130 modules and features, one single document

Turn on only what you use. Everything fits.

Every module works on the same record, with its timeline, its permissions and its audit log. That is why they combine without integrations between them: the signature, the checklist, the flow and the AI all see the same document. Here are the main ones.

Automation and AI

Flows, agents and marIA in every layer

marIA (Smart-AI)

  • Drafts, audio summaries and answers about your data
  • Anything going out to a customer waits for a person to approve it
  • Every operation logged with its cost, under the cap you set
See marIA (Smart-AI)

attendo Flows, Business Process Flow (BPF) and AI-Flows

  • If this happens, do that: triggers, conditions and actions
  • Phased processes with requirements and approval by link from a phone
  • Describe the flow in plain language: marIA drafts it, you review it
See attendo Flows, Business Process Flow (BPF) and AI-Flows

AI Autopilot (Multiple AI Agents)

  • A score from 0 to 100 on every document in the process
  • Handed to a person past a threshold, and anyone can claim it
  • Human review, AI activity and the cost of each operation, all logged
See AI Autopilot (Multiple AI Agents)

AI-Chat and DB Assistant

  • Questions about customers, hours, contracts, assets and failures
  • Read-only, on the tables the administrator authorizes
  • Every answer shows what it queried, as a table or a chart
See AI-Chat and DB Assistant

Sales AI

  • Filters spam, classifies, scores and assigns every incoming lead
  • The draft reply waits in the inbox: the sales rep sends it
  • Lead summary, SWOT and proposal before you pick up the phone
See Sales AI

AI-CMMS

  • Probable diagnosis and a criticality score on every corrective work order
  • The technician’s voice note, written up and summarized on the work order
  • Questions about failures, downtime and spare parts, read-only
See AI-CMMS

Documents and signature

The record, its files, its checklists and its signature

Timeline

  • Emails, calls, notes, status changes and attachments in a single column
  • Every entry with its time, its author and the channel it came through
  • Anchors to jump back to the key email months later
See Timeline

Tags and document management

  • Free and predefined tags to group and filter cases that cut across areas
  • Manuals and drawings on the equipment record, visible from every work order
  • Server-side search with dates, closed items and tags
See Tags and document management

Business documents

  • One document generates the next, with lines linked to the source
  • Number series per issuing company. Voided, never deleted
  • Your connected ERP issues the invoice, with its official numbering
See Business documents

attendo eSign

  • Send for signature from the document’s record, without leaving attendo
  • Sequential sealing and recurring signers
  • The envelope closes when the last signer signs
See attendo eSign

attendo Checklist

  • Free drag-and-drop design, with conditional logic and prefilled fields
  • Photos, QR scanning, geolocation, range alerts and multiple signatures
  • Template versions: you know which one each inspection used
See attendo Checklist

attendo Forms

  • Each submission creates a ticket, a request or a lead, already classified
  • The equipment QR code opens the form with the asset and customer filled in
  • No username or password for whoever fills it in
See attendo Forms

Whistleblowing channel

  • Anonymous or named reporting, as the whistleblower chooses
  • Alert for the seven-day acknowledgment deadline
  • Case file with admissibility checklist and enhanced traceability
See Whistleblowing channel

Print designer

  • Templates per document type, with logo, tables and signatures
  • Multi-page, with QR codes and barcodes, and custom labels
  • All of a customer’s service reports for the month, in one PDF
See Print designer

Work and planning

Tasks, boards, Gantt and calendar

attendo Tasks

  • Task templates per document type
  • Task agenda with “Me” and “My groups” tabs
  • Overdue tasks in red on everyone’s home screen
See attendo Tasks

Compliance · My team

  • SLAs, customers waiting, overdue tasks and signatures about to expire
  • Snooze or mute with a reason, without touching the SLA or reports
  • My team: each person’s workload, and reassigning from the list
See Compliance · My team

Kanban

  • Drag the card and the document changes status
  • Group by owner, by customer or by priority
  • Every column totals what it holds: amount or hours
See Kanban

Gantt chart

  • Chapters, line items and sub-items in the same view
  • Dependencies between jobs, with lag or lead in days
  • A baseline to measure how far the plan drifts
See Gantt chart

