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Use cases

Who is attendo for? For every department.

For any team that works with requests, approvals, reviews and deadlines, in any industry. Every department sets up its processes with the same building blocks: document types, flows, checklists, tasks and signature. No custom development.

Quality controlNonconformities with cause, action and evidence Human resourcesOnboarding and offboarding without missing a step Regulatory complianceWhistleblowing, controls and evidence in one place Engineering and projectsProjects, changes and revisions with approval Finance and administrationFrom quote to payment, without retyping PurchasingPurchases approved, ordered and received, with a trail Internal IT and employee help deskEmployee support, with SLAs and assets Facilities and office servicesOffices in order, vendors on record Occupational health and safetyInspections, incidents and PPE, with signatures Legal and contractsEvery contract, from draft to renewal Customer serviceEvery channel, one conversation Executive managementBusiness numbers, without waiting for reports Sales and after-salesFrom lead to renewal in one system Public sectorComplaints, suggestions and case files, tracked

Why it works for everyone

The document type changes. The engine stays the same.

A non-conformity, a vacation request or a whistleblowing report have the same things as a customer ticket: a record, a timeline, statuses, owners and deadlines.

Use cases

Quality control

Nonconformities with cause, action and evidence

Nonconformities live in a spreadsheet, corrective actions in email and evidence in a shared folder. When the audit comes, someone rebuilds the story by hand.

  • Internal and supplier nonconformities, with root cause, owner and deadline
  • Corrective and preventive actions that stem from the nonconformity and cannot be closed until their effectiveness is verified
  • Internal audits with a checklist, findings with photos and an action plan with dates
  • Incoming inspection by QR code: the batch is checked with a checklist and anything that fails opens a nonconformity
  • Customer complaints by email, portal or form, with their analysis and their response
  • Metrics by supplier, line and cause, with traffic-light targets

See the quality control use case

Human resources

Onboarding and offboarding without missing a step

Every new hire depends on someone remembering to tell IT, order the equipment and sign the paperwork. Employee requests arrive by email, in the hallway and over chat.

  • Onboarding with a task template per area: contract, account, equipment, training and welcome
  • Offboarding with equipment return, access removal and signed paperwork
  • Employee requests through an internal form, each type with its owner and deadline
  • A file for each person with their documents, visible only to those you authorize
  • Training with recorded attendance, an evaluation checklist and each attendee’s signature
  • Working time records with clock-ins, activities and reasons for each pause

See the human resources use case

Regulatory compliance

Whistleblowing, controls and evidence in one place

The whistleblowing channel is an email inbox, controls are reviewed in a spreadsheet and the evidence is scattered. When someone asks, nobody can show the full trail.

  • Whistleblowing channel with anonymous or named reporting, acknowledgment, admissibility and tracked deadlines
  • Periodic controls that open on their date, with a checklist, attached evidence and an owner
  • Data protection rights requests by form, with their deadline tracked as an SLA
  • Internal policies with a signed acknowledgment from each person
  • Insurance, license and permit expirations, with an alert before the date
  • Information security incidents with their investigation, their actions and their timeline

See the regulatory compliance use case

Engineering and projects

Projects, changes and revisions with approval

Planning lives in a separate Gantt chart, changes are approved by email and nobody knows which drawing revision is the right one. The project margin shows up at month-end close.

  • Projects with sections and line items, and a Gantt chart with dependencies, baseline and actual progress
  • Live project cost: hours at their rate, expenses and materials charged to each line item
  • Engineering change requests with their impact on schedule and cost, and approval by link
  • Drawing and document revisions with statuses, a reviewer and recorded approval
  • Deliverables as tasks with a date and an owner, visible on the team calendar
  • Import of budgets in BC3 format from Presto or Arquimedes

See the engineering and projects use case

Finance and administration

From quote to payment, without retyping

Admin staff copy the sales rep’s order by hand, chase deposits by phone and approve expenses by email. Contract expirations are discovered after they have passed.

  • Quote, order and delivery note linked, with numbering series per issuing company
  • Deposits collected with attendo Pay through your payment gateway, or by bank transfer with proof of payment
  • Expense reports with a photo of the receipt and approval by link from a phone
  • Contracts with a term, an hour bank and a renewal alert as far ahead as you choose
  • Invoicing in your connected ERP: attendo prepares what is billable and the ERP issues the invoice
  • Profitability per customer and contract: what was invoiced through your ERP against hours, materials and travel

See the finance and administration use case

Purchasing

Purchases approved, ordered and received, with a trail

Requests arrive by email without enough detail, approvals get lost and the order is placed in another tool. When the material arrives wrong, nobody can find who ordered it.

  • Purchase requests through an internal form, with amount, cost center and approval by link
  • Supplier orders generated from the approved request, with their PDF by email
  • Material forecasting against stock and what is already on order, with a proposed order per supplier
  • Supplier qualification with a checklist and documents uploaded by the supplier itself
  • Receiving with a checklist by QR code: quantity, condition and photos, and anything that does not match opens an issue
  • Periodic supplier evaluation with a score calculated in the checklist

See the purchasing use case

Internal IT and employee help desk

Employee support, with SLAs and assets

Support is requested by email, over chat and in the hallway. New user setups always miss something and nobody knows which laptop each person has.

