Maintenance & Intervention Management – CMMS – Dolibarr DoliPlus

Your maintenance and intervention management software – CMMS – Dolibarr DoliPlus supports you from planning to execution, including digital report and work order generation.
 
 
Dolibarr ERP Intervention Management
 

Orders & Quotes
In just a few clicks, you can create quotes, orders, annual service contracts, and link all this information by creating and scheduling intervention requests.
Your technicians, even from their mobile devices, can submit quote requests via customisable forms.

Planning & Purchases
Several user-friendly graphical interfaces allow you to view and assign work to operators.
Statuses indicate whether an intervention can be carried out – awaiting customer confirmation, parts purchase…
Tracking purchase orders and material receipts helps the planner update the schedule.

Customer Equipment Inventory
A database linked to forms makes it easy to create an inventory of equipment by families and types at the customer’s site.

Mobile App
A complete interface with messaging, calendar, document library, and intervention schedule gives operators the tools to complete their missions even in offline mode.
Forms created in DoliPlus are synchronised with the mobile app. (Equipment inventory, inspection reports, needs assessment for quotes…)
At closure, all information automatically returns to the office teams.
Option to dictate or type intervention reports directly on your smartphone.
Photos and GPS location in reports.
PDF report preview from the app.
Payment entry, invoice generation.

Reports
A fully customisable report generator allows you to personalise documents.
The report is sent to the customer at closure, either manually or automatically by email.

Invoicing
The software provides rigorous tracking of the invoicing process to ensure nothing is overlooked.
Invoice generation, recurring invoices based on service contracts,
Financial analysis includes job profitability, technician time, purchases, subcontracting, and invoicing.

Expense Management
Expense management, enhanced by the mobile app, allows you to create, modify, and approve expense reports and attach supporting documents.
Approved expenses are then converted into invoices and exported to accounting.
Predefined expense categories: “Restaurant”, “Flight”, “Taxi”,
Mileage calculation.

HR
Store all employee contracts in a document library,
Manage leave requests, attendance, and absences,
Expense reports,
Time sheets.