The starting situation
Contract visit deadlines lived in a spreadsheet only one person could really read. Intervention reports were filled on paper in the truck, and contracts expired without anyone triggering the renewal.
What it delivers
- Zero missed contractual visits since setup
- The report reaches the client same day, the invoice follows
- Renewals are negotiated on time, never in a rush
0 missed contractual visits
What we set up
01
Auto-scheduled periodic visits
Each contract generates its maintenance visits in the schedule, spread by zone and technician. Nothing falls through.
02
One-tap intervention report
The technician fills it on their phone, the client gets a clean PDF within the hour, invoicing is triggered.
03
Renewals under control
Alert 90 days before expiry, renewal proposal generated, automatic follow-up if silence.
Airtable
Google Agenda
Qonto
n8n
Services used on this project
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