Nothing missed
Anticipate key dates, incidents and obligations
Automate reminders:late payments, renouvellements, inspections, documentsettasks. This module turns your management into a systemproactif: an alert triggers aaction, with atrace.
Back to dashboard
Create an alert
Promesse
Nothing missed
Key dates secured
Result
Fewer losses
Late payments, vacancy, penalties
Compliance
Traceability
Owner + date + evidence
Pourquoi ce module est critique
Oversights are expensive (cashflow, penalties, disputes, time). A well-structured alert replaces managing it all in your head, and makes your decisions defensible (TAL, accountant, partner).
Alert categories
Standardized categories, for alerts that stay consistent, filterable and usable.
Paiements
late, partial, anomalies
- Retard J+1 / J+3 / J+7 (escalade)
- Partial payment (balance tracking)
- Anomaly (inconsistent amount)
Baux & TAL
renewals, critical dates
- Renewal notice (window)
- Increase (file preparation)
- Lease / signing deadline
Maintenance
inspections, follow-ups, deadlines
- Annual / seasonal inspection
- Repair tracking (ticket)
- Supplier / contract deadline
Accounting
month-end, reports, exports
- Month-end: expense validation
- Annual reports: preparation
- Export comptable (CSV/Excel/PDF)
Best practices
Rule
One alert = one action
otherwise it is ignored
Clarity
Owner + due date
who does what, and when
Preuve
Mandatory audit trail
message, document, note
Suggestion IA (phase future)
Automatically prioritize alerts (cashflow impact / TAL risk / urgency), suggest the next action and generate a message or document (follow-up, notice, reminder).
Quick actions
The goal: handle critical alerts first (cashflow, TAL), then the recurring tasks.
Raccourcis TAL
Recommended action
Start by setting up the recurring alerts (payments, renewals, inspection), then review the critical ones every week.
Configure alerts
View payments