Eldy: Eldy moved page Field Interventions for Dolibarr to Module Field Interventions for Dolibarr

2026-10-22T18:20:42Z

Eldy moved page Field Interventions for Dolibarr to Module Field Interventions for Dolibarr

← Older revision

Revision as of 18:20, 22 October 2026

KSI: Mise à jour des liens officiels : vidéo, fiche KSIDol, démo et notice

2026-10-19T16:09:01Z

Mise à jour des liens officiels : vidéo, fiche KSIDol, démo et notice

← Older revision		Revision as of 16:09, 19 October 2026
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	\|GNU GPLv3		\|GNU GPLv3
	\|}		\|}
	==Official links==		== Official links ==
			* Demo video : [https://youtu.be/wZs-lPoIFWU Interventions Extérieures — demo (YouTube)]
	*Demo video: [https://youtu.be/wZs-lPoIFWU ~~Field~~ Interventions — demo (YouTube)]		* Module page : [https://www.ksidol.io/en/modules/detail?module=main_module_interventionexterieur Interventions Extérieures on KSIDol]
	*~~Store~~: [https://www.ksidol.io/fr/modules/detail?module=main_module_interventionexterieur ksidol.io]		* Online demo : [https://www.ksidol.io/t/demo-erp/fichinter/card.php?id=1&mainmenu=interventionexterieur&leftmenu=fichinter Interventions Extérieures — open the demo]
			* Module user guide : [https://www.ksidol.io/notices/ksidol_notice_en/interventionexterieur.html Interventions Extérieures — read the guide]
	*K.S.I publisher page on DoliStore: [https://www.dolistore.com/index.php?controller=search&orderby=position&orderway=desc&website=marketplace&search_query=k.s.i&submit_search= K.S.I modules on DoliStore]		*K.S.I publisher page on DoliStore: [https://www.dolistore.com/index.php?controller=search&orderby=position&orderway=desc&website=marketplace&search_query=k.s.i&submit_search= K.S.I modules on DoliStore]


	==Main goal of the module==		==Main goal of the module==

KSI: Created page with "Category:Modules complémentaires
=Field Interventions= ==Overview== '''Field Interventions''' is a Dolibarr module (published by KSIDol) dedicated to managing on-s..."

2026-07-29T09:57:29Z

Created page with "Category:Modules complémentaires <br /> =Field Interventions= ==Overview== '''Field Interventions''' is a Dolibarr module (published by KSIDol) dedicated to managing on-s..."

New page

[[Category:Modules complémentaires]]
<br />
=Field Interventions=
==Overview==
'''Field Interventions''' is a Dolibarr module (published by KSIDol) dedicated to managing on-site interventions, for every field business: maintenance, breakdown service, installation, on-site after-sales, mobile workshops. It turns Dolibarr's native intervention sheets into a complete tool: a clean intervention number, a vehicle or equipment sheet, planning and technician assignment, VAT-inclusive or net line entry, customer e-signature and invoicing. A KSIDol electronic signature terminal (touch device, timestamped and archived) is also available and compatible with all KSIDol modules.
{| class="wikitable"
|-
!Item
!Value
|-
|Module name
|Field Interventions
|-
|Documented version
|24.0.2
|-
|Family
|CRM / Interventions / Field service
|-
|Publisher
|[https://www.ksidol.io KSIDol.io]
|-
|Publisher website
|[https://www.ksidol.io https://www.ksidol.io]
|-
|Compatibility
|Dolibarr 18.0 or higher
|-
|PHP requirement
|PHP 7.4 or higher
|-
|License
|GNU GPLv3
|}
==Official links==

*Demo video: [https://youtu.be/wZs-lPoIFWU Field Interventions — demo (YouTube)]
*Store: [https://www.ksidol.io/fr/modules/detail?module=main_module_interventionexterieur ksidol.io]

*K.S.I publisher page on DoliStore: [https://www.dolistore.com/index.php?controller=search&orderby=position&orderway=desc&website=marketplace&search_query=k.s.i&submit_search= K.S.I modules on DoliStore]

==Main goal of the module==
The module lets a field business manage the whole intervention flow around a customer, a vehicle or a piece of equipment:

*create and follow on-site interventions, based on Dolibarr native intervention sheets
*assign each intervention a clean, unique and clickable number (IE No.)
*record vehicle or equipment data: licence plate, brand, model, version, type, serial number, mileage
*assign a technician and a planning slot, with availability and time off
*enter product, service or time lines VAT-inclusive (net recomputed) or net
*have the customer sign on site and keep a signature log
*invoice straight from the intervention and group several interventions of the same customer into a single invoice
*rename form labels and menu names to fit the business
*keep the intervention history per customer and the vehicle/equipment fleet

The module remains 100% based on Dolibarr native objects (third parties, interventions, quotes, orders, invoices, calendar): nothing is siloed, everything stays usable by the rest of Dolibarr.

