Adaptación de vTiger CRM para Empresas Instaladoras/Mantenimientos

360 Maintenance and Facilities Management: From Work Order to Recurring Invoice.

At vTigerSpain.es We are specialized in the development of management software vTiger CRM for facility management and machinery maintenance companies. We have extensive experience in this type of project.

Core Administration Modules

Installed Equipment Module
This module registers the set of equipment that we have installed in the clients' potential Work Centers (or locations). Each piece of equipment can have a current maintenance contract associated with it.Each piece of equipment is identified by its serial number. Within each piece of equipment, we have the complete history of incident interventions and work orders related to it.
Job Ticket Module
It tracks all post-sales incidents (or tickets) associated with Client Accounts or Contacts. Each incident progresses through various statuses: Pending, In Progress, and Resolved.Incidents can be automatically created in vTiger via a client email or through a new entry made via the Client Portal module.This module features an Android application that enables field technicians to manage these tickets while working at the client's location, collecting the acceptance signature, and logging the material consumed during the service call.
Service Contracts Module
It tracks all Maintenance Service Contracts (or Agreements) held with our clients.These service contracts have a defined validity period (or term), which allows us to manage and control when we are required to provide our clients with free support or maintenance.
Work Centers Module
This module allows you to create a database of work center addresses so you can link them to support tickets and locate each support ticket at a given client's work center address.
Facility Control Audit Management Module
It records all the audits that technicians perform, checking a series of facility control parameters, for example, fire systems. From these entered parameters, a consulting report is extracted in PDF format to be sent to the client.
Contacts Module
Record the people or contacts who work for each account. Each contact must be associated with an account, which is the company they work for. Each contact has email, phone, and address information specific to them, which may be different from the contact's associated account.

Financial Management Optimization

Products/Services Module

Record all products and services, along with their respective selling prices, various sales rates (or price lists), applicable VAT, and available stock. Services are special products that do not have stock. There is the option to classify by product families.All products are visible when creating quotes, sales orders, invoices, and purchase orders.Each product has a Warehouse Stock which is increased by every Goods Receipt Note and decremented by every Sales Invoice.

Direct Debit Module

This module allows you to aggregate a set of bank receipts and generate an XML file to be uploaded as a direct debit to the bank, complying with the SEPA standard.

Campaigns Module

This module records the set of marketing campaigns to be managed from the CRM. You can add N records of Contacts, Leads (or Prospects), or Accounts to a commercial campaign. As a result of a campaign, you get M records of new business opportunities (or sales opportunities) generated.
We can automatically send personalized emails one-by-one to all contacts associated with the campaign and measure the email open rates generated by the contacts.

Collections and Payments Module

This module records the set of outstanding Invoice Collections (or Receivables) and marks them as completed after bank reconciliation.Once the collection of an outstanding Invoice is recorded, the Invoice is automatically marked as Paid.A new collection record is created from the Invoice, detailing the remaining collection amount for that specific Invoice.

Payments to suppliers can be recorded in this same module. Payment records are associated with each supplier's purchase invoice, and supplier invoices are automatically marked as paid after the payment is marked as completed.

Purchase Orders / Goods Receipt Notes / Purchase Invoices Module

This module records the set of Purchase Requests, Goods Receipt Notes, and Purchase Invoices issued to suppliers. Every purchase order is associated with a supplier and has a registration date. The purchase order has N associated products/services.When drafting the purchase order, we can select the product price from a special purchasing price list (or purchasing rate).The purchase order is transformed into a Goods Receipt Note (GRN), and when the GRN status is set to 'Received', this causes the product's Stock to be incremented by the N units of that product listed on the Goods Receipt Note.

Quotes Module

Records the quotes issued to each account. A given quote consists of N product/service lines to be quoted. Each quote can be printed as a PDF, can be associated with a business opportunity, and has an issue date. Quotes can go through different statuses (created, pending, accepted). From each quote, we can generate a copy of the corresponding Sales Order or Invoice (invoice).

Contaplus Export Module

Allows you to export account records, invoices, and bank receipts to Contaplus-compatible CSV files for import into the Contaplus program.

Clients Module

This module records the set of companies, organizations, or individuals that are the source of your revenue and the foundation of your business. Beyond basic information, this module allows you to establish the hierarchical relationship (e.g., Company as the payer for a Student) and manage all interactions over time.

From here, you can directly issue enrollments (or registrations), generate bank receipts (or payment slips) and issue invoices. Furthermore, it allows for the association of business opportunities (or sales opportunities) and the detailed tracking of every lead until its conversion, ensuring complete and centralized commercial management of all accounts.

Aquí tenemos otros módulos desarrollados para tí.

Ticket Management Module for Android App
This module registers the set of post-sales incidents (or issues) related to client Accounts or Contacts.Given an incident, it passes through different statuses (pending, in progress, resolved). Incidents can be automatically opened in vTiger by an email sent by a client or by registration from the Client Portal module.
Suppliers Module:
Register the database of suppliers available to issue purchase orders to them.
Invoice Module
Records the set of sales invoices issued to customers (accounts). Each invoice can be associated with an initial quote generated from it, or with an order.
Recurring Invoices Module
Registers the set of Automatic Invoices to be created for monthly automatic receipts.
Módulo de Facturación automática de Tickets
Through this module, we can automatically invoice all of a client's outstanding tickets. The invoice is created and all hours worked outside of the contract and materials used are charged for each intervention ticket.
Tasks / Events Module
Given a contact, pre-contact, or account, we can create a Task or Event record for it that allows us to control the completion date within the calendar. It is also recorded and associated within the contact's file.
Opportunities Module
It records all business opportunities detected with accounts or contacts. Once we convert the pre-contact, the program gives us the option to create a business opportunity with the created account/contact.
Documents Module
Manage documents that can be associated with Accounts, Contacts, Pre-contacts, Opportunities, Quotes, Invoices, and other core modules. All document management can be structured into folders. These documents can be attached to emails from the tool itself.