Organilog

Tony Archambeau

Job management

How to quickly add/ duplicate an intervention

Create multiple interventions with multiple creation feature

Multiple creation feature

How to use the recurrence creation module

Creating a recurring intervention

Add client from the intervention form

How to set a default duration for jobs

How to manage a job with multiple visits?

Activity types

Plan and track jobs with "Provisional" status

Manage provisional jobs

Common actions

Delete / Reactivate an intervention

Lock a job

Adding products to an intervention

Import product data

Manage hourly rate by intervention category

Multi-user Interventions

Add more than one team member to an intervention.

Multi-user management

Schedule management

How to change the colour of a team member in the planning?

Organilog allows you to choose a weekly or monthly schedule and even a personalised schedule (number of days of your choice).

Planning: day, week, month view, etc.

Organilog offers a highly customisable schedule: you can choose the information to be displayed in the table

Planning: customise the information visible on interventions

View an Employee's Monthly Schedule

Send weekly schedules to your employees from Organilog

Send employee schedules via email

Sync interventions with Google Calendar, Outlook, and Apple Calendar

Pre-job Notification/Alert Management

View employee occupancy percentages for a given day directly on the schedule.

View workload on the schedule

Send a report to a client

Send bulk reports

Send appointment updates via email

Measure customer satisfaction through " Requests " and "Jobs" modules

How to measure customer satisfaction with Organilog

Modify and retrieve billing status of an intervention

How do I track my invoices?

Export interventions

Help with exporting data to Excel spreadsheet

Export data table to Excel

How to create a template for a group of jobs

Set up a job template

Partagez de bonnes ondes !

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.