Formalize your business procedures with an ERP designed for your field operations

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“Business procedures,” as the name suggests, are specific to each business.

For example:

  • A maintenance company will have regulatory maintenance schedules to carry out.
  • A security company will have its patrol checklist to validate
  • A cleaning company will carry out a quality checklist
  • An insurance assessor will complete his counter-expertise report
  • An inspection office will draft its regulatory technical report
Business procedures

The Simpleter solution

Structure, control, and standardize your field operations

With Simpleter, you can formalize and manage all your business procedures directly in your ERP system dedicated to service companies.

These business procedures can be simply made available to employees, or be imposed in read-only mode through management oversight, or even be active with data to be filled in and returned to the company with the feedback report of the workorder.

Each procedure is integrated into the operational flow of assignments, whether it is active or simply informative. This allows you to digitize your operating procedures to ensure consistent, compliant, and controlled execution across all your sites and by all your intervenors.

Active procedures: automated field quality control

Simpleter's active procedures are much more than simple checklists: they are genuine quality control, safety, and regulatory compliance tools.

They take the form of customizable checklists structured into logical steps. Each intervenor is guided through the tasks to be performed in the correct order, ensuring consistent service quality regardless of the site or technician.

Examples of use:

  • Fire protection: automatic triggering of a procedure to check fire extinguishers and fire hose reels with checkboxes for compliant/non-compliant, readings, pictures, and comments.
    • The equipment inventory is updated automatically
    • Equipment to be replaced is listed for the next visit
    • Certificates of compliance are generated as soon as the intervention is validated
    • In the event of an anomaly, an immediate alert is issued for processing
  • HVAC or electrical maintenance: generation of procedures in the form of digitized regulatory compliance forms, ensuring complete traceability of controls.
  • Cleaning: creation of customized quality control lists, by site, intervention area, or customer.

These active procedures transform quality control into a fluid, measurable, and traceable process in the ERP, while simplifying the work of your field teams.

Informative procedures: rigor without complexity

Simpleter also allows you to create informative procedures, used to transmit instructions, safety reminders, or regulatory documents without requiring data entry.

They support your employees in their tasks (wearing PPE, access protocol, customer site safety, etc.) without weighing down the operational process.

Create your own templates and business reference systems

Each company can:

  • design its own business procedure templates
  • define its regulatory preventive maintenance ranges with automatic certificate issuance
  • centralize and standardize its operational know-how

In just a few clicks, you can standardize your processes, ensure regulatory compliance, and secure service quality, while feeding into a living business reference system.

Simpleter, the ERP that structures your business

Far from being a simple management ERP, Simpleter is a true business organization system, designed for Facility Management companies (multi-technical maintenance, cleaning, multi-services).

It allows you to integrate your internal procedures, ensure their application in the field, and transform your expertise into a controlled digital process.

Business procedures
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