Features

Folders, tasks, team, and tools on a single platform

With Foldio, save valuable time on all your procedures and improve communication between your colleagues and the external stakeholders at your office.

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Enhanced and Paperless Reports.

Whether on the go or at the office, complete your visit reports, minutes, or other correspondence in just a few clicks.

Fully customizable enriched forms

Minimizes the risk of errors associated with data entry

Chronological tracking of changes made

Option to add photos or attached files

Shared calendar

The shared calendar provides a clear and immediate overview of schedules and geolocation of your team members in the field, directly from your office.

Appointment scheduling assistance

Simplify and optimize the planning and travel of your team members with our tool that analyzes your team members' availability as well as distances between visit locations.

Simplified dashboard

Keep a global and instant view of your workload and priorities with a dashboard dedicated to each team member.

Task tracking

Prioritize, assign and supervise tasks for all team members while maintaining a clear perspective on their priorities.

Flexible and collaborative management.

Files are structured around events that are added to a timeline, facilitating reading and collaboration with your team members.

A summary sheet with key information

Detailed history of all actions taken

Your documents and photos classified and reorganized

Similar files automatically detected

Optimal and simplified financial balance

Our billing tool automates the conversion of timesheets, simplifying the billing process and preventing encoding errors.

Creation of sales journals

Sending invoices by mail or digital

Real-time tracking of expenses and income

Automatic bank reconciliation

Optimal and simplified financial balance

Automations

Optimize your processes and reduce the risk of errors by automating repetitive actions and tasks related to managing your files.

Performance tracking

Configure your performance indicators according to your sector and business operations to benefit from accurate analysis and tracking of your activity.

Contact register

Build a structured directory linked to your files and collaborators, and maintain clear and contextualized tracking.

Adaptive interface

Whether you're on the go or at the office, Foldio remains accessible everywhere and adapts to all types of screens to offer an optimal user experience.