General
Learn about the general possibilities within Climapulse Service.
General
The functionalities of Climapulse Service differ depending on your role as user and the modules provided. Getting to know a new system takes some time. To lower that threshold, we try to display information as consistently as possible, whether it concerns an order, customer or installation.
Dashboard
After logging in to Climapulse Service, you will always end up in the dashboard by default. Here you can see at a glance which checks need to be carried out, which interventions still need to be scheduled, what your stock of coolants is like, etc.
You can optimize your way of working within Climapulse by, for example, planning assignments in advance (with the status To be carried out).
When you log in as a technician, you can complete the assignment directly from the Dashboard, have it signed and forwarded to the customer.
Inbox
Your inbox will receive all notifications from and within Climapulse. These messages will be automatically deleted after 60 days. Messages that you have marked with a star will not be deleted.
Menu
On the left of the screen you will find the menu. This contains all the menu items that are available for your account. From this menu you can navigate to the overview of all your lists.
Tasks/Planning
In Climapulse Service there is a central place to manage all tasks. You can create personal tasks here (for example, schedule leave, schedule intervention at customer X, etc.) so that you have a handy to-do list.
Have you prepared an assignment with the status To be executed? Then it will also be shown in the task list. This way you can immediately see what is planned for the near future.
You can distinguish a personal task from an assignment by the symbol that is displayed to the left of the task/assignment. Is there a checkbox? Then it is a task. Is there a icon? Then it is an assignment.
Attention
Lists
A list screen is divided into several standard components:
- Title and options
- Filters
- Items with their name and description and any options specific to the given item
In the screenshot below you can see these components in a list:
- The title Customers top left.
- The option to add aNew customer top right.
- A filter that allows you to quickly find a customer, filter in depth and sort the list.
- Under the “New” button there is even the option to export the customer data to an xlsx file.
- You have options for each individual item. Click on the blue link on the left or the eye on the right to view the item’s details. Press the pencil to make changes. Other options are hidden behind three dots; press there to consult those extra options.
If you do not see certain options, you do not have the required access rights.
Common options
![]() |
Add Allows you to add a new item. |
![]() |
Edit Press on the pencil to change the details of an existing item. Depending on the context, there are other, better options available, such as archiving an installation. |
![]() |
Delete Permanently delete an item. You will first have to confirm before the item is actually deleted or be shown what needs to happen before that can happen. |
![]() |
Copy Choose this option if you want to add a similar item. |
![]() |
Download / Export As an administrator or manager, you will typically find this with lists. Click on it to download a spreadsheet containing all the data that appears in your list. |
![]() |
Archive Archive data that you no longer use. Further changes are impossible unless you unarchive the item. |
![]() |
Unarchive Have you archived an item but still want to make changes? Then unarchive it first. |
![]() |
Search Enter your search terms and press Enter. |
![]() |
Remove relationship You will find this icon on so-called related items, such as a measurement or time registration. Press the button to delete the corresponding record. |
Detail screens
The detail screens allow you to consult the detailed data of an item. This of course differs per opened item. For example, for a customer, it is mainly about their name, address and any contacts. At the top right you see the possible options again.
Add items and change
When adding or changing an item, you will be confronted with forms. Where necessary, it is explained which information is expected. Mandatory fields are shown in bold and marked with an asterisk.
If you have added or changed all the necessary information, click Save at the bottom of the form and your changes will be saved. If not, you will be explained what the problems, for example a mandatory field that is not filled in or a numeric field with the value “abc”.
Deleting items
Deleting data should be an exception and should only be applied when it concerns an incorrect item or duplicate. In addition, we apply some restrictions to prevent you or a colleague from shooting yourself in the foot. For example, a customer may only be deleted if there are no installations linked to it, an installation may only be deleted if there are no orders linked to it and a coolant cylinder can only be deleted if it was not used.
Exclusively for administrators
As an administrator, you have more options than a manager or technician. It is your responsibility to keep the system and adjust it to the needs of your organization.
To do this, take a look at the Settings and the Accountbeheer. If you work in a team, be sure to also read the topic Gebruikersbeheer. To keep track of everything, you can use our reporting tools.
Practical guidelines
Make clear agreements
- Determine who is responsible for managing customers, locations and buildings. Can a technician add a customer himself if he cannot find one or should this be done by someone in the office, who typically has more information.
- Sometimes the intervention of an administrator or manager is required. Designate the people who fulfill this role on a daily basis so that technicians know who to contact.
- Raise awareness among your employees. Via Climapulse Service you can quickly share data with the end customer, but this also means that smart remarks can quickly end up in the hands of the customer. Things that you would not write down on a paper work order do not belong on the digital version either. If there are any sensitive remarks during an assignment, they can be noted in the Internal notes field.
- Determine which serial number of a cylinder is registered. Coolant bottles often have multiple numbers, so clearly record which number must be used to identify the bottle. This way you avoid duplicates.
- Determine who may register those bottles. If you have a permanent warehouse employee, make agreements about what should happen if a technician has purchased a bottle of coolant himself.
- Determine who will deliver certificates and work orders to the customer. Does the technician do this immediately after the assignment or is this done at the office?
Use the knowledge base and inventory
- Set up a clear structure, for example with a folder structure Manuals > Brand > Model.
- Use the documents as an attachment and share them with the customer where necessary. If the customer can fix a problem themselves, they are helped immediately and it saves you the time of having to put other work aside and make an appointment.
- Manage your inventory
More information = better
To make the work on site as efficient as possible, Climapulse ensures, for example, that only the most essential information about an installation needs to be recorded. Once the work is completed, there is still time to add that data. Therefore, record which properties of an installation must always be filled in. Whether the manual should be linked immediately, or whether a brief explanation should be provided about how to get into the engine room in the first place.
The more information, the better. The colleague who is conducting a follow-up appointment will be immediately involved in the story.
- If you have an existing list of customers, that list can be imported. Contact us for details.