Development · integration · reverse engineeringOstwald · Alsace · Remote projectscontact@dtouch.fr
Service companies

Dolibarr: from planning to reporting

Technical planning, exchanges with Zimbra and mobile vouchers: link the office, the technician and the file.

ContextCommercial management and interventions
InterventionAdaptation, integration & maintenance
Over timeDevelopments over several years

A folder shared by several roles

The office prepares the appointments, the technicians intervene and the administration finds the elements necessary for follow-up. Times, locations, contacts and documents must remain linked to the same matter.

Planning and synchronization

Developments around Planningtech include the view of teams and appointments as well as exchanges with Zimbra. Recurrences, their exceptions and modifications are business cases to be handled explicitly. A common identifier allows you to recognize an appointment that has already been synchronized.

Controlling deletions and distinguishing between events tracked by the connector and other events contribute to overall reliability.

The field intervention voucher

Interventiondesk brings together the location, reason, times, services and elements of the report. Mobile use includes taking serial photos and accessing useful information on site.

The adaptations also take into account contacts, areas of intervention, contracts and links with the documents in the file. The screen must support the technician's work and allow the office to collect usable information.

Documents that can be used until the case is followed up

PDF models, sales documents and product imports extend this journey. Modules are checked in their interaction with the rights, fields and other extensions of each instance.

This approach brings together design, specific development, integration and maintenance of tools used in the Alltech and Cloudlab / Agedis environments.

Features depend on the scope and configuration of each environment. Specific modules and integrated third-party extensions are distinguished during the study.

Dolibarr · complete courses

Plan. To intervene.
Find the rooms.

Developments that connect the organization of teams, the field and documents. The screens below are from the test environment; the presentation data is fictitious.

Weekly view of the technical planning Dolibarr, with teams and slotsEnlarge
Planningtech · real interface · names, places and labels replaced for demonstration.
Quick entry interface with side-by-side document and invoice fieldsEnlarge
Documentary import · real interface · document and demo values, without registration.
01 / ORGANIZATION

Planning & diaries

Teams, appointments, recurrences and exchanges with Zimbra.

03 / DOCUMENTS

Imports & parts

Source document, data entry preparation and verifications in the same process.

04 / MANAGEMENT

PDF & business rules

Quotes, invoices, vouchers and supplier data adapted to the activity.

A tool in the field

The file follows
the technician.

The location, motive, time and report are combined in the mobile voucher. The elements of the field join the company file.

  • Find the place and useful contacts
  • Resuming schedules and benefits
  • Add photos and prepare the report
Dolibarr intervention voucher on mobile, with site information and reportEnlarge
Interventiondesk · real interface · all file information is replaced with demo data.
Understanding the exchanges

The load, emergencies and milestones respond to each other.

The planning links requests, priorities, internal teams and offshore partners. Feedback allows you to adjust the next steps.

The load, emergencies and milestones respond to each other.Enlarge the diagram
  1. 01

    Requests

    File and calendar

    Support • deadline • reference
    Qualifying the demand ▼
  2. 02

    Priorities

    Text and color tags

    Urgent • margin • excluding schedule
    Assign load ↓
  3. 03

    Distribution

    Load and capacities

    Teams • offshore partners
    Organize tasks ↓
  4. 04

    Execution

    Editing and fixes

    Shipments • returns • progress
    Follow the steps ▼
  5. 05

    Production milestones

    Document Steps

    Editing • bonus • BAT
    Update context ↓
  6. 06

    Adjustment

    Preparing for the rest of the file

    Returns • alerts • arbitrations
The load, emergencies and milestones respond to each other.Enlarge the diagram
Functional diagram · synthetic reading of flows and control points.
Prioritize

Make emergencies and margins visible in tasks.

Divide

Bringing capacity and stakeholders closer together.

Adjust

Provide feedback to prepare for further production.

Your job deserves
the right tools.

A specific need, a software to evolve, a project to frame.

Exchange on your project

Complementary expertise, the same high standards.