Relax, Kafinea handles your service contrats for you.

It’s hard to keep track of your service contracts and maintain proactive communication with your customers. Not with Kafinea.

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Follow-up & billing

Easily manage your customer contracts

Set up automated invoicing of your contracts and relieve your mental workload. Manage a multitude of contracts with Kafinea’s Service Contracts module:

  • maintenance
  • support
  • outsourcing
  • rental of goods
  • cloud computing
  • and much more!

Customer support

Synchronize your customers’ requests with their contracts

The Service Contracts and Tickets modules are directly connected. Open an extranet access to your customers and give them the possibility of submitting tickets linked to one of their current contracts.

Facilitate the exchange of information between your various departments, which can retrieve current tickets from the customer account or service contract.

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Data Intelligence

Analyze and make decisions based on actionable data

Thanks to the KPIs defined on your Kafinea instance, exploit the data linked to your service contracts by translating them into reports and graphs. Use dynamic widgets to display these visuals on your dashboards.

Automated communication

Keep in touch with your customers

Connect your SMTP server to your Kafinea instance and automate communication with your customers. Notify them automatically when their service or rental contract comes to an end. No more forgetting!

Automation for service contracts

  • Customizable price books

    Create and apply specific price books for your customers and suppliers and save time in your transactions.

  • 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.

  • Electronic signature

    Send your documents for electronic signature directly from Kafinea and trigger actions as soon as the signature is received.

  • 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 service contracts 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.

  • 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 service contracts 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.

  • Manual creation

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

  • Manual payment entry

    Manually enter a payment received physically, by check or cash for example.

  • 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.

Related pages

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