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ISWPlanner — Integrated personal planner for Dolibarr: agenda, tasks, notes, expenses and directory in a single page-reload-free dashboard.
Customer Relationship Management
Automatically sends a reminder email when a supplier price request has passed its deadline in Dolibarr.
Automatically sends a personalized thank you email when an invoice is marked as paid in Dolibarr.
Automatically sends email reminders for expired commercial proposals/quotations. 2 reminder levels configurable. Uses Dolibarr email templates. Daily cron job checks open proposals past their validity date and sends reminders to the proposal contact. Each reminder is sent only once per proposal. Agenda event created for each reminder sent.
Simplify your service management with an interactive calendar view integrated into Dolibarr. Visualize your priorities, easily adjust dates by moving services, and quickly filter your data. Instantly access key information and anticipate constraints with integrated holidays and vacation time. Increase your daily efficiency.
The Production Order Planning feature simplifies your production management in Dolibarr with a clear and interactive visual calendar. View, adjust, and prioritize your production orders in real time, while taking into account staffing constraints and holidays. Gain efficiency, responsiveness, and visibility every day.
Visualize all your shipments in a clear, filterable schedule to easily organize your logistics. The Shipment Planning module adds a calendar view, allowing you to quickly see planned and completed shipments. Use the filters to display shipments according to different criteria and get a precise, real-time overview of your shipments.
Organize and track your employees’ schedules—whether they are staff members or external contractors—directly in Dolibarr. With the HR Planning module, your intervention records become visible and usable within a clear and intuitive schedule. Your field teams can access their schedule in seconds, simply using a smartphone and a Dolibarr account.
Construction site management — Create and manage each construction site with all the essential data: name, client from the client database, approved budget, location, start and end dates, description, and confidential notes. Each construction site is automatically numbered and has a complete life cycle (Draft → Active → Completed).
Automatically create third parties in Dolibarr by fetching company data from the Pappers API supports France, Switzerland, and Belgium.
VERI*FACTU Modul für elektronische Rechnungsstellung in Dolibarr, konform mit dem spanischen Königlichen Dekret 1007/2023. Automatischer Versand an die AEAT, QR-Codes, digitale Signatur, NIF/VIES-Verifizierung und vollständige steuerliche Rückverfolgbarkeit.
Simple and fast task management linked to your third parties. No unnecessary clicks.