Prevention is better than cure.

Quality preventive maintenance can seem impossible when you have hundreds of pieces of equipment. Not with Kafinea.

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Equipment monitoring

Keep an eye on all your equipment

Don’t let any of your work tools go to waste. With Kafinea’s Maintenance application, you can keep track of your fleet of vehicles, computers, electrical installations, office furniture and much more.

Thanks to customizable fields, you can create and track as many equipment categories as you like.

Maintenance operations

Assign tasks to your employees

Automatically assign tasks to the most qualified team for a given type of intervention, thanks to Kafinea ERP’s customizable workflows.

Record detailed inspection reports. In the event of an inspection, you’ll have a record of the regulatory checks carried out on your equipment.

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Automated reminders

Reduce your mental workload and the risk of forgetfulness

Let Kafinea remind you to carry out preventive maintenance. Your brain and equipment will thank you.

Ask to be notified when your vehicle is due for an inspection or oil change. Don’t forget to check your fire extinguishers every year.

Maintenance tickets

Teamwork for the well-being of your equipment

Give all your employees the possibility of entering maintenance tickets when they notice a problem on your premises: a burnt-out light bulb, a water leak, a blocked toilet, etc.

If you rent equipment to customers, they too can report technical problems to you by submitting a ticket via their access to your customer extranet.

Automation for maintenance

  • 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…

  • Reminder notifications

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

  • REST API

    Synchronize data in real time between the platform of your choice and your Kafinea instance.

  • Scheduled reports

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

  • Webhooks

    Send data to other platforms about an event that has just taken place.

Advanced maintenance features

  • Advanced access rights management

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

  • Comments and attachments

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

  • Customizable fields

    Add your own input fields, picklists, date selectors, URLs, etc.

  • 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.

  • Product barcodes and QR codes

    Define a barcode or QR code for each product and create customized automations.

  • 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.

  • 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 maintenance features

  • Adding images to files

    Illustrate your Kafinea records with an image.

  • Automatic entry of customer’s information

    Import all your customer’s information (postal address, SIRET number, email, etc.) into your documents simply by selecting it.

  • CSV import

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

  • Customizable blocks

    Divide your forms into accordion blocks to group your 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.

  • PDF format export

    Export the data of your choice in PDF format.

  • Personal calendar

    Add one-off or recurring activities and tasks to your personal Kafinea calendar and keep control of your schedule.

  • 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.

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