Field service
Equipment service CRM: clients, installed equipment, jobs, technicians, materials, repeat visits.
A template installs into an app as a whole: entities, reports, permissions, bots and the knowledge base. Then you edit it — it is your configuration now.
Every template was assembled on live data and verified end to end.
Equipment service CRM: clients, installed equipment, jobs, technicians, materials, repeat visits.
Income and expense, advances, funds and categories, numbered vouchers, a report for the board.
Recipient registry, stock, points and distribution days, requests, donors, duplicate detection.
Calendar and hours, rates, rental agreement, confirmation.
Movements, balances, stocktaking with discrepancies.
Timesheet, projects, rates, manager approval.
Any configuration of yours can be exported as a template and installed into another app — or published to the marketplace.
A template carries configuration without your data: entities, reports, scripts, permissions and the knowledge base. Demo data is added by a separate flag so there is something to look at.
Install a template and see how it behaves on your data.
Questions, feedback or need a hand — gloud@gloud.com.ua