Solutions Adapted For Your Needs
Organilog has designed a software product suitable for everyone to use according to exact business needs.
PRO | BUSINESS | PREMIUM | ||
---|---|---|---|---|
CUSTOMER MANAGEMENT | ||||
Customers Dashboard, customer portal, attachments, contacts |
✓ | ✓ | ✓ | |
Addresses Multi-site customers, geolocation |
✓ | ✓ | ✓ | |
Contracts Schedules, profitability, annual history |
✓ | ✓ | ✓ | |
Facilities Facility history, data sheets |
✓ | ✓ | ✓ | |
Facilities + Job history, history available via code to be scanned on the equipment |
✓ | ✓ | ✓ | |
Weekly email summary Facility history, data sheets |
✓ | ✓ | ✓ | |
Customized PDF reports Customize sections, colours, header template |
✓ | ✓ | ✓ | |
Files Archiving of all your files: Word documents, Excel, images, photos, PDF |
✓ | ✓ | ✓ | |
Tickets Job requests, customer requests, incidents, follow-up, form for adding tickets from the customer portal / from an email address, email notifications |
✓ | ✓ | ✓ | |
Ticket archiving Job requests, customer requests, incidents, follow-up, form for adding tickets from the customer portal / from an e-mail address, e-mail notifications |
✓ | ✓ | ✓ | |
Tickets + Support management via support@monentreprise.organilog.com |
✓ | ✓ | ||
Sales offers Tenders, categories, CRM features |
✓ | ✓ | ||
Multi-sites customer management For companies with several regional offices |
✓ | ✓ | ||
Contracts + Automatic renewal of contracts |
✓ | |||
SCHEDULES | ||||
Filters and views By team member, team, action, job category, billing status Recurrence management |
✓ | ✓ | ✓ | |
Managing recurrences Easily plan recurring jobs |
✓ | ✓ | ✓ | |
Team member schedules Send schedules to employees on the mobile app, by email or on a printable medium |
✓ | ✓ | ✓ | |
Work load Easily see the workload of employees on a given day |
✓ | |||
Jobs and Tasks | ||||
Dashboard Customizable, onsite tracking, notification sending and reports in one click |
✓ | ✓ | ✓ | |
Job site Planning, monitoring, reporting, profitability calculation |
✓ | ✓ | ✓ | |
Advanced tracking Maps, current actions, customer statistics, categories, vehicles |
✓ | ✓ | ✓ | |
Advanced statistics | ✓ | ✓ | ✓ | |
Archiving | ✓ | ✓ | ✓ | |
Send the PDF job report by email | ✓ | ✓ | ✓ | |
Bulk sending of job reports Send the reports by email to the contacts of the jobs completed during the day. |
✓ | ✓ | ||
Sync Outlook Calendar, Google Calendar ... | ✓ | ✓ | ||
SMS notification* ?* ? | ✓ | ✓ | ||
Satisfaction Survey | ✓ | ✓ | ||
Mass sending of satisfaction surveys Send satisfaction surveys to contacts of completed jobs within one day. |
✓ | ✓ | ||
Follow-up + Detection of schedule clashes (web application) Visualize previous and upcoming jobs |
✓ | |||
Job site + Public page of the job site |
✓ | |||
Range Advanced maintenance management |
✓ | |||
INVOICING | ||||
Quote Transform a request or a job into a quote in one click Follow-up by sales person, by period, by deadline Transform a quote into an invoice, manage recurring tasks and duplicate easily Customize content Follow-up of non-validated quotes |
✓ | ✓ | ||
Quote follow-up Notifications when quotes are consulted online |
✓ | |||
Online quote signatures | ✓ | ✓ | ||
Invoices Proformas, purchase orders, deposit invoices,, credit notes Recurrences, follow-up by period, by activity, statistics Customization of numbering and content, email dispatch Calculation of invoice profitability Unpaid invoice follow-up
| ✓ |
✓ |
| |
Delivery notes | ✓ | |||
8 Export formats | ✓ | ✓ | ||
Debit card payment via Stripe ? ? | ✓ | ✓ | ||
1 reminder level | ✓ | ✓ | ||
4 reminder levels | ✓ | |||
“Option" line within the quotes | ✓ | |||
PURCHASES AND STOCK | ||||
Products and services Product and service catalogue |
✓ | ✓ | ✓ | |
Inventory Monitor stock and manage stock movements Stock notifications with threshold limit ✓ |
✓ |
✓ |
| |
Multi-stock View stock by warehouse or by truck
| ✓ |
✓ |
| |
Orders Create, track and link orders to a site
| ✓ |
✓ |
| |
Suppliers
Place orders to suppliers in one click without re-entering
| ✓ |
✓ |
| |
HR | ||||
Employees Teams, skills, upcoming schedules |
✓ | ✓ | ✓ | |
Employees + Time management, automatic calculation of hours worked, holiday planning ✓ |
✓ |
✓ |
| |
Messaging | ✓ | ✓ | ✓ | |
