interventiontech

# Technical Interventions

**A Dolibarr module — your customers' technical history, from the first call to the invoice.**

---

## The problem

A breakdown is reported by phone. A technician calls, half fixes it, comes back the following
week. Three months later the same machine fails again — and nobody remembers what was done, which
part was replaced, or who the contact on site was.

Technical memory drains away into notebooks, messages and people's heads. It goes missing on
exactly the day it would be worth something: to understand a recurring fault, to justify an
invoice, to take over a colleague's case after they leave.

## What the module does

It holds that memory, inside Dolibarr, next to the customers and the invoices.

**One case per problem, not per trip.** An intervention is not a visit: it is a fault, settled in
one or more visits. Each visit carries its date, its technician, its hours, the work performed and
the parts replaced. The case closes when the problem does.

**Each customer's equipment.** Machine, brand, model, serial number, location, warranty. History
attaches to the machine itself: one glance shows everything it has been through, and who the
contact was each time.

**The service report as a PDF**, in your company's colours, with your stamp — and in the
customer's language.

**The customer's signature, online.** A link is sent to them; they read the report, sign with a
finger, confirm. The case then locks itself, and a fingerprint of the signed document is kept:
years later, one can show that the report produced is indeed the one that was signed.

**Preventive maintenance.** A plan per machine — quarterly, half-yearly, yearly — and the module
asks for it when the date comes. The case it generates arrives pre-filled; on closing, the next
due date sets itself.

**Parts fitted, tied to your catalogue.** Every visit records what was replaced. Parts link to
Dolibarr products, and when a part is not there yet, the module offers to create it — after
showing the near matches first: two spellings of one part make a wrong count that nothing reports.

**A dashboard** answering "what is waiting for me?": open cases, this week's visits, completed work
not invoiced, cases past their response time, signatures still pending. Its blocks are arranged
with the mouse, in the order your trade calls for.

**A quote or an invoice**, drawn from the case in one click — under warranty, the invoice goes out
at zero with the matching wording. And a CSV export of any filtered list, for everything else.

## What sets it apart

**It lives inside Dolibarr.** Your third parties, quotes, invoices, calendar and document store are
already there: nothing to synchronise, no bridge to maintain, no second password.

**It imports your existing history.** Intervention records already entered in Dolibarr become cases
of the module, with their visits. A customer's history does not begin on the day of installation —
which, more often than not, is what decides whether a tool is adopted or abandoned.

**The equipment list builds itself as you work.** Every completed case feeds the customer's
equipment list, with no double entry and no duplicates. No reference data to compile before
starting.

**It speaks your language.** Visit, inspection, call-out, service report: the module's words can be
replaced with yours, and the change carries through to the PDFs.

## Who it is for

Refrigeration engineers, lift companies, electricians, after-sales departments, field maintenance —
any company sending technicians to its customers and wanting to keep a record of it.

## What it does not do

In fairness, it should be said: **no stock management** — the module records the parts fitted and
leaves movements to Dolibarr —, **no offline mobile app**, **no graphical route planning**.

The module is not set in stone: it grows at the pace of real use. Customer notifications and finer
statistics by technician are among the directions being considered.

What is already there was built that way: every screen corrected after being used in earnest, not
merely designed. Your feedback steers the order of priorities.

---

**Compatible with Dolibarr 22 and 23** · GPL v3+ licence · French and English
Support: interventiontech@intech.re · [www.intech.re](https://www.intech.re)