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

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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