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Manage employee training, competencies, qualification, requalification, SOP retraining, evidence documents, audit trail, PDF training records and automatic email reminders directly in Dolibarr.
Create quotes, orders, invoices and manufacturing orders that match your brand, without coding. Visual drag-and-drop editor, unlimited templates, premium designs to use as a starting point, letterheads, PDF terms and conditions, subtotals, QR codes... Your templates appear directly in Dolibarr's PDF template list.
Project management or collaborative features
Brief project displays an overview of the projects' details directly in the list view, letting users see and compare informations without needing to click through each project individually.
Link your third parties together (subsidiaries, partners, providers...) and see your whole business network on an interactive map.
DoliStrategy is the first module of NEXT GESTION's Business Strategy range. It connects the entire strategic cycle in a single cockpit and lets leadership answer, from Dolibarr: what is our strategy, are we ahead or behind, which KPI are struggling, which projects serve which objectives, how much do we invest and for what benefits, which…
The native Dolibarr Projects module stores projects and tasks. It does not tell you whether a project will stay within its budget, which task is blocking the delivery, who will be overloaded next week, or how many billable hours are still waiting to be invoiced.
Manage your construction projects in Dolibarr: projects and contracts, job orders, planned vs actual job cost sheets (materials, labour, overheads), material requisitions (BOQ) with approval workflow, subcontractors and PDF reports.
Manage the Bills of Quantities (BOQ) of your construction and contracting projects in Dolibarr: reusable estimate templates, tab based BOQ form with Materials, Labours, Overhead and Signatures, quotation creation, manager signature and a customer portal where your customers view, sign and accept their BOQs and print the PDF report.
Manage the whole life cycle of your government and private sector tenders, from the tender notice to the award: a complete bid file, detailed cost estimation, document management, work location on Google Maps, weighted evaluation and project creation in one click.
Invoice your construction contracts on progress: from a sales order or a purchase order, issue interim payment certificates period after period, with certified quantity tracking, retention money, advance recovery, approval workflow and automatic invoice generation.
Give your customers a dedicated space to view invoices and documents, accept quotes and follow their projects, interventions and deliveries. A customer extranet integrated with Dolibarr.
Move a task to another project with its sub-tasks, time spent and documents. Dolibarr can clone a task (and, since version 20, merge it), not move it.
Turn Dolibarr into a complete ERP for second-fix and finishing contractors: projects, sites with phases, lots and zones, works board, site log, timesheets, stakeholders, subcontractors, trade teams, tenders and contracts, quotes on quantity take-offs, technical studies, materials and stock, purchasing, equipment, HSE, quality and snags, documents, monthly situations and reporting.
Turn Dolibarr into a complete road freight platform: control tower, transport orders, order pipeline, shipment tracking, proofs of delivery, tour planning, tours, vehicles, trailers, maintenance, fuel, drivers and licences, subcontractors, charters, tariff grids, quotations, invoicing, goods types, incidents and claims, automation engine and nine exportable reports.