Here you will find your types of personalized activities. That is to say all the models that you can use to carry out your activities.
For each type of activity:
- entry forms (mission, closure)
- reports (pdf, excel)
- planning settings
To adapt the default functioning of your activities
Title, duration, logo
The activities created will revert to the default settings of the model
Times, thresholds, lunch break ...
Purchase price, sale price, activation of accounting information
Restriction of assignments to certain powers
To customize the data
Personalization of the fields transmitted to the field worker to carry out the activity: documentation, information ...
Personalization of the fields entered by the field worker: results, customer information ...
Summary documents as requested by your principals, or by regulations (CERFA)
To automate your actions
Trigger a sending of SMS
For the customer, to warn him of the imminent arrival of the field worker, or in case of delay for example
Send report by email
To the customer or the client
Create a new activity
Depending on the results, possibility of creating follow-up, re-intervention ...