Each user sees data in the view that corresponds to their role: table, kanban, planning. No IT configuration required.
Filterable, inline-editable data, with direct actions (validate, export, trigger a workflow). Ideal for office managers.
Columns by status (To Do, In Progress, Completed, To Validate). Track progress and identify bottlenecks at a glance.
Chronological timeline per technician. Plan, anticipate workloads, track deadlines. Ideal for field coordinators.
✓ Data approval : a manager validates or rejects field entries before ERP synchronization
✓ Workflow activation : a validation automatically triggers an action in the ERP or an email
✓ User views and filters : each collaborator has their own filtered view according to their role (technician, coordinator, manager)
✓ Inline editing : modify a value directly in the table without reopening the form
✓ Custom report templates : define which fields appear, in what order, with what layout
✓ Available formats : PDF (formatted report), Excel (raw data), Zip (data + photos + attachments)
✓ Scheduled automatic sending : daily, weekly, or monthly, to configured recipients
✓ One-click manual export: generate an individual report or a batch of reports on demand
Create custom, advanced digital forms without development. Generate your databases linked to your forms.
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Your teams complete forms on web or mobile, with or without network access. Your subcontractors access the form with or without a license, via a link or QR code.
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Populate your forms by voice or by uploading a document. AI extracts the data and completes your form in seconds.
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Certified native connectors for Business Central and Odoo. REST API and webhooks for all your other systems.
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Yes. The Plugnotes dashboard is an interactive database. You can edit data inline, open the full report, validate or reject entries, trigger workflows, and export, all from the same interface.
Plugnotes offers three types of views: Table (filterable and editable data), Kanban (cards by status, ideal for tracking interventions) and Planning (chronological, for field planning). Each user can have their own views configured according to their role.
From the Plugnotes interface, you define which fields from your form appear in the report, in what order, with your logo and layout. The template can then be used to generate individual reports with a single click or automatically.
Yes. As soon as a form is submitted and potentially validated, the data is synchronized with your ERP (Business Central, Odoo, or other) in real time. Your managers and your ERP always have the same information, without delay or re-entry.
