can import interventions / interventions without localization / contact / tasks according to your existing activities by a csv file, thanks to the "import" button.
Plan interventions
- a single schedule per technician (Google calendar and Office calendar synchronization) for full visibility of availability
- your verified and located addresses
- display of routes and intervention locations on a map
- taking into account travel times and traffic
- proposal of the best time slot
- automatic assignment according to an algorithm (journey time, skills, earliest time slot, etc.)

Customize
- Display your information in the intervention and closure sheets, depending on the type of activity
- Configure forms to be completed by your teams (drop-down lists, text area, signatures, etc.)
- Manage the skills of your technicians and the skills required for interventions / activities
- Create a workflow by integrating send emails, phone calls, rescheduling in case of intervention failure

Intervene
- IOS and Android mobile applications available on stores
- configurable push notifications / send emails
- off line mode to continue working even outside the network

Manage your data
- customizable Excel and PDF report
- customizable indicators directly on the application
- export of reports or raw data, automatic email transmission
- data cube for real time values

Integrate your clients / teams and subcontractor
- fine management of information visibility
-web-service for automatic communications between tools

An innovative economic model:
- clear and unique price for all features (even those to come) € 0.53 per intervention
-you only pay for what you consume
-no engagement

Start with a simple project, to take charge of the functionalities and then complexify to use all the functionalities.

To plan interventions, you need:

  • From a business unit
  • One or more activity types, to configure in Settings> Activity types
  • One or more Technicians, attached to the business unit. Settings> Business Unit

When creating a business unit, only one administrator is linked to the BU, so you must give this administrator the role of technician or attach another user as a technician.

Do not hesitate to contact us, we can assist you in the configuration.

Each month, you have 20 free interventions. An intervention is "paid" when it is assigned to a field worker. Once the quotas have been exceeded, you can always create and plan interventions, but not assign them to a field worker.

We operate in prepayment, you credit your account directly online by paypal or transfer and then use your credits as you go, with no time limit.

Cadulis service is non-binding.

Activities / Interventions / Calls

In all forms and for the use of custom status, you may need to use variables, for example the date of the intervention or the technician who closed the intervention.
The variables are surrounded by braces {} (the whiskers).
There are 5 types of variables:

  • System variables
Coded Use
{system.dateTimeNow} the current date and time
{system.isEnvironmentProduction} if you are on app.cadulis.com, returns yes
if you are on integration.app.cadulis

  • The variables concerning the intervention, it is defined by {intervention. *}
Coded Use
{intervention.reference} the intervention reference
{intervention.date} the date of the intervention (planned date)
{intervention.address} the address of the intervention
{intervention.address.additional} additional address
{intervention.comment} comment on the intervention
{intervention.duration} duration of the intervention (planned duration)
{intervention.durationSeconds} duration in seconds
{intervention.status} has the value pending, canceled or terminated
{intervention.custom. *} for custom fields

  • Customer variables: {intervention.customer. *}
Coded Use
{intervention.customer.reference} client reference
{intervention.customer.name} client's name
{intervention.customer.mobile} cell phone number
{intervention.customer.phone} landline number
{intervention.customer.custom. *} for custom fields

  • Variables related to parent intervention: {intervention.parent. *}
When an intervention is created by a trigger on another intervention, the latter is called the parent intervention. For example if the creation of an intervention triggers a call or if the failed closure triggers a new intervention.
Coded Use
{intervention.parent.date} the date of the parent intervention
{intervention.parent.address} the address of the parent intervention
{intervention.parent.address.additional} the additional address
{intervention.parent.custom. *} for the personalized fields of the intervention sheet
{intervention.parent.report.custom. *} for the custom fields of the closing sheet

  • Variables relating to the closure of the intervention: {intervention.report. *}
Coded Use
{intervention.report.comment} closing comment
{intervention.report.status} takes the value OK or KO
{intervention.report.custom. *} for the custom fields of the closing sheet

For these last three categories, you can also use the custom fields that you have defined (in the forms, or intervention or customer file), using {intervention. *. Custom.lecode} by replacing "lecode" with the code that you defined by configuring your fields.

Cadulis allows you to have access to your interventions and forms even in the absence of a network. The information entered will not be synchronized and transmitted until the connection is returned.
To find out if you are synchronized, you can click on the check mark at the top right of the screen.
Offline mode
This checkmark is replaced by a cloud, if you are in the process of synchronization or by a cross if you are offline.
You will then have access to the list of elements being synchronized.

