Field data collection that lands straight in your ERP

Your DoliPlus solution includes field data collection your teams fill in on site, tied directly to the company database:

  • forms you build by settings alone — no development;
  • values, states and photos captured on the spot;
  • entry that works at the desk or out in the field, with or without network;
  • a document generated from the collected data, photos and location included;
  • email alerts, per-group rights and automatic events on each form.

As a result, the information is entered once — not on paper first and on a computer afterwards. DoliPlus is the enhanced cloud edition of Dolibarr, the open-source ERP & CRM used across Europe.

💡 Good to know: the screenshots in this guide currently show the French interface. However, buttons and screens keep exactly the same layout whatever the display language.

 

Why field data collection deserves attention

Entering the same thing twice — on paper, then on a computer — breeds mistakes. Moreover, it wastes valuable time.

With this tool built into your ERP, you set your online forms up as you see fit. Consequently, the information is captured once and only once.

Field data collection you configure entirely yourself

The platform gives professionals what they need: you build your survey forms through settings, without any development.

A powerful, straightforward visual editor structures the information at the moment of entry. You therefore capture values, states or photos.

Besides, entry works just as well at the desk as out in the field, with or without a network connection.

DoliPlus then produces a document from the field data, with photos and a location point.

On each form, you may also configure:

  • several email alerts;
  • a set of rights per group or per user;
  • automatic actions and events;
  • voice dictation on mobile.

Finally, you attach your forms to the processes of your ERP. The data gathered on site therefore stays readable from:

  • a quote,
  • a sales order,
  • an opportunity,
  • a project,
  • a company record.

Besides, DoliPlus offers dedicated tools for these particular needs:

  • site progress tracking,
  • job reports,
  • weekly timesheets,
  • expense reports.

Form list: the administration screen

administration screen for field data collection in DoliPlus

Forms attached to a quote

field data collection form attached to a DoliPlus quote

Building your forms with custom fields

To go further, see the custom fields chapter.

Related Entrées