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All CollectionsQuick Start GuideGetting Started With Organilog
INSTALLATION: for a successful installation, follow the guide...
INSTALLATION: for a successful installation, follow the guide...

Here are the 4 key steps for setting up your Organilog account.

Tony Archambeau avatar
Written by Tony Archambeau
Updated over a year ago

1. Import the list of your customers and addresses.

  • Download the blank template below and, optionally, complete it with your data, or check the conformity of your file.

  • You also have the option of performing the import yourself by following the instructions detailed in the following article:

  • Our teams take care of everything: send your file to the following email address.

  • Do not hesitate to detail your instructions in the body of the email if necessary.

  • We can also import the following data: list of equipment, history of interventions, quotes and invoices (1 line + total amount excl. tax / incl. tax), list of contracts, tickets, products and services, contributors, credit notes, and routes.

    Cost of the service: on an estimate, according to file.

To place an order from your Organilog account, click on [?] > "👍Our services".

  • Note: the import of customers and addresses does not include the geolocation of addresses.

2. Customize a PDF document with your company colors.

  • If you wish, our teams can also take care of customizing one of the PDF files generated by our solution, from the following list: intervention report, quote, invoice, equipment, contract, ticket, and order.

  • Send us your model, as well as your logo in image format (JPG or PNG).
    support@adalgo.organilog.com

  • You can also order the creation of a custom logo or the personalization of your other PDF documents, from your account, by clicking on [?] > "Our services".


3. Relax and take advantage of the considerable time savings that our professional software solution will bring you on a daily basis! 😊

  • Any doubt or questions? View our Documentation base. Enter your keyword and use our content (articles and videos) to adopt good habits and optimize your use.

  • You can also call on our experts and contact support via our instant messaging service (service available Monday to Friday, 9 a.m. to 6 p.m.).

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