Instant job report
and improved customer follow-up
The everyday guide: customer file, job report, planning, photos, stock, email and invoice — connected, without re-entry. Activate what you need today.
Customer follow-up • Instant report • Invoice • Shared calendar • Stock • Email
This guide shows the everyday: how to write an instant job report, where to file photos, how to share the calendar, how to track van stock. The trade frame (heating engineer, plumber, electrician) is in our offer. Peppol activation is in the e-invoice guide.
Every action enriches the company’s digital asset: the next visit finds the file, without searching WhatsApp.
How to send a job report in 3 minutes
- Open the customer file (or create it if this is a first visit).
- Write the report on the phone: work, parts, instructions.
- Add the photos (boiler, consumer unit, leak, before/after).
- Get a signature if needed, send to the customer — the office receives it at the same time.
- The invoice is prepared from the same file, without retyping.
No more report “in the evening if there is time”. The customer has the proof. You have the history for the next service or a claim.
Customer follow-up and field modules
1. Customer file — improved customer follow-up
The full history when the customer calls back
Jobs, reports, photos, quotes, invoices, emails: one file. The technician leaves with the file in view. The office finds everything without searching WhatsApp. That is improved customer follow-up: fewer forgotten details, fewer disputes, more loyalty.
2. Instant job report
Heating, plumbing, electrical — sent before leaving the site
A heating job report (or plumbing / electrical) is written on the phone: photos, parts, instructions, signature. It goes to the customer and the office instantly, without returning to the workshop. It is automatically filed in the customer record — ready for the invoice.
No more report “in the evening if there is time”. The customer has the proof. You have the history. The invoice follows without retyping.
3. Electronic invoice
Generate your e-invoice in one click
Create the invoice directly from the customer file, without re-entering information. It stays connected to the history (quote → job → invoice → payment) in the structured format required by the rules that apply to your activity (Peppol, e-invoicing, Verifactu).
Step-by-step tutorial: activate Peppol e-invoicing and Open Banking →
4. Shared calendar
Team planning, not a separate calendar
Appointments and jobs feed the customer file. Small team: everyone sees the same schedule. SME: field / office coordination without crossed messages.
5. Cloud, photos and stock management
Visual evidence + parts in the right place
Photos and documents filed by customer. Stock management by category, up to date between the van and the office — so you no longer invoice a part already fitted, or repurchase what is already in the van.
6. E-mail
Notify without leaving the mobile office
Next job, sending a report, sending an invoice: the customer is informed, you do not change apps.
Tutorial: activate Peppol and Open Banking
Once the modules are understood, follow the child guide to connect the Peppol network and bank matching to your AYLICRÉA app.
Open the invoice guide →Why this builds an asset (not just a to-do)
A report sent today is not “one more document”. It joins the customer file, serves the next visit, avoids a wasted trip, and prepares the invoice. That is no break: every job enriches the following year — instead of starting again in another tool. The frame (why the software adapts to you) is on our offer.
What this changes day to day
- The job report goes out instantly — no more “in the evening if there is time”
- The technician leaves with the customer history already in view
- No more hunting for a photo on a colleague’s phone
- Evidence is centralised in case of a claim
- A customer who calls back months later immediately finds their file
These benefits are already lived by the companies presented on our tradespeople.
Ready to put it into practice?
Test the modules in real conditions via a free demo, discover the full offer or see the pricing.
