Client Area
All documents centralized and organized
Client Area
Todos los documentos centralizados y ordenados
Private Client Area
Rentabiliza tu tiempo y evita errores
Differentiate yourself from the competition with added services for your company, such as the powerful client area in EviSane. In it, your clients will find all their information centralized, organized, and accessible at any time and from anywhere.
Automatically, all documents or information related to them will appear: contracts, diagnoses, certificates, monitoring reports, legionella prevention and control books or HACCP, trend analyses, laboratory results… As well as the information related to your company that you need to share with them, such as the training and credentials of the technicians or company certificates.
This area is also the best communication tool with your client: they can open incidents for you to visit or text you directly through the internal communication chat.
Access is as easy as using their email and the password they choose. What are you waiting for to showcase your private client area?
Centralized Official Documents
Completely automatically, your clients will find their official documents organized and centralized in their private area.
So, the moment you generate a situation diagnosis, treatment certificate, monitoring report, cleaning certificate… They will appear automatically and in real time in the client area, even with their captured signature!
Of course, they will also find other documents, such as invoices, contracts, quotes, laboratory results, files uploaded to their profile, training and ID cards of your technicians, ROESB…
Biocide Product Information
Delivering information about the biocide products used in pest control or legionella cleaning and disinfection certificates to your client is easier than ever.
In their client area, detailed information about all biocide products used in their facilities over time will appear automatically and in real time, providing them with all the relevant data: trade name, registration number, type of biocide, dosage, safety period, and more.
Attached files you’ve uploaded to that product record, such as the PDF of the safety data sheet or the registration number enrollment form, will also be displayed.
Maintenance Book Management
With EviSane, you’ll now be able to automate your legionella prevention and control books and HACCP (Hazard Analysis and Critical Control Points) so that your clients can complete them from their private area.
You just need to schedule the elements to be measured on the calendar and then grant access to your client in their private area. Your client only needs a mobile device (tablet or phone) or a PC to record these measurements day by day while performing assessments of the facilities.
The immediacy and digitization of maintenance books will allow both of you to eliminate paper, storing all results centrally in the cloud, and generating reports and result evaluations.
Incidents and Chat
At EviSane we want communication with your client to be as smooth as you’d like. That’s why the client area has two tools that will help you further build customer loyalty.
In their private area, your client has the option to open incidents: these are notices to request unforeseen and last-minute appointments that will automatically appear in your schedule for you to assign a date, time, and technician.
Prefer your client to have a free hand to write anything? Activate their internal communication chat, a feature as powerful as WhatsApp, allowing you to chat, send videos or audios messages, share PDF documents or images…
Digital Signature Capture
Need your client to review your documents at their convenience? In the client area, they can not only do that but also have the option to sign them once they’ve confirmed everything is in order.
From their private area, EviSane will display a box for your client to capture their digital signature, at any time and with any device (touch screen or mouse). This signature will be saved and included in the PDF of the respective document.
Finally, the client can download and print the final document from that same screen with your automated signature and theirs captured in real-time.
Multiple Access
It may be the case that you work with some large clients or municipalities that require more than one access, with different emails, to the same private area. With EviSane, now you can do that.
In the profile of each client, you can create as many accesses as needed, differentiate them by name, and grant the privileges you want to each one. This way, you have the option to configure each access to the private area according to the needs of your company and your client.
Need to allow a single user to access the documents of multiple clients? With EviSane, you can also ensure that a “superadministrator” can access and manage the official documents of several of your clients. All in real-time!
Find out why 19% of companies in the sector already trust us
The program perfectly complements the needs of our organization. An indispensable tool for our clients and for the ACTUALIA team. Undoubtedly, all companies in the sector should have it. I want to highlight the exquisite attention that EVISANE has provided us at all times. Thank you.
In January 2020, we started using EVISANE Software to manage all technical documents of the company. Since then, we have established a very close relationship of collaboration and adaptation of all CPL protocols and procedures, with constant collaboration, exquisite attention, total availability, full accessibility, and above all an impressive ability to generate solutions. We are very pleased with the implementation achieved and for having chosen EVISANE for this purpose. We look forward to continuing to grow together in the digitalization of all our processes.
Excellent platform, very easy to use for technicians and clients, with continuous updates and at a competitive price. The service, if any problem arises, is quick, efficient, and friendly. We couldn’t be more satisfied in the company. It was a great decision to hire them.
At present, we are working with Evisane and we are very pleased with the services contracted and the treatment received, which has been exceptional from the very beginning.
Excellent software company for our sector, it makes my daily work much easier and I couldn’t be happier. Continuously improving and updating. The interaction with the team is very personal, and they quickly solve any doubts. I recommend it 100%.
At our pest control company, we work with Evisane and we are very happy, both with the platform and with the treatment from their staff. Highly recommended in every way.
The app is very intuitive and easy to use. The support team is top-notch, they solve queries immediately. They are all super attentive and friendly, making everything seem easy. 100% recommended. Congratulations team!
A program that takes away a lot of work. It makes pest control tasks very easy and fast. I’m delighted. I recommend it 100%.
Very good application for the environmental health sector, constantly developing new features, they are always available to help with any questions, we are very happy.
Possibly the best investment I have made in the company in the last twenty years. It is an excellent working tool and in continuous evolution, improving day by day in all areas of my work without this having meant an increase in cost. Excellent!
A very efficient program. Very easy to handle and a very comfortable working tool. Highlight the attention of the staff, any problem that arises, they solve it on the spot. Recommended 100%
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