  • Requests via Teams, Slack, email, QR form or portal, with first response and resolution SLAs
  • IT assets with QR codes: the employee scans their laptop and the request comes in linked to the device
  • User onboarding and offboarding with a task template: account, permissions, equipment and return
  • Changes with approval by link, on a kanban board from requested to closed and with their window on the calendar
  • Major incidents with containment tasks, a status update and an assigned vendor
  • Reports on SLA, reopened tickets and team workload, with traffic-light targets

See the internal IT and employee help desk use case

Facilities and office services

Offices in order, vendors on record

A burned-out light, an uncleaned meeting room or a broken chair gets reported by email to whoever is in charge. Cleaning and security vendors say they came by, but nobody can check.

  • Internal requests through the QR code of each room, floor or piece of equipment, with no username or password
  • Cleaning and security rounds with a checklist, photo and time on the phone of whoever does them
  • Office maintenance with periodic plans for HVAC, lighting or access control
  • External vendors who receive and close their work on the supplier portal, without a license
  • Moves and desk changes as a project, with tasks per area and dates
  • Dashboard with requests, response times and completed rounds per building

See the facilities and office services use case

Occupational health and safety

Inspections, incidents and PPE, with signatures

Inspections are filled in on paper and scanned weeks later. Incidents are reported by word of mouth and PPE handovers are signed on a sheet nobody can find.

  • Safety inspections with a checklist, photos, geolocation and the inspector’s signature
  • Incident and near-miss reporting by QR code, with their investigation and their actions
  • PPE handover with a checklist signed by the person receiving it
  • Work permits with preconditions, authorization by link and closure locked until signed
  • Contractor documents uploaded by form, with an alert before each expiry
  • Safety training with attendance and each attendee’s signature

See the occupational health and safety use case

Customer service

Every channel, one conversation

The customer writes on WhatsApp, calls and then sends an email, and each channel is handled by someone different. Nobody knows whether they got a reply on time or what they thought afterwards.

  • Email, WhatsApp, web chat, phone, portal and forms on the same record
  • First response and resolution SLAs per contract, with business hours and holidays
  • Complaints on a kanban board from new to compensated, with an escalation path that has an owner and a date
  • Customer portal to open and track their cases, without a license
  • Survey on closing: a low score opens a recovery case for the agent
  • Reply drafts from marIA that the agent reviews before sending

See the customer service use case

Executive management

Business numbers, without waiting for reports

Metrics arrive in a spreadsheet someone builds at month-end, when it is too late to correct course. Every new question is one more report to request from someone else.

  • Dashboards per area, with automatic refresh for the meeting room screen
  • Questions to your data in plain language with DB Assistant: read-only, administrators only and showing what it queried
  • Profitability per customer and contract: what was invoiced through your ERP against hours, materials and travel
  • Traffic-light targets on every report and scheduled delivery by email
  • Approvals for expenses, purchases and discounts by link from a phone
  • marIA’s reading of team reports, with no figures that are not in the table

See the executive management use case

Sales and after-sales

From lead to renewal in one system

Each sales rep keeps their own spreadsheet and quotes are written in a word processor. What was sold reaches the delivery team garbled, and the renewal is negotiated the week it expires.

  • Leads from the website, email, chat or the trade show QR code, scored by the sales AI
  • Opportunities on a kanban board that totals the amount in each column, with a required next action
  • Quotes with versions and options, published as a web quote the customer accepts in one click
  • Deposit with attendo Pay and signature with attendo eSign in the same step
  • Handoff to the delivery team with a signed checklist: what was sold is written down
  • After-sales with quarterly reviews, churn risk and dated renewals

See the sales and after-sales use case

Public sector

Complaints, suggestions and case files, tracked

Residents file complaints at the front desk, by email or by phone and do not know where they stand. Each department handles its case files its own way and deadlines are tracked by hand.

  • Complaints and suggestions via portal, QR form or email, with a tracking code
  • Internal case files with phases, deadlines and an owner per department
  • Building and street issues that become a work order for the maintenance crew
  • Whistleblowing channel with anonymous reporting and tracked deadlines
  • Working time records for office staff and the maintenance crew
  • Reports on deadlines and responses per department, with traffic-light targets

See the public sector use case

And if you are looking for an industry solution

Industry solutions, ready to go

Maintenance, sales, field work, after-sales service and support each have their own industry version, on the same platform.

attendo CMMSAssets, preventive maintenance and work orders attendo CRMCustomers, contracts and real profitability attendo Field ServiceTechnicians, work orders and scheduling attendo After-SalesWarranties, repair quotes and brands attendo TicketingTickets from any channel, with SLAs attendo Customer ServiceWhatsApp, voice, chat and portal, with customer history attendo ProjectsGantt, workload, hours and costs for every project attendo FlowsProcesses, approvals and forms without code attendo ComplianceWhistleblowing, controls and signed policies

Request a demo

Tell us about your process

Tell us which department and which process you want to organize. We will show it to you set up in attendo, with your document types and your approvals.

  • 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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