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Codial
Certified Codial ERP connector

Connect Kolus to Codial to manage your field field service

Switch to paperless field service without changing your habits on Codial. You automatically synchronize your client records, spare parts, and signed work order reports.

Data flows

What flows automatically between Codial and Kolus

A proven gateway to eliminate billing delays and manual data entry.

📥 From Codial to Kolus

Reference data

  • 🏢
    Client and Site File
    Service addresses, on-site contacts, and commercial terms defined in Codial.
  • ⚙️
    Item and Parts Catalog
    Spare parts references, descriptions, and up-to-date sales prices.
  • 📦
    Equipment Fleet and Serial Numbers
    Equipment installed at your clients' sites, brands, models, and active warranties.
  • 📄
    Service Orders and Maintenance Visits
    Scheduled preventive service calls and initial troubleshooting requests.
📤 From Kolus to Codial

Service call data

  • ⏱️
    Time Spent & Travel
    On-site times recorded, approved by the manager, and fed into Codial.
  • 🔩
    Parts Removed From Stock
    Automatic deduction of parts consumed from the Codial van stock or warehouse.
  • ✍️
    Digital work order report (PDF)
    Signed PDF document with time-stamped photos archived in the Codial customer folder.
  • 💶
    Commercial Document Creation
    Automatic generation of the delivery note or service invoice in Codial.
Value added

Connected field service expertise for Codial

Maintain the rigor of your management while providing a modern application for your teams.

For technicians

Service call closure in 2 minutes on mobile

Voice-dictated reports, mandatory photos, and on-screen signatures:bringing an end to paper service forms.

For the field service manager

Visual and map-based schedule

Optimized route planning, meaning fewer unnecessary miles and greater responsiveness for urgent repairs.

For billing and sales administration

Same-day invoicing in Codial

Zero manual re-entry on Friday evenings:all validated parts and hours are converted into an invoice in Codial.

Environments

Compatible with Codial PME & Entreprise

Gateways tailored to your technical infrastructure:for example, installed on-premises or hosted in the cloud.

Codial PME & Entreprise (Cloud & On-Premise)

Compatible

Synchronization via exchange gateways and Codial APIs. It is therefore compatible with installations hosted in the cloud or on a local server.

Mobile Inventory Management (Vans)

Compatible

Support for multi-warehouse management to deduct spare parts directly from the intervening technician's vehicle.

Support

How does the gateway implementation work?

A project managed by our integration engineers to ensure the continuity of your management.

1

Business workflow scoping

First, analysis of tables and objects:matching third-party accounts, items, parts warehouses, and hour valuation rules.

2

Configuration in a mirror environment

Next, configuration of the connector on a test database. Then, simulation of actual service calls to validate inventory updates and commercial parts.

3

Validation and guided rollout

Finally, adoption of the mobile app by technicians and support during the first actual closures and invoices.

Move to paperless field service with Codial

30 minutes of discussion with our experts: we first evaluate the connection with Codial, then we review your field service challenges.

Codial FAQ

Frequently asked questions about the Codial connector

Do we need to re-enter our items or customers in Kolus?

No. On the contrary, the connector synchronizes your customer base, installed equipment bases and Codial item catalog in real time without any re-entry.

How are service invoices generated?

As soon as the field service manager validates the digital work order, Kolus sends the time and parts lines to create the corresponding commercial document in Codial.

Does the mobile application work offline?

Yes. In areas without a network, your technicians take photos, have the customer sign and record a voice note. This data then synchronizes as soon as the connection returns.

What support is provided during deployment?

Our industrial field service consultants first set up the gateway with your Codial distributor, then train your field and office teams.