Getting started guide:
give a new dimension to your client management
Five independent but interconnected modules. Activate only what you need today and evolve your environment as your real needs arise.
Client record • Electronic invoice • Calendar • Cloud • Email
This guide presents the essential modules of AYLICRÉA. Each one works independently while communicating with the others, to streamline client follow-up from the field to the invoice.
The 5 essential modules
1. Client record
A client notebook synchronised on all your devices
Each record centralises the complete history: interventions, documents, exchanges. Accessible from the field as well as from the office, with no double entry.
2. Electronic invoice
Generate your e-invoice in one click
Create the invoice directly from the client record, without re-entering information. It remains linked to the history (quote → intervention → invoice → payment) in the structured format required by the regulations applicable to your activity.
3. Calendar
Planning integrated with invoicing
Information collected during an appointment automatically feeds the corresponding client file. Manage your teams’ time and keep control over ongoing tasks, without a separate tool.
4. Cloud
Photos and documents automatically filed
Each photo and document is stored by client in a secure space, with regular backups. The visual history of your interventions builds up over time and remains available when needed.
5. Email
Inform your clients without leaving the application
Send notifications of upcoming interventions or invoice deliveries directly from AYLICRÉA. Your clients stay informed, you save time.
What it changes in daily life
- No more searching for a photo on a colleague’s phone
- The technician leaves with the client’s history already in front of them
- Evidence is centralised in case of a claim
- A client who calls back months later immediately finds their file
Ready to put it into practice?
Test the modules in real conditions, discover the full offer or check the prices.