==Installation==
===Requirements===
*Dolibarr 18.0 or higher
*PHP 7.4 or higher (depending on the Dolibarr version)
*Write permissions on the module documents directory

===Installation steps===
#Unzip the archive to obtain an <code>interventionexterieur/</code> folder.
#Copy this folder into <code>htdocs/custom/</code> of your Dolibarr installation.
#Check write permissions on <code>documents/interventionexterieur/</code>.
#Enable the module from Home → Setup → Modules/Applications.

===Storage directories created===
The module creates its document tree under <code>documents/interventionexterieur/</code> to store attachments, PDFs and signature items linked to interventions.

==Update==
The update is performed by replacing the <code>interventionexterieur/</code> folder with the new version, then reloading the module configuration page to apply any database migrations.

==User rights and permissions==
The module adds its own rights (read, create/modify, delete, configure), assignable per user or per group from Dolibarr permission management.

==Menus added by the module==
The module adds a dedicated main menu "Field interventions" with its own icon, giving access to the intervention list, new intervention creation, planning, vehicles/customers, signature tracking, technicians, configuration and a built-in user guide.

==Detailed functional scope==
===1. Interventions and IE number===
Each intervention is based on a Dolibarr native intervention sheet and receives a clean intervention number (IE No.), unique and clickable, independent from the native reference. The number is assigned automatically on creation.

===2. Vehicle / equipment sheet===
The intervention sheet is enriched with vehicle or equipment information: licence plate, brand, model, version, type, serial number, mileage. The brand/model/version/type lists are dictionaries filled automatically as you type.

===3. Planning and technicians===
Planning helps organise interventions and assign technicians, with availability and time off. Moving an appointment in the planning automatically re-syncs the dates and times of linked records (intervention, calendar).

===4. Recurring interventions===
A generator (scheduled job) can automatically create recurring interventions, with technician and calendar slot.

===5. Billable lines===
Product, service or time lines are entered VAT-inclusive (net recomputed) or net, with VAT applied per company/customer rule. Lines are then billable.

===6. Invoicing===
Invoicing is done straight from the intervention. Several interventions of the same customer can be grouped into a single invoice, with priced lines carried over.

===7. Customer signature===
The customer can sign electronically on site. The module keeps signature tracking and a log. The KSIDol signature terminal can support some workflows.

===8. History and fleet===
The intervention history is available per customer, and the vehicle/equipment fleet is accessible from the third-party record.

==Configuration pages==
===General tab===
General module options.

===Labels tab===
Rename field labels (extrafields) and menu names (for example "Vehicles" / "Customer") to fit your business vocabulary. Customisations are persistent.

===Calendar tab===
Options for linking to the Dolibarr calendar and default scheduling.

===Signature tab===
Customer signature workflow options.

===Extrafields tab===
Management of the module's native complementary fields.

==Built-in guide==
A "Guide" menu offers a non-technical user guide describing all module functions and their links, with a button to download the guide as a PDF.

==Multilingual==
The interface and the guide are available in French, English, German, Spanish and Italian.

Module Field Interventions for Dolibarr - Revision history

Eldy: Eldy moved page Field Interventions for Dolibarr to Module Field Interventions for Dolibarr

KSI: Mise à jour des liens officiels : vidéo, fiche KSIDol, démo et notice

KSI: Created page with "Category:Modules complémentaires =Field Interventions= ==Overview== '''Field Interventions''' is a Dolibarr module (published by KSIDol) dedicated to managing on-s..."

KSI: Created page with "Category:Modules complémentaires
=Field Interventions= ==Overview== '''Field Interventions''' is a Dolibarr module (published by KSIDol) dedicated to managing on-s..."