Assemble an intervention team that will outplay SWAT.

Planning, organizing and prioritizing in-house and customer maintenance operations can be a real headache. Not with Kafinea.

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Planning and subcontracting

Recruit and organize your contractors

Publish forms directly on your web sites for speakers to register. Once a speaker has been approved, he or she can manage his or her own availability and view upcoming events on the extranet.

Precisely control who has access to what, and be sure that there will always be the right number of people for your operations.

Time sheets

Generate timesheets automatically

Generate timesheets automatically, whatever the size of the job. Integrate QR codes to be scanned on site to start and end a timer. Then use these timesheets for automatic invoicing.

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Intervention billing

Estimate your costs accurately and invoice efficiently

Whether invoicing is based on a fixed price or on time spent, automatically aggregate all the billable elements of a job and automatically send the invoice to the customer. Whether you have 1 or 1,000 contractors, you can concentrate on service quality rather than paperwork, and increase your customer satisfaction.

Reports

Keep track of the work you do

Customize your report templates, have them filled in by your operators and keep a record of the operations carried out and the equipment used. These reports can then be stored or sent to your customer as a written record of the maintenance operations carried out on their premises.

Automation for interventions

  • Connected webforms

    Import data received from a contact form and use it in Kafinea.

  • Customizable workflows

    Create your own workflows to automate the creation of a form, the updating of a field, the sending of an email and much more.

  • Reminder notifications

    Customize your reminders (pop-up window, email or SMS) and their triggers.

  • Scheduled reports

    Set up the periodic emailing of a spreadsheet or graphic report.

Advanced intervention features

  • Advanced access rights management

    Choose which actions are doable or which information is visible to a group of users, down to each field.

  • Application management

    Open jobs or tasks and allow users to make themselves available.

  • Comments and attachments

    Share information and documents with colleagues via the Comments block on Kafinea records.

  • Dynamic email templates

    Create your own dynamic email templates easily using shortcodes.

  • Dynamic PDF templates

    Design as many dynamic PDF templates as you like using shortcodes.

  • Picklists dependency

    Create a relationship between two picklists so that the choices available in one dynamically adapt to the choice made in the other.

  • Relational tabs

    Switch from one record to another linked record with a single click via relational tabs.

  • Reports and charts

    View key information on the module of your choice in real time via spreadsheets and graphical reports.

  • Sending text messages

    Send a text message to a prospect, customer, supplier or colleague in just one click from their record.

  • Tag filtering

    Group different records together under the same tag to find them easily in one place, even if they belong to different modules.

Basic intervention features

  • CSV import

    Import data via a CSV file by mapping columns in the original file to Kafinea fields.

  • Customizable dashboards

    Create your own individual dashboards and easily find the information that matters to you.

  • Customizable file naming conventions

    Set prefixes and suffixes for your document names and their incrementation.

  • Dynamic widgets

    Create your own widgets on your dashboards and visualize your data more easily.

  • Filtered views

    Create data lists with filtered views you need on a regular basis and save time.

  • Manual creation

    Generate simple, clear and professional documents in just a few clicks.

  • PDF format export

    Export the data of your choice in PDF format.

  • Priority filtering

    Define a priority level for each record to make it easier to deal with emergencies.

  • Record follow-up

    Be notified when a record you are monitoring is updated by one of your colleagues.

  • Records duplication

    Duplicate any record in one click.

  • Sending email

    Send an email to a prospect, customer, supplier or colleague in just one click from their record.

  • Time tracking

    Keep track of the time spent by each employee on a specific project.

Related pages

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