Absences Manage absences, schedule view ✓ |
✓ |
✓ |
| |
Absences +
History, exports
✓ |
✓ |
✓ |
| |
Absence requests Make absence requests on Organilog
| ✓ |
✓ |
| |
HR monitoring
Training, authorizations, medical visits
✓ |
✓ |
✓ |
| |
Expense Claims
customizable, statuses and categories
| ✓ |
✓ |
| |
Objectives
tracking and measuring performance objectives
| ✓ |
✓ |
| |
Knowledge base
Save your knowledge so you don't lose it
|
| ✓ |
| |
Clocking in & out | ||||
Tables of clocking in and out times 100% customizable clocking in & out system, CSV export Clocking in & out via : QRcode (code to scan), application mobile, interface web, Code pin, API |
✓ | ✓ | ||
Presence in the morning Summary interface to view attendance/absences/delays in the morning
|
| ✓ |
| |
APPLICATION MOBILE - ONSITE | ||||
Access to the mobile application For any user with an Organilog licence = same account name, login and password Geolocation management |
✓ | ✓ | ✓ | |
Photos taken in the field Add captions to photos, write on photos ✓ |
✓ |
✓ |
| |
Customer signatures | ✓ | ✓ | ✓ | |
Send PDF Job reports by email | ✓ | ✓ | ✓ | |
Management of quotes, invoices and tickets | ✓ | ✓ | ✓ | |
BUSINESS SPECIAL FEATURES | ||||
Tax certificates for personal services (applicable in France) |
✓ | ✓ | ✓ | |
Immediate advance (Urssaf) (applicable in France) |
✓ | |||
Rental management | ✓ | ✓ | ||
Cerfa completion (1301, 15497) | ✓ | ✓ | ||
Management of refrigerant cylinders | ✓ | |||
Plug and play interconnection with Beds24 | ✓ | |||
Plug and play interconnection for time and attendance with Slack | ✓ | |||
Plug and play interconnection for ticket creation with Intercom | ✓ | |||
Consultation of some business software within the Organilog interface ? | ✓ | |||
MISCELLANEOUS | ||||
Support Unlimited access, 100% French support , by email, phone, instant messaging |
✓ | ✓ | ✓ | |
VIP Support Prioritized responses
|
| ✓ |
| |
Custom fields Unlimited creation ✓ |
✓ |
✓ |
| |
Data imports | ✓ | ✓ | ✓ | |
Data exports | ✓ | ✓ | ✓ | |
Daily backups | ✓ | ✓ | ✓ | |
API ? | ✓ | ✓ | ||
Search bar | ✓ | ✓ | ||
Multi-criteria search bar | ✓ | |||
Super Assistant Automate your daily life, from start to finish
|
| ✓ |
| |
Tailor-made roles Customized access restriction on the web application
|
| ✓ |
| |
Universal modules Create specific modules for your own needs and monitoring
|
| ✓ |
|
SMS notification* ?*
SMS messages are sent to customers to inform them that a team member has shown up to the job. The costs of SMS are included in the subscription fee.
Debit card payment via Stripe ?
The invoices issued from your Organilog account can be paid online by your customers. You can integrate the Stripe platform to obtain payment of these invoices easily.
API
Organilog has an API to interact with third-party applications such as your business software (CRM, ERP, Calendar, etc.) or your custom applications. This web service allows you to send and receive data between Organilog and other tools. Please note that this requires knowledge of computer development.
Consultation of some business software within the Organilog interface
Consulting pages within the Organilog interface
Organilog’s interface can open a web page within its interface. Note that this requires the other software to be available via a web page and that the latter must allow such a display
Basic
Start with peace of mind.
per month and per user
- Get a taster of most of the PRO package modules
Basic features
Discover the features
Pro
Become a professional business
per month and per user
- Use the mobile application
Mobile Application
The application turns a simple smartphone into a real mobile assistant.
- Create jobs and categorize them
Jobs
Take advantage of an interface that allows you to centralize and organize your jobs while adding them to your employees' schedules.
- Generate certain tax certificates
Tax certificates
Automatically generate your annual tax certificates.
- Manage your schedules
Schedule
An ergonomic interface to facilitate your planning, using simple "drag and drop". Schedules are automatically updated on your employees' phones.
- Optimize client follow-up
Client follow-up
Consolidate all customer information in one place, with all associated jobs, to ensure optimal follow-up.
