CUSTOMIZE DOLIBARR
Budget: €250 – €750 EUR
1. Background
We would like to create a module for the management of technical services within DOLIBARR for the management of the company with the services of invoicing, accounting, stock management, etc.
2. Objectives
The objective of this project is to create and integrate certain modules of DOLIBARR to facilitate the monitoring of projects, interventions, technical actions and schedules from technicians to salespeople;
This will allow the sales representatives in charge of the projects to have a clear view of the evolution of their own, the availability of the technicians to thus make a better report to the customers.
3. Description of features
a module allowing us to manage and plan field interventions with ease thanks to its various functionalities:
Planning: assignment of interventions via a simple drag and drop thanks to a simple and intuitive application.
The application allows you to create a schedule of interventions, whether weekly or monthly. It also contains a planning engine and skills management: the latter makes it possible, depending on the skills needed, to find the maintenance technicians authorized to intervene.
Mapping and geolocation: tracking movements in real time. This feature allows you to display a roadmap with the routes and geolocation of technicians in real time. Schedules can be scheduled from the map or using the ScheduleAssist tool. This feature also displays the estimated time and route for each technician, taking into account the current traffic situation.
Intervention management: through advanced search.
The software offers an instantly searchable list of interventions as well as real-time monitoring. The management can be done in the form of a portfolio in order to have an organizational logic, ranging from the pre-visit to the management of the contracts. Intervention reports can also be made available to customers.
Reporting: Flexibility in reporting.
Reports are fully customizable and adapt to mobile use by offering automated delivery. Interventions can also be broken down into multiple reports in order to duplicate one report per equipment to be maintained.
Customer service: designed for customer service, with a database adapted to its use.
The CRM is organized in a logical order of data: customers, sites, equipment. It is then possible to add as many fields as necessary, and to tag and filter to organize the data. In addition, each client has their own personalized access portal which even allows them to request an intervention online.
Customization: Fully configurable software.
The software allows you to choose from a wide selection of configuration options and also allows you to configure on mobile to define what each technician can or cannot do. It is also possible to export data on specific defined criteria.
4. Product Acceptability Criteria
The solutions to be integrated must meet several acceptability criteria;
Reporting of technical projects carried out, in progress
Monitoring the schedule of technicians, the agenda of technicians
Intervention management
Integration of communication tools such as Teams,, WhatsApp for collaboration
II. Expression of needs
1. Functional needs
•Create a MODULE taking into account all the services defined above:
project reports, interventions, ongoing planning….
Reporting of technical projects carried out, in progress
Monitoring the schedule of technicians, the agenda of technicians
Intervention management
Integration of communication tools such as Teams, Outlook, WhatsApp
2. Non-functional needs
The objective is to integrate the management within our Dolibarr MANAGEMENT ERP
III. Progress of the project
1.Quality Assurance Plan
The quality of the deliverables may be checked by the NUCLEUS contracting authority through various meetings. The application can also be tested and clear training must be provided to users.
2. Literature
A "README.pdf" document will accompany the deliverables, it will contain various information concerning the application, its use, various examples and tests to be carried out to verify its proper functioning and maintenance.
The code will also be self-documenting to allow its reuse as easily as possible.
4- email receive in send module
5- create and interactive agenda that is share for all team
We would like to create a module for the management of technical services within DOLIBARR for the management of the company with the services of invoicing, accounting, stock management, etc.
2. Objectives
The objective of this project is to create and integrate certain modules of DOLIBARR to facilitate the monitoring of projects, interventions, technical actions and schedules from technicians to salespeople;
This will allow the sales representatives in charge of the projects to have a clear view of the evolution of their own, the availability of the technicians to thus make a better report to the customers.
3. Description of features
a module allowing us to manage and plan field interventions with ease thanks to its various functionalities:
Planning: assignment of interventions via a simple drag and drop thanks to a simple and intuitive application.
The application allows you to create a schedule of interventions, whether weekly or monthly. It also contains a planning engine and skills management: the latter makes it possible, depending on the skills needed, to find the maintenance technicians authorized to intervene.
Mapping and geolocation: tracking movements in real time. This feature allows you to display a roadmap with the routes and geolocation of technicians in real time. Schedules can be scheduled from the map or using the ScheduleAssist tool. This feature also displays the estimated time and route for each technician, taking into account the current traffic situation.
Intervention management: through advanced search.
The software offers an instantly searchable list of interventions as well as real-time monitoring. The management can be done in the form of a portfolio in order to have an organizational logic, ranging from the pre-visit to the management of the contracts. Intervention reports can also be made available to customers.
Reporting: Flexibility in reporting.
Reports are fully customizable and adapt to mobile use by offering automated delivery. Interventions can also be broken down into multiple reports in order to duplicate one report per equipment to be maintained.
Customer service: designed for customer service, with a database adapted to its use.
The CRM is organized in a logical order of data: customers, sites, equipment. It is then possible to add as many fields as necessary, and to tag and filter to organize the data. In addition, each client has their own personalized access portal which even allows them to request an intervention online.
Customization: Fully configurable software.
The software allows you to choose from a wide selection of configuration options and also allows you to configure on mobile to define what each technician can or cannot do. It is also possible to export data on specific defined criteria.
4. Product Acceptability Criteria
The solutions to be integrated must meet several acceptability criteria;
Reporting of technical projects carried out, in progress
Monitoring the schedule of technicians, the agenda of technicians
Intervention management
Integration of communication tools such as Teams,, WhatsApp for collaboration
II. Expression of needs
1. Functional needs
•Create a MODULE taking into account all the services defined above:
project reports, interventions, ongoing planning….
Reporting of technical projects carried out, in progress
Monitoring the schedule of technicians, the agenda of technicians
Intervention management
Integration of communication tools such as Teams, Outlook, WhatsApp
2. Non-functional needs
The objective is to integrate the management within our Dolibarr MANAGEMENT ERP
III. Progress of the project
1.Quality Assurance Plan
The quality of the deliverables may be checked by the NUCLEUS contracting authority through various meetings. The application can also be tested and clear training must be provided to users.
2. Literature
A "README.pdf" document will accompany the deliverables, it will contain various information concerning the application, its use, various examples and tests to be carried out to verify its proper functioning and maintenance.
The code will also be self-documenting to allow its reuse as easily as possible.
4- email receive in send module
5- create and interactive agenda that is share for all team