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Create an intervention code

Here is the procedure to view and create an intervention code.

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over 2 weeks ago

See the existing Intervention Codes

  1. Go to the administration.

  2. Click on the “Interventions” tab.

Here you can see all the intervention codes already created.


Create a new intervention code

You can add a new code by clicking on “+ Create code” at the top right of the page. You can then save your code and description.

💡 Good to know

All codes beginning with “S” are reserved for interventions created automatically by the system.

For example, “SA” means an activity that has been completed by the customer through the mobile application.

Visibility

The intervention codes that you create are visible and accessible to other members of your company.


Paid intervention codes

Paid codes are linked to your customer billing. Once used, they are added to your customers' invoices.

Paid codes are linked to a price.

The currency is the same as the one used in your business account ($CAN, EUR, etc.).


💡 Tip

To simplify your searches, add a clear description.

Please note that this service code will be visible on the customer's invoice.


Here is an example:

Administration : Intervention codes


Client file : Interventions


Invoice sent to customer

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