Yuvimo
frenes
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Electricians · Plumbers · HVAC · Masons · Locksmiths · Metalworkers

From the survey on site to the paid invoice.

Your technicians take the photos, dictate their findings and get the client's signature on their phone. The office turns it into the quote, the job and the invoice — without typing anything twice.

  • Photos, dictation and the client's signature on the phone
  • Quotes from your own catalogue, with discounts and margin
  • Without network nothing is lost: it all goes when the network is back
Sign in See how it works

A day on site

Each step takes over from the one before: what is entered on site reaches the office as it is.

1The survey

On site, the technician takes photos, dictates the findings, notes the equipment found and the work to do.

2The quote

In the office, “Create the quote” turns the survey's work into a priced quote from the catalogue.

3The job

Before/after photos, materials and time used, work on the equipment, and the client's signature on the screen.

4The invoice

The finished job becomes the invoice for what was really used. The payment is recorded with its date and method.

The technician dictates

They say it, Yuvimo writes it
Replace 6 sockets, a 20 A breaker, 15 metres of cable, 3 hours of labour.

“Propose lines” reads what the technician dictated and finds it in the company's catalogue.

Proposed lines

QtyRef.Item
6 uSKT2Double socket 13 A
1 uMCB20Circuit breaker 20 A
15 mCAB25Twin and earth cable 2.5 mm²
3 hLAB-ELECElectrician labour

The technician ticks the right lines; they join the survey or the job.

For your trade

A ready-to-import catalogue for each trade: prices excluding tax, supplied and fitted, in French, English and Spanish.
Plumbing148 ready-made items
Air conditioning and heat pumps148 ready-made items
Electrical124 ready-made items
Alarms, smart home, CCTV127 ready-made items
Masonry138 ready-made items
Metalwork, metal joinery, welding150 ready-made items

In the technician's pocket

The app can be added to the phone's home screen.

My work

Open jobs and surveys, call and directions buttons, the week's planning.

Photos

Survey photos, or a job's before/after, resized on the phone before they are sent.

Client's signature

The client signs on the screen; “Finish” hands the job to the office for the invoice.

Six-digit sign-in

A QR code links the phone to the account; from then on, six digits are enough.

In the basement, no network

Online 2 waiting Offline · 2 waiting

Every change, photos and signature included, is kept on the phone and sent in order when the network is back. The network state is on every screen.

And in the office

Dashboard · Clients · Surveys · Quotes · Jobs · Planning · Invoices · Equipment · Catalogue

Dashboard

Surveys to quote, quotes awaiting an answer, jobs in the next 7 days, amounts to collect and overdue.

Clients and sites

Contact details, usual discount; each site keeps its access notes and its whole history.

Quotes

Lines from the catalogue or free, discounts, totals by VAT rate. Once accepted, it becomes a job or an invoice.

Planning

Surveys and jobs by month or by week, for everyone or for one person.

Invoices

Yearly numbering without gaps, due date, payment. Quotes, job sheets and invoices print in A4 or as PDF.

Equipment

What is installed at each site and its maintenance history, job by job.

Discounts and margin

Margin worked out as you type, in green, orange or red against your threshold. Never printed.

Catalogue

Materials, labour, services, with the dictation words. Excel import and export.

Roles

Technician on the phone; office for the documents; administrator for the settings and the users.

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