Simpleter software TUTO

QUICK and SIMPLE with Simpleter

STEP 1: Customer data

Click on "Add a work order"

Use the magnifying glass to select customer data:

• Customer
• Brand name
• Site
• Requester

>> Drop-down menus appear. It only takes a few clicks

STEP 2: Management and reporting data

Select management data

• Analytical account
• Contract type
• Invoicing

Select reporting data :

• Service
• Urgency
• Technical skill

>> No manual entry required!

STEP 3: Fill in the details of the task

• Title
• Subject
• Text
• The desired date (using the calendar)

Then click on "validate".

>> Text templates are available to avoid manual entry!

STEP 4 (optional): Add procedures and supplies

Use the magnifying glass to add procedures:

• Passive procedures
• Active procedures

Add specific supplies and tools

• List specific supplies required
• List collective tooling requirements

>> Simpleter is technical and efficient! It took you less than 1 minute to create your work order!

Click on the link below to view the video on our YouTube channel: https://youtu.be/iraQJ_gLIAU