--- title: "attendo modules: flows, AI, e-signature and docs | attendo" description: "Flows and AI-Flows, AI Autopilot, Timeline, document management, eSign, Checklists, Tasks, Pay, web quotes, Gantt, Kanban and more, on the same document." url: "https://attendo.me/en/modules" lang: "en" --- 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)](https://attendo.me/en/artificial-intelligence) - 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 ### [attendo Flows, Business Process Flow (BPF) and AI-Flows](https://attendo.me/en/modules/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 ### [AI Autopilot (Multiple AI Agents)](https://attendo.me/en/modules/ai-autopilot) - 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 ### [AI-Chat and DB Assistant](https://attendo.me/en/modules/ai-chat) - 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 ### [Sales AI](https://attendo.me/en/modules/ai-crm) - 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 ### [AI-CMMS](https://attendo.me/en/modules/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 ## Documents and signature The record, its files, its checklists and its signature ### [Timeline](https://attendo.me/en/modules/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 ### [Tags and document management](https://attendo.me/en/modules/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 ### [Business documents](https://attendo.me/en/modules/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 ### [attendo eSign](https://attendo.me/en/modules/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 ### [attendo Checklist](https://attendo.me/en/modules/checklists) - 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 ### [attendo Forms](https://attendo.me/en/modules/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 ### [Whistleblowing channel](https://attendo.me/en/modules/whistleblowing) - Anonymous or named reporting, as the whistleblower chooses - Alert for the seven-day acknowledgment deadline - Case file with admissibility checklist and enhanced traceability ### [Print designer](https://attendo.me/en/modules/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 ## Work and planning Tasks, boards, Gantt and calendar ### [attendo Tasks](https://attendo.me/en/modules/tasks) - Task templates per document type - Task agenda with “Me” and “My groups” tabs - Overdue tasks in red on everyone’s home screen ### [Compliance · My team](https://attendo.me/en/modules/task-compliance) - 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 ### [Kanban](https://attendo.me/en/modules/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 ### [Gantt chart](https://attendo.me/en/modules/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 ### [Scheduling and calendar](https://attendo.me/en/modules/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 ### [Assets and inventory](https://attendo.me/en/modules/assets) - 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 ### [Projects and construction](https://attendo.me/en/modules/projects) - 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 ### [Time tracking](https://attendo.me/en/modules/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 ### [Mobile app and Field Radar](https://attendo.me/en/modules/mobile-app) - 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 ## Communication and customers Every channel on the record, and what customers think ### [Asynchronous and real-time communications](https://attendo.me/en/modules/channels) - 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 ### [Satisfaction surveys](https://attendo.me/en/modules/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 ### [Contracts and SLA](https://attendo.me/en/modules/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 ### [Customer, supplier and partner portals](https://attendo.me/en/modules/customer-portal) - 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 ### [Web chatbot](https://attendo.me/en/modules/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 ### [Telephony](https://attendo.me/en/modules/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 ### [Appointments and online booking](https://attendo.me/en/modules/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 ## Sales and payments Quotes that are accepted, signed and paid online ### [Quote management and web quotes](https://attendo.me/en/modules/quotes-and-web-offers) - 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 ### [attendo Pay](https://attendo.me/en/modules/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 ### [Warehouse, purchasing and stock](https://attendo.me/en/modules/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 ### [Marketing and prospecting](https://attendo.me/en/modules/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 ## Data and integrations Your ERP, connected both ways ### [ERP integrations](https://attendo.me/en/modules/erp-integrations) - Odoo, SAP Business One, Business Central and Holded - Your ERP issues the invoice, with its official numbering - Every connector is tested first in your test environment ### [Reports and dashboards](https://attendo.me/en/modules/reports-and-dashboards) - Reports for every area, with filters and export to Excel or PDF - A dashboard per area you can edit, plus your own with traffic lights - Daily report by email, and the API and MCP for other tools ### [API v4, webhooks and MCP](https://attendo.me/en/modules/api-and-mcp) - API v4, a REST API documented with OpenAPI, in operation bundles - Outgoing and incoming webhooks, with history and resend - MCP server for your assistant, and MCP client to other servers ## 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? - 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)