News, tutorials and tips for efficient DDD service management
The protocol calendar connects the visit plan, a prepared protocol for the technician, and optional synchronization with Google Calendar. The office plans work in Deratix while the technician also sees their day in the calendar they normally use.
Instead of uploading files one by one, you unpack the whole archive at once. The app recognises the client, document type and period from the folder structure, and you only review the preview before saving.
A submitted protocol doesn't have to be final. A manager can reopen it, return it to the technician for corrections, or review it before it reaches the client. Each of these options can be enabled based on what the company actually needs.
Importing clients from a file helps you migrate your database without manual retyping, with a preview before import and careful matching of existing clients.
Protocols, documents, service locations, and basic client information are all available in one place after logging in. Your office no longer needs to repeatedly track down the same attachments or manage shared access outside the system.
SDS sheets, contracts, certificates, and maps are stored with clients, sites, and materials. The client portal also automatically displays SDS sheets for materials that have been uploaded and appeared in protocols within the last 24 months.
Contextual help and interactive walkthroughs help new team members find their way around faster — without searching for a manual on the side.
Dashboard statistics show in one place how much work your company actually handles, which clients and technicians carry the highest volume, and how material usage and installation types change over time.
One person can have full control over Deratix, while the rest of the team gets access based on their actual responsibilities — and every change stays traceable.
Color-coded tags help categorize clients and protocols by what your company actually deals with: invoicing, priorities, complaints, and recurring issues.
Client, site, materials used, photo documentation, signatures, and final delivery all stay in a single record. Technicians no longer need to piece together the result from notes, attachments, and manually tracked data.
When a technician arrives on site, Deratix uses GPS to suggest nearby locations and shortens the path from arrival to creating a protocol.
Press Ctrl+K to open a client, protocol, document, or page without clicking through menus and lists.
The technician finishes the form, photos, and signatures on site. The in-progress protocol stays on the device and syncs automatically once connectivity is restored — no manual re-entry needed.
Each site can have its own contact person, phone number, email, and supporting documents. The result is fewer mistakes during service visits and fewer protocols sent to the wrong address.
Field photos stay attached to the protocol, complete with descriptions, ordering, and placement in the PDF. Technicians don't have to shoot photos into a separate gallery, and the office doesn't have to sort them later from emails and shared folders.
Organizational, structural, and hygiene deficiencies are recorded separately, each with its own description, photos, and traceability in protocol history. Records no longer get buried in a single general note.