You can also force the offline mode, if your network coverage is low. The recorded information will be automatically sent to the server when you return online.
Calling the customer to plan, reminding the customer on D-1, satisfaction survey ... by integrating the calls into your intervention workflows you make your processes more reliable.
Calls can be made by a team or by an outside company. Unlike interventions, to be carried out at a fixed time, calls have date / time availability ranges. Scheduling is done to prioritize them and CADULIS can be interfaced with your calling software (VocalCom for example) to automatically trigger dialing. Skills are taken into account to assign calls to the most competent agents.
To integrate a call into your worflow, you must first create an activity type, based on the "Contact" type (Settings> Activity types> Create a new activity), then configure the different forms. For the call to be created automatically following an event (creation, closure of an intervention, etc.), a trigger must be configured in the activity concerned (Parameters> Types of activities> Operating parameters> Triggers) . You also have access to all your triggers in the Settings> Triggers menu.
With the customizable closing forms, you guide the call agent in a questionnaire that evolves over the answers.
Examples of phoning
The forms are used for intervention sheets (to transmit information to field workers) and for closing sheets (data to be completed by the technician or call agent). They consist of customizable blocks.
Here are the types of fields available:
Field type Use
Address a button allows you to check the address by google maps
check boxes when the list of choices is reduced
dated you can determine in what format the date should be entered
file your field workers can add attachments
hour you can determine in what format the time should be entered
dropdown list when the list of choices is long.
switch yes / no  
Photo your field workers can add photo pieces taken directly from their phone or recorded
GPS position to geolocate when there is no address
signature your customers / technicians can sign
displayed text to transmit information to your field workers.
short text to transmit information to your field workers.
text area (text to enter) to allow field workers to enter text
horizontal divider to lay out your forms
fields of the activity sheet to display a field in the intervention form
hidden fields so that information appears in the closure form exports without appearing for the field worker
fields on condition to assign a value to a field, based on the values of other fields (intervention sheet or closing sheet)

In all these fields, you can insert fields of type {intervention. ****. ****}, this field will display the value of the field for the intervention.

For example :
{interevention.date} is the date of the intervention
{intervention.customer. ***} concerns customer information related to the intervention
{intervention.custom. ***} displays the personalized fields of the intervention sheet
{intervention.report.custom. ***} displays the custom fields of the closing sheet.
The configuration of the field depends on its type, here a text area
offline
The layout defines the width of the block, depending on the size of the screen (mobile, tablet and computer). It is possible to create dependencies between the blocks to display or not the block according to the value of another block ( display conditions).
switch no
Form if switch is no
switch yes
Form if switch is yes
Save time!
The automatic assignment setting is enabled by default on your activities. You can also use the time slot proposal, which uses the same algorithm to present a grid of green, thunderstorm or red time slots, letting you choose manually.
Proposed time slots
Among the closest technicians, the algorithm calculates an availability score for each time slot according to distance and skills. The automatic assignment assigns to the most relevant technician on the first green time slot.
By default, the lunch break is floating and the day's schedules are 8 am-6pm (trips included).
The start address of a tour is the address defined in the technician account settings.

1) Mass import your interventions
2) Check the schedules and routes

Example with 4 technicians and interventions randomly distributed in Paris
Calculated tours
automatic assignment and route optimization

