Service Contracts

Relax, Kafinea manages them for you.

Difficult to track service contracts effectively and maintain proactive communication with clients. Not with Kafinea.

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Tracking & Invoicing

Manage your client contracts simply

Implement automated invoicing for your contracts and reduce your mental workload. Manage multiple contracts with Kafinea’s Service Contracts module:

  • maintenance
  • support
  • subcontracting
  • equipment rental
  • cloud computing
  • and much more!

Customer Support

Synchronize your clients’ requests with their contract

The Service Contracts and Tickets modules are directly connected. Open extranet access to your clients and give them the ability to submit tickets related to one of their active contracts.

Facilitate information exchange between your different departments, which can access ongoing tickets from the client account or from the service contract.

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Data Intelligence

Analyze and decide based on actionable data

Using the KPIs defined on your Kafinea instance, leverage data related to your service contracts by converting them into reports and graphs. View these visuals on your dashboards through dynamic widgets.

Automated Communication

Stay in touch with your clients

Connect your SMTP server to your Kafinea instance and automate your communication with clients. Automatically notify them when their service or rental contract is nearing its end. No more oversights!

Automation at the service of service contracts

  • AI Assistant for Text Fields

    Automatically summarize, expand, rephrase, or correct your textual content to gain precision and fluidity.

  • AI Prompt

    Use AI in Kafinea workflows to understand a situation and automate actions.

  • AI-powered advanced search

    Benefit from intelligent search that goes beyond semantics, understands the meaning of your queries, and provides relevant results.

  • AI-Powered Automations

    Integrate AI prompts into your workflows to automate calculations, analyses, and decision-making based on your ERP data.

  • Autonomous AI Agents

    Entrust complex missions to intelligent agents who break down tasks, execute them in the necessary order, and continuously adapt their actions.

  • Customizable price lists

    Create and apply specific price lists for your customers and suppliers to save time during your transactions.

  • Customizable workflows

    Create your workflows to automate record creation, field updates, email sending, and much more.

  • Electronic signature

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

  • Interactive AI Chatbot

    Ask questions about the data you have access to and receive instant answers, in text, tabular, or graphical format.

  • MCP Server for External AI

    Connect external artificial intelligence to Kafinea to enhance your automated processes and expand your capabilities.

  • 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

    Configure periodic email delivery of a report in table or chart format.

  • Webhooks

    Send data to other platforms regarding an event that has just occurred.

Advanced service contract management features

  • Advanced per-user access rights

    Choose which actions are allowed or which information is visible for each user, down to the field level.

  • Comments with Attachments

    Share information and documents between collaborators via the Comments block in Kafinea records.

  • Customizable fields

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

  • Dependent Picklists

    Establish a relationship between two picklists, enabling the choices in one to dynamically adjust based on the selection in the other.

  • Dynamic and Customizable Email Templates

    Easily create your own dynamic email templates using shortcodes.

  • Dynamic and customizable PDF templates

    Design as many dynamic PDF templates as desired using shortcodes.

  • Filtering records by tag

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

  • Relational tabs

    Switch from one record to another related record in one click via relational tabs.

  • Reports and Charts

    Visualize real-time key information from your chosen module via tabular and graphical reports.

Basic service contract management features

  • Auto-fill Client Information

    Simply import all client information (postal address, SIRET number, email, etc.) into your documents by selecting the client.

  • CSV Data Import

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

  • Custom naming sequences

    Set the prefixes and suffixes for your document names and their incrementing.

  • Customizable blocks

    Organize your records into accordion blocks to group your fields.

  • Customizable dashboards

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

  • Dynamic Widgets

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

  • Export Data to PDF Format

    Export the data of your choice to PDF format.

  • Filter tickets by priority

    Set a priority level for each ticket to make it easier to handle urgent requests.

  • Filtered views

    Create data lists with filtered views that you require on a regular basis.

  • Illustration Images

    Illustrate your listings with an image for easier identification within your interfaces.

  • Manual Payment Entry

    Manually enter a payment received in person, such as by check or cash.

  • Personal Calendar

    Add one-time or recurring activities and tasks to your Kafinea calendar and manage your schedule.

  • Record duplication

    Duplicate a record in one click.

  • Record Tracking

    Be notified of updates to a record you follow, resulting from an action by a colleague or an automation.

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