Scheduling and calendar

  • Scheduled visits, tasks and work blocks in the same agenda
  • View by person and by group, with “Me” and “My groups”
  • Your agenda, subscribed from Outlook or Google Calendar
See Scheduling and calendar

Assets and inventory

  • Customer, building, floor, room and equipment hierarchy
  • A QR code on each asset: whoever is there opens a ticket, no login needed
  • Technical fields with ranges, readings and connected sensors
See Assets and inventory

Projects and construction

  • Sections, line items and sub-items, with measurements
  • Hours, expenses and materials added up as the work happens
  • Import BC3 budgets from Presto or Arquimedes
See Projects and construction

Time tracking

  • Time logged to each document, with who worked on it
  • Working time records with clock-ins, pauses and a report per person
  • With humaneo, the rest of HR, except payroll
See Time tracking

Mobile app and Field Radar

  • Field app for iOS and Android, works offline too
  • Field Radar: who can resolve each service request and is nearby
  • Daily dispatch plan with time windows, approved by a person
See Mobile app and Field Radar

Communication and customers

Every channel on the record, and what customers think

Asynchronous and real-time communications

  • Microsoft 365 and Google Workspace, with shared mailboxes
  • WhatsApp, Microsoft Teams and Slack in the same inbox
  • Web chatbot, Meet meetings and phone calls with summaries
See Asynchronous and real-time communications

Satisfaction surveys

  • A 0 to 10 score clicked right inside the email
  • A score of 6 or lower opens a recovery case
  • Results by agent, technician, customer and business line
See Satisfaction surveys

Contracts and SLA

  • Response and resolution SLAs, counted to the minute
  • Hour banks drawn down as time is logged
  • What expires in 30, 60 or 90 days, and renew or duplicate in one click
See Contracts and SLA

Customer, supplier and partner portals

  • Each person with their own account, 2FA, role and scope
  • Requests, quotes, contracts, My equipment, appointments and surveys
  • Subcontractors who accept the job and close it with the signature
See Customer, supplier and partner portals

Web chatbot

  • One per brand or domain, on your website or your portal
  • Public and private FAQs, suggested to customers and agents
  • Collects visitor details and saves them as a lead
See Web chatbot

Telephony

  • Call from the record: every call becomes an entry
  • Recording with a legal notice, transcription and summary
  • Voice bots and private AI coaching for each agent
See Telephony

Appointments and online booking

  • In-person, phone, online or hybrid appointment types
  • Slots when the host, the guests and the room are all free
  • The customer reschedules or cancels from their link
See Appointments and online booking

Sales and payments

Quotes that are accepted, signed and paid online

Quote management and web quotes

  • Versions, optional lines and an expiry date on every quote
  • A branded web quote: the customer picks, adjusts and accepts
  • Signature with attendo eSign and deposit with attendo Pay in one step
See Quote management and web quotes

attendo Pay

  • Deposits and payments from the web quote or from the document
  • The card stays on your gateway and never passes through attendo
  • Bank transfer with proof of payment, and the payment logged on the record
See attendo Pay

Warehouse, purchasing and stock

  • Several warehouses, vans included, with transfers and minimums
  • Automatic replenishment and one order per supplier
  • Lots and expiry dates, serial numbers and warranties, codes
See Warehouse, purchasing and stock

Marketing and prospecting

  • Email campaigns with sequences, AI content and one-click unsubscribe
  • Multi-source prospecting with a SWOT for each company
  • Google Ads, Meta Ads and LinkedIn Ads with their ROI, and social media posting
See Marketing and prospecting

Request a demo

Choose your modules with your case in front of you

Tell us what you want to solve and we will show you the combination of modules that fits, with your document types and your processes.

  • With your operation, not a generic demo
  • A real person from our team replies
  • No cold calls afterwards

Would you rather talk first?

Which area do you want to see in the demo?

With your work email we prepare the demo around your case.

In one or two sentences.

If you chose Maintenance (CMMS)

If you chose Field work (Field Service)

If you chose Facility Management

If you chose any other area

Only if you would rather we call you.

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What happens when you send it. Someone from our team reads what you tell us and writes to you to agree on a time for the demo. Our hours: Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM, Spain time.