Calculated schedule
Planning with floating lunch break
When creating the activity type, you must enter the following information:
-The name of the type of activity
-On what type of activity is based:
Intervention: this is the most complete type
Intervention without localization: you will not have address and route management, so this type of intervention will not be billed.
Contact: no location, no assignment (the call falls into the call stack of a user with the role of "call center agent" depending on his skills), no planning but notions of "to do after ”and“ do before ”.
Task: localization, but no planning, or even intervention and closure forms, a task allows you to reserve a time slot in your calendar. This type of intervention is not billed.
-The business unit, if you are a director of several entities
-The visibility :
private: the interventions will only be visible to you members of the business unit, they will appear in black box on the schedules of the other BUs and with a localization bias on the cards of the other BUs, if the field operator also has a link with this other BU
shared: will be visible if you decide to share your types of interventions with other bu (see links between BU)
-The category is mandatory and allows you to organize your activities but you can create a single category and use it for all your interventions.
-The logo will appear on the schedule, on the intervention and closing sheets.
A large number of configuration options are available in Configuration> activity type
Configuration of activities
Configuration of activities
The activities can be created by hand or imported by csv, web-services… If you choose automatic assignment, the intervention will be assigned as soon as it is created to the nearest time slot and to the most relevant technician.
If the client is mandatory, you will have the choice between choosing an existing client or creating a client for your intervention / call.
You can activate or not a validation by the supervisors. The interventions to be validated by the supervisors will appear in the "Planning" tab.
The default duration is adjustable in increments of 5 min.
By configuring the triggers, you can send an email, create a new activity or send a notification by configuring a condition on a field of the intervention or closure form. For example, if an intervention is closed in failure then you can automatically send an email to the service manager.
Personalized statuses are there to help you calculate indicators for all of your activities. They are based on the code of the fields present in the intervention and closure sheets (see forms). For example, the rate of satisfied customers on customers who received a gift. The calculation of these fields can be launched on interventions prior to the date of creation of the personalized status.
From this screen, you can also configure the intervention form (information available to the technician) and the closing form (information to be completed by the technician).

You / Your team

Skills management is done in 3 stages:
1) Definition of skills. Configuration> business unit> skills. you just need to choose a name for your skills.
2) For each activity, you can define the required level (between 0 and 10). Either this requirement is blocking, no intervention or call will be assigned to the user if his skills are lower. Either this skill is non-blocking, if a user does not have the level, he will be disadvantaged when proposing a time slot and automatic assignment for interventions, and for organizing call stacks for calls.
3) By following the Parameters> businessUnit> users path, you can modify the skills of the connected users. The skills are thus defined for each user in each business unit.
Skills
Use of skills
The information provided in Settings> Account settings allows optimal use of the application:
-Your coordinates are the starting point for the tours assigned to you. If this address is not entered or is not recognized by the system, the calculation of the km cannot be taken into account to assign you interventions.
-a valid email address will allow you to recover your password in the event of loss or forgetfulness. If you do not have a valid email address, no administrator or Cadulis support function can help you in the event of password loss.
-You can change your password in this section
-In the Miscellaneous menu, you can define your default business unit
-The localization allows you to choose your language and your time zone (which can be different from that of the business unit, in this case, your personal planning and the summary planning of the business unit will not be on the same time zone).
-you can configure a synchronization of the appointments present in Google calendar or the Office calendar, by choosing whether they should appear completely, in black box or be invisible.
The Your activity menu presents the various events related to the application, your activities, your schedules.
The orange banners are included in the Alerts menu and show the elements that require action.
The white elements are information on the processes in progress.
The elements in green inform you of the success of a treatment.
Activity
Example of an activity page
A Business unit can represent a company or a team, they are used in particular to manage visibility in the sharing of information:
For example, a technician who belongs to your business unit will have access to your indicators, while a subcontractor technician will not have access to it.
The business unit is identified by its attachment code, you must send this code to your technicians, supervisor, call center agent so that it requests to be attached to your business unit.
Business unit attachment code
Business unit configuration page screenshot

You can allow access to Cadulis administrators, to facilitate configuration assistance.
You can use automatic call scheduling. In this case, all calls appear in a call stack that prioritizes the most urgent calls. Each call can be automatically forwarded to your number dialing software.
By choosing agent call locking, you ensure that there can be no changes to the call when an agent is filling out the closing form.
You can choose the reference time zone as well as the date display format.

The roles within a business unit can be:
-Administrator: Management of user connections and between business units, configuration of the business unit
-Technical administrator: can configure the types of activity, triggers, skills, articles ...
-Supervisor: Planning and final closing of interventions (when activated on the type of activity)
-Purchase financial supervisor: can see the financial information related to the purchase price
- sales financial supervisor: can see the financial information related to the sale price
- Call center supervisor: Planning and final closing of calls
-Technician: Closure of interventions assigned to him
- Team leader: if the participants activate the team leader delegation, the team leader sees during the schedules and can close the interventions assigned to his team. - Call center agent: Call closings assigned to him.
Links between Business Units: a user can be attached to several business units, he then has visibility according to his role on the two entities. The business units can have a subcontracting link, that is to say that only the intervention information passes from business unit to business unit.
See the video

