--- title: "Customizable business software, no code | attendo" description: "Your document types, fields, screens, checklists, templates and vocabulary. Everything is configured without code and kept when the platform is updated." url: "https://attendo.me/en/customization" lang: "en" --- # It adapts to the way you work. No coding. Your document types, your fields, your screens, your checklists and your vocabulary. It all lives in configuration, not in custom code. That is why attendo keeps getting updates no matter how much you adapt it. - No custom code - Kept through every update - Each profile sees only its own ## Rigid or custom-built: two ways to lose Rigid software forces you to change your process to fit it. Custom-built software fits on day one, breaks with every update and depends on whoever built it. attendo takes a third path: it is configured, not programmed. ## What you can configure ### You decide what each thing is A ticket, a work order, a case file or a construction job. Each type has its own menu, icon, color, fields and workflow. You choose which blocks appear on the record and in what order, and which views it uses: table, board or calendar. The screen is composed, not coded. - Required fields per type: a document only closes with what its type requires, whoever closes it. On the record, in a bulk close, in the app, in the portal or via the API - Automatic closing for inactivity skips incomplete documents and leaves a private note saying what is missing - Default values per type: contact, contract, supplier, dates, tags and who is assigned - Simple record, advanced record and a record for the mobile app. Each block opens expanded or collapsed - Which agent groups see each type. A type with no groups is visible only to administrators - **Run flow** on the document runs a manual flow on it, only for people who can process it ### Solutions · Nine built in, plus your own areas Ticketing, Customer Service, CRM, After-Sales, Field Service, CMMS, Projects, Compliance and Flows each come with their home screen with KPIs, their reports and a dashboard you can edit. You can also create your own areas with their name, icon and home screen. ### User profiles · Each person sees their own On a single screen you decide which menu, home screens, dashboards and reports each person sees, and which options are hidden from them. For desktop, tablet and mobile. ### Fields and screens · The data your operation needs Custom fields with permissions by role, required when needed, and visible, read-only or hidden in each [portal](https://attendo.me/en/portals). Lists filter by any of them. ### Your organization · Companies, groups, lines and workspaces Several companies, work groups, business lines, workspaces and industries in the same instance. Each person works in the ones that concern them, with each company’s or line’s branding. ### Labels and diagrams · What gets printed and drawn, too You design your labels like the rest of the templates: format, fields and QR code or barcode. And process and flow diagrams adapt to your operation. ### Whiteboards · To think together, on the record A page the team writes at the same time, showing who wrote each part and what changed, with versions. Or a canvas to draw on together over a photo or a floor plan. Linked to documents, customers, projects, people and groups. ## A tag is not a name. It is a record. A piece of equipment, a customer or a location has its own fields, what is linked to it, the documents opened on it and a template that can be copied to another customer. Pick a solution and look at the four layers. ### Your inspections, your documents Free-form checklists with photos, QR codes, geolocation, range alerts, conditional logic and versions. Task templates by type. And a print designer where you drag fields to build your quote, your service report or your delivery note, with QR codes and barcodes. ### Vocabulary and languages · attendo speaks like your team If your team says “case file”, attendo says “case file”. You rewrite any text or change a term across a whole language, with a preview. After each update, a glossary flags new texts that use the standard word. The portals also have their own words. Spanish, English and Catalan come standard, and you can add languages. ### Your brand · On every screen your customer sees Logo, colors, font and legal footer by company, business line or issuing company. Emails, web quotes, payment pages and portals go out with the brand of whoever issues them. ### Modules · What you do not use does not appear You turn on only what you need, and the rest takes up no space in the menu. Communications brings email, messaging and calls together in one entry, with the pending count. Settings have a search box and each screen explains what it is for. ## AI in configuration ### Complete with AI Translates missing text into another language and never overwrites what a person wrote. ### [marIA Flows](https://attendo.me/en/automation) Draws the flow you describe in plain language. Every marIA operation is logged with its cost, and spending stops at the cap you set. [See how AI is controlled](https://attendo.me/en/artificial-intelligence#control) ## Configured for you, and repeatable Implementation follows a step-by-step onboarding wizard, with the questions that define your operation. The result is a template that is simulated before it is applied and never overwrites what already exists. - Industry demos that install in one click and are deleted without touching your data - Import and export from Settings: users, customers, suppliers, contracts, products, assets, plans, rates and documents with their history - The same file works both ways, and it is checked in full before anything is saved: each row with an error says why - “Do it with me” interactive guides: they point out on the real screen, step by step, what the guide explains - Technical support from inside the application: anyone can send a question or an incident, with attachments ## Where it fits (and where it does not) - **Configuration by API** Configuration is not done by API: it is done in the settings, on desktop. - **Critical screens** Critical administration screens are protected with step-up verification. Your implementation partner handles them. - **History from another program** Document history from another program is not imported automatically. It is scoped as a project. ## And when you need it, the rest is already here - [Automation](https://attendo.me/en/automation): Flows, processes and rules without code - [Technology](https://attendo.me/en/technology): Architecture, deployment and API ## Frequently asked questions ### If we customize it a lot, will we lose the ability to update? No. The configuration lives in data, not in modified code. A heavily customized instance updates just like a standard one. ### Do we need to write code? Not for document types, fields, screens, checklists, printing or flows. ### Do we depend on the partner for every change? No. Your administrator handles day-to-day configuration. Only the critical screens, such as module activation or the flow editor, need your partner. ### It seems too big for us. It is modular. You start with one area, each profile sees only its part and what you do not use does not appear. ### Can we search everything at once? Yes. Global search finds documents, customers (by name, code or tax ID), contacts, projects, tags and assets. Always limited to what each person is allowed to see. ### Can we call things by the names we use? Yes. You change any term across the whole platform, with a preview. ### Can we load our data without depending on you? Yes. From Settings you download the template for each item, fill it in and validate it: validation saves nothing and returns the errors row by row. Whatever you export can be imported back as is. ### Is each solution a separate program? No. Each solution, such as CMMS or Customer Service, is the same engine with that work’s home screen, reports and dashboard. You turn on the ones you subscribe to, and one person can have several and choose their own. ## Tell us how you work. We will show it to you configured. Tell us about your ticket types, your inspections and your documents, and we will show you attendo with your vocabulary and your brand. - With your operation, not a generic demo - A real person from our team replies - No cold calls afterwards Would you rather talk first? - Phone [+34 910 053 530](tel:+34910053530) - Email [sales@attendo.me](mailto:sales@attendo.me) - Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM (Spain time)