01 · Before the visit
Qualify what is covered.
Contract, site, asset, SLA, package, approval and quotation give the team a readable framework.
OTILA CMMS
Turn the intervention into a commercial record.
OTILA CMMS · Sales & billing
Turn the intervention into a commercial record.
Preserve the field evidence.
Connect contract, quotation, intervention, parts, time and billable items for maintenance services sold to customers.
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The delivered service remains explainable from customer commitment through billing.
From commitment to billable record
Service value must remain visible all the way to finance.
The module connects contractual coverage, executed work and chargeable items. The goal is not blind billing; it is to make every amount explainable.
02 · During the visit
Document what was actually delivered.
Time, travel, parts, actions, photos and reservations remain attached to the same work order.
03 · After the visit
Control before valuing.
Rules, rates, approvals and variances produce a readable pre-billing record before finance transfer.
The operational journey
Three stages. One continuous flow.
Explore each stage: actions, information and expected evidence stay connected in the same business record.
Contract reconciled with the assetStage 01 · Commit
Clear contractual coverage
Identify what is included, subject to approval or billable before the intervention.
- Useful information in context
- Clearly assigned responsibility
- History and evidence retained
01 / 03
Decision lab
Arbitrate the cases that create disputes and missed billing.
The scenarios claim no fictional gains: they show the rule, approval and evidence required for a defensible record.
01 / 04
The customer requests an urgent intervention outside coverage.
Situation
A technician may be available, but coverage, rate and authority to commit are not yet confirmed.
Decision to design
Obtain the required approval or accepted quotation before committing out-of-contract items, unless an approved emergency process applies.
Expected evidence
Request, decision, author, time, pricing rule and link to the contract.
What the capability changes
Outcomes that field teams and management can understand.
Coverage respected
Teams distinguish included, out-of-contract and approval-dependent work.
Fewer omissions
Time, parts and services are captured during execution.
Faster billing
Complete records require less reconstruction.
Integration by design
The module fits into your ecosystem.
The systems shown describe exchanges to assess; they are not a list of native connectors. Data contracts and responsibilities are approved during scoping.
Security, rights, monitoring and recovery are addressed for every flow.
B‑AGILEbusiness capabilityOTILA GMAOCRMERPFinanceInventorySignature
Information-system boundaries
OTILA documents the service; finance retains accounting issue.
The exact contract, quotation and pricing scope depends on the selected architecture. This page assumes neither native connectors nor ERP replacement.
01Execution & evidence
OTILA CMMS
- Owns
- Work order, technician, time, parts, actions, reservations, service report and chargeable items.
- Exchanges
- Statuses, consumption, evidence and a controlled pre-billing record.
02Customer commitment
CRM · Contracts
- Owns
- Customer, opportunity, relationship, offer, coverage and approvals under the selected commercial system.
- Exchanges
- Applicable contract, request, quotation, approval and customer context.
03Billing & accounting
ERP · Finance
- Owns
- Parties, taxes, accounts, invoice, credit note, due date, payment and entries.
- Exchanges
- Approved items, references, amounts, issued invoice and financial status.
Go further
Structure a profitable service without weakening evidence.
Content connecting contracts, field execution, costs and customer experience.
Scoping questions
What must be clarified before deciding.
The final scope depends on your architecture, responsibilities and required evidence.
Does OTILA issue the accounting invoice?
The module prepares the items; issue depends on the approved financial system and process.
Can it manage quotations?
Quotation, approval and conversion into a work order must be designed with the commercial process.
How are packages, out-of-contract work and additional services separated?
Coverage, approval and valuation rules are defined by contract and applied to the intervention record.
Can parts and travel be valued?
Yes, if units, rates, sources, approvals and financial treatment are confirmed in the selected scope.
How are an invoice or credit note handled after a dispute?
OTILA retains the intervention and evidence; invoices, credit notes and accounting entries remain in the responsible financial system.
Start from your context
Validate the value, interfaces and right scope.
Navigator prepares the diagnostic. A B‑AGILE expert then turns the context into a decision path.