- Manage human resources
human resources
Easily manage your teams with our dedicated HR module. Easily manage break times, absences and medical visits
- Process and categorize customer requests
customer Requests
Handle customer requests efficiently, filtering by priority.
- Manage your teams
Team management
Assign tasks and track your teams' progress.
- Centralize your stock
Stock management
Take advantage of a centralized management of your stocks.
- Send reports by email
job report
As soon as an job is completed, you can send the completion report easily using the mobile application.
- Calculate working hours
Working hours
Turn a simple phone into a real time clock to efficiently track and calculate work time.
- Calculate profitability per customer
Profitability
Forecast and measure profitability by job, using our interface.
- Provide an interface to your customers
Customer portal
Offer an interface to your customers so that they can consult invoices, jobs, schedules and much more!
- Manage your vehicles and equipment
equipment management
List your equipment on Organilog to automate its management and maintenance.
- Collect data easily
Data collect
From energy KPIs to fluid consumption, you can track all data related to your business.
- Centralize the management of several companies
Several companies
Manage multiple companies with a single interface.
- Manage training and authorizations
Training & authorizations
Don't get lost in tracking and managing training for your teams
Business
Boost your business.
per month per user
- Facilitate your invoicing
Invoicing
Simplify the creation and signing of your quotes and invoices, as well as downpayments.
- Online signing of quotes
signature of quotation
With Organilog, your customers can sign quotes online.
- Make absence requests
absence requests
Give your employees a quick way to make absence requests, which you can then validate.
- Receive invoices online
Online payment
Take advantage of our interface to collect your invoices online.
- Ensure quality control easily
Quality control
Send satisfaction surveys to constantly improve your quality of service.
- Add challenges and goals
Goals
Boost your teams and your company with challenges and objectives.
- Use our interconnections and APIs
Interconnexions & APIs
Google Sheets, Google Calendar, Email, SMS ... Organilog adapts to your tools and also allows you to use its own API (Advanced Use)
- Send SMS notifications
SMS notifications
With this module, you can send notices of completions by SMS.
- Take advantage of a Time clock system
Time clock system
Turn a smartphone into a real time clock or use it for tracking equipment with a QR code.
- Simplify the management of your documentation
documentation management
Automatically pre-fill your documentation with Organilog.
- Centralize your supplier orders
Supplier orders
Place your orders with suppliers.
- Send reports and questionnaires in bulk
Mass mailing of job reports and satisfaction surveys
Save considerable time at the end of the day by sending reports and surveys by email to the contacts of the jobs completed during the day.
Premium
Shift into autopilot.
per month per user
- Super assistant: automate your daily work from start to finish
Super assistant
The super assistant allows you to automate many tasks and send reminders.
- Multi-criteria search bar
Search bar
Find information related to a client or a job very easily
- Interim invoices
Interim invoices
Create individual invoices based on a percentage of completion of a service.
- Immediate advance (Urssaf)
Immediate advance
Send your personal service invoices directly to the Urssaf so that your clients can benefit from the immediate advance of the Cesu tax credit.
- Planning by team or job type
Planning by team or job type
Facilitate the management of your schedules
- Backlog management
Backlog management
Easily manage backlogs of supplier deliveries
- Observe rapidly the workload
Workload
Very practical to quickly visualize the workload of your employees over a day.
- Universal modules
Universal modules
The module that can be adapted to an infinite number of needs! Let your imagination run wild.
- "Plug and play" interconnection with Beds24
interconnectionion with Beds24
Very practical for concierge services, you can connect Organilog to Beds24.
- "Plug and play" interconnection with Slack and Intercom
Interconnection with Slack & Intercom
Connect Organilog to your favorite online messaging solution.
- Use of certain business software within the Organilog interface
Business software consultation on Organilog
Work with some business software such as Geoloc, within Organilog
- Advanced knowledge base
Knowledge base
Gather essential information to facilitate the integration of new employees and optimize communication.
- Different levels of invoice reminders
Invoice reminders
Optimize and automate the management of several levels of unpaid reminders.
- Maintenance range
Maintenance range
Group equipment into "ranges" to specify the type of maintenance to be done and note any common specifics, to ensure effective monitoring and maintenance of this equipment.
- Summary interface for morning clock-ins
Summary clock-ins
Discover at a glance, the possible delays of your employees at the beginning of the day.
- Detection of job clashes
Job clashes
For example, if you try to schedule a job for an employee who already has one scheduled at that time, you will be alerted.
- Previous/upcoming jobs
Previous/upcoming job
Navigate easily between the planned jobs to find your way around.
- Job sites visible on the schedule
Job sites visible on the schedule
The planned work sites are displayed directly on the schedule
- Notification when a quote is consulted online
follow-up on quotes
Receive a notification when a customer views one of your online quotes