Relations · Clients & relationships

A CRM built for the job

Relations organises your clients the way the field does: the company, the site, the unit, the occupant and the equipment. Every job, report and document finds its place.

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Rapporteo relations v2

The whole client relationship, in one place

A 360° record bringing together each client’s history, contacts and financial status.

Companies and clients

Property managers, agencies, insurers, homeowners: each client type with its own fields.

Sites and units

A building, its flats and plant rooms, each with its own history.

Contacts and occupants

Client, property manager, occupant on site, accounts: each in their own language.

Equipment

Boilers, heat pumps, meters, roofs: tracked from one visit to the next.

Full history

Requests, jobs, reports, invoices and documents in the order they came in.

Global search

Ctrl + K to find a client, an address, a job number or a reference.

Structure

A structure that follows the reality of the field

Each level inherits the information above it. A job always knows who it is for, where it is and which equipment is involved.

  • 360° client record: jobs, reports, invoices and contacts
  • Company number, VAT and Peppol ID
  • Preferred language for every contact: FR, NL or EN

From client to document

1

Company

The contracting party
2

Client

Property manager, agency, homeowner
3

Site

Address and access
4

Unit

Flat, room, building
5

Contact or occupant

The person on site
6

Equipment

What you work on
7

Job

The visit
8

Report and document

The outcome
TEO

TEO sums up a client in a few lines

Before you call a client or schedule a job, TEO gives you the essentials.

TEO helps you write. The technician remains responsible for the findings.

TEO never invents a measurement, finding, test, photo, cause or diagnosis. It only uses data that is actually there, and the user always validates.
  • Summary of a client’s or unit’s history
  • Repeat visits to the same site or equipment
  • Follow-up recommended in the last report, not yet offered
  • Client message drafted in the contact’s language

Keep exploring

Missions

Jobs
The whole field visit in one job: access, methods, photos and measurements.
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Dispatch

Scheduling & dispatch
The right person, in the right place, with the right skills.
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Pulse

Overview
What needs your attention today, without decorative charts.
Explore

Let’s see together how Rapporteo fits your business.

A 30-minute demo, with your methods, your report templates and the way you schedule.

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