Business Unit

There are several types of connections from your business unit:
Links with other business units:
This access makes it possible to configure in particular links between business units of the same company: for example several teams linked to a parent company
As a business unit administrator, you can request the attachment of your BU to another business unit in Cadulis (always thanks to its attachment code). This allows you to share (or not) a certain amount of information, from a kinship perspective (your business unit becomes the parent business unit). By making this request, you make available the information selected for the administrators of this business unit.
To access information from another business unit, it must activate the sharing of information to your business unit.
Connections between business units
Client access:
Client access allows you to authorize a connection from another tool, so that your clients can automatically send you information when they plan and modify interventions from their systems.
Subcontractor access:
The subcontractor accesses allow you to configure a connection to another tool, to send intervention information to your subcontractors. This access can allow you to send information to another Cadulis Business Unit, without establishing any family relationship.
In the Settings> Subcontractor access menu, you can configure the sending of information using the Rest methods.
Your subcontractor automatically receives the assignments assigned to him. By configuring the hooks, you can also send the information in the event of modification, closure, etc. of an intervention assigned to your subcontractor.
You can use our php sdk to configure your link: https://github.com/cadulis/sdk
The creation of a client access is the provision of an url allowing a third party to perform actions on the business unit. For example, an IT department can automatically create interventions in your business unit.
If one of your originator has a business unit on CADULIS, then you can use this access so that your originator plans directly in your planning. The ordering party can only have access to a grid of available time slots or to the full schedules of your technicians.
You can use the sdk (php) to configure your link.
Hooks are information sent by Cadulis on an Url, following a triggering event, affecting any intervention belonging to the type of activity to which access is open.
You can connect and communicate the different tools you use.
By invitation from the Business Unit settings:
Connection with a user
Invite users to join the business unit

All you have to do is enter the email address of the account you wish to invite and assign it a role. If this address does not correspond to any account, an email will be sent to invite the user to create an account on Cadulis.
The user will receive a push notification, will be able to accept this invitation and will be able to configure their visibility settings by going to settings> business unit.
User request
User attachment request
Attachment request

In the settings> Business unit, a user can send a connection request, for this he needs the connection code of the business unit.
The user can configure the information visible to the administrators and supervisors of the business units.
This configuration is specific for each user / business unit pair.

Your data

To present the fields of intervention, closing or custom statuses in an excel or pdf format, you can configure custom reports
You can set up several dashboards. Two dashboards (activities and closure) are available by default. You can choose the reference date (by default the current day) to consult the data histories.
In creating a dashboard, you must first choose a name, visibility and an automatic refresh time.
If you choose “private” visibility, this dashboard will not be accessible, even if you have chosen to share your dashboards with other business units. If you choose “shared” it will only be visible by the business units with which you have agreed to share your dashboards. In “public” visibility, the dashboard will be visible to any user.
Dashboard element
Widget edit page

Once the dashboard is created, you can add widgets to it, i.e. indicators and graphs. (edit widgets> Add widget). Many widgets are configured but if you want a specific indicator, choose "Custom rate".
You then choose the number of interventions to take into account for the numerator and then the denominator, by entering the values of the different statuses:
-status (main): pending, terminated, canceled
- closing status: KO or OK
-the different custom statuses, as you have defined them in Parameters> Activity type> Operating parameters.
For example to calculate the rate of dissatisfied customers:
1) provide a switch field with the code "satisfaction" on your closing forms
2) configure custom status # 1 simply equal to the value of this field which will be named {intervention.report.custom.satisfaction}
Dashboard element
Custom status 1

3) create an indicator that will have the intervention as a numerator with custom status # 1 equal to 'no', without changing the denominator (to take into account all the interventions, you will have a% of dissatisfied customers
In the Settings> Data exports menu, you can configure how the data is made available or sent automatically:
Dashboard element
Export configuration

Even if an activity is shared between several business units, the export is only configured for one business unit.
By activating the data source (then save) an url appears. By entering this url in a web browser or data manager, as an external data source, you will have access to all of the fields of your interventions (intervention, closure sheet, custom statuses, etc.), in time real.
You can also download the configuration file from the excel source, to set up a data cube.
An automatic export in csv, sent as an attachment in an email is also available. Enter the recipients (email addresses), the days and times of exports as well as the separator format.