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Complete wealth management suite for CIF/CGP: client journey, regulatory documents (DER, PI, BP, LM, RA), simulators (Life Insurance, PER, PEA, IFI, PVI, Livrets), AI method, client portal.
Automatisieren Sie Zahlungserinnerungen für offene Rechnungen in Dolibarr: E-Mails je Kunde bündeln, Zahlungszusagen, Streitfälle und Ratenpläne verfolgen. Kunden sehen ihren Kontostand und antworten über das enthaltene Portal.
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GMAO+ Business extends GMAO+ Lite for companies performing maintenance work at customer sites. It adds customer asset management, external workers and their documents, intervention preparation and document tracking, as well as service invoicing.
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GMAO+ Business extends GMAO+ Lite beyond your company's internal technical assets.
The module lets you structure your customers' technical assets, associate equipment with Dolibarr third parties and prepare interventions with the information required by field teams.
External workers and their document status can be monitored to facilitate intervention preparation. Missing documents remain informational items or recommendations to be completed and do not artificially block the preparation, validation or execution of an intervention.
GMAO+ Business then supports the intervention through to its administrative processing in Dolibarr.
Main features:
- customer technical asset management;
- equipment associated with customers;
- intervention site organization and information;
- external worker management;
- external worker document monitoring;
- documents associated with organizations, sites and interventions;
- intervention preparation;
- external worker assignment;
- document status review before an intervention;
- monitoring of operations performed at customer sites;
- links between interventions and invoicing;
- prevention of duplicate invoice creation;
- French and English interfaces.
CONTROLLED INVOICING
When an invoice is created through the GMAO+ Business workflow, it is created exclusively as a draft. GMAO+ Business never automatically validates an invoice: review and validation remain under the user's control in Dolibarr.
REQUIREMENTS
- GMAO+ Lite 1.0.0;
- Dolibarr 22.0.5;
- Dolibarr Third Parties module;
- Dolibarr Invoices module;
- PHP 8.2 minimum, according to the module descriptor.
GMAO+ Lite is required to enable GMAO+ Business.
USER PERMISSIONS
- manage customer assets;
- view Business documents;
- manage Business documents;
- view intervention preparation;
- manage intervention preparation.
LICENSE
GNU General Public License v3.0 or later