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A copy button at the end of the reference of your proposals, orders, invoices, projects, products… and on the third party card for the name, email, phone and customer code. One click, a tick: it's copied. Enabled object by object.
MBI Propale History turns the successive revisions of a commercial proposal into a single, traceable version history, directly inside Dolibarr.
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Doli Site Inspection lets inspection and maintenance companies carry out their periodic checks in Dolibarr: equipment base by site, check grids by family of equipment, field readings with photos, a repair proposal for each non-compliance, a PDF report sent to the customer, the next visit scheduled in the agenda.
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The module covers:
- the equipment base of each site, by location, with its inspection history;
- the inspection checklists of each family of equipment, defined by the company according to its own standards;
- the inspection rounds, one per visit, each taking over the equipment base of the previous one;
- the field readings, with observations and photos;
- the non-compliances, with a repair proposal and a follow-up until the findings are closed out;
- the inspection report, issued as a PDF and sent to the customer;
- the scheduling of the next due dates in the Dolibarr agenda;
- the inspection templates, to deploy a proven organisation on a new site;
- the overview of the whole base: sites, equipment, open non-compliances, pending proposals.
Full documentation, in English and in French, shipped with the module and online:
https://framagit.org/doli/modules/dolisiteinspection/-/blob/main/doc/USER-GUIDE.md
Support: https://framagit.org/doli/modules/dolisiteinspection/-/issues
Dolibarr 21.0 or newer, tested on 23.0.3.
Changelog: 1.0.0 (beta), first published version.
https://framagit.org/doli/modules/dolisiteinspection/-/blob/main/ChangeLog.md