Help center
The Carnet d'Entretien Électronique user manual, step by step.
Welcome to the Carnet d'Entretien Électronique help center. You'll find short, illustrated articles, organized by topic, to complete each task step by step.
Where to start
If you're just getting started, follow the Account & getting started section: the articles below guide you step by step, with screenshots along the way.
- Sign up with an email and a password
- Sign in to your account
- Reset a forgotten password
- Set a new password from the link you received
- Complete your profile after an invitation
- Give your consent (Law 25)
- Sign out
- Edit your name and phone number
- Change your email address
- Change your password (signed in)
- Switch the application to English (EN/FR button)
- Read the privacy policy and the trackers notice
- Export my personal data
- Delete my account
Dashboard & navigation
Find your way around the application: read your dashboard and its cards, choose the period, view the whole building, export, contact the board, follow your notifications, use the menu on computer and phone, understand access messages and write to the team.
- Read your dashboard
- Choose the analysis period
- View all the building's interventions
- Export your dashboard (Excel or PDF)
- Contact the board of directors
- View your notifications
- Find your way around the menu
- Understand access messages
- Write to the team (Help & Feedback)
Building & team
Create and configure a building, then manage the team that has access to it (invitations, roles, administrators).
- Create a building (4-step wizard)
- Follow the 5-step startup checklist
- Request the data-entry service ($200)
- Switch the active building
- Edit building information
- Manage the building's subscription
- Download a backup of the building
- Delete a building (danger zone)
- Invite a member to the building (email + role)
- Resend or cancel a pending invitation
- Promote or demote an administrator
- Change a member's business role
- Remove a member from the building
- Reactivate a former member
- Find members' contact details
Maintenance logbook: definitions
Define the maintenance logbook's recurring tasks: creating, editing and deleting a task, setting recurrence and priority, defining default assignees, and resolving scheduling conflicts.
- View, filter and export the maintenance work list
- Create a maintenance task (official or routine)
- Edit a maintenance task
- Delete a maintenance task
- Set recurrence, active period and execution month
- Set a task's priority
- Resolve scheduling conflicts after a change
- Define default assignees
- Track a task's interventions (Upcoming and History)
- Use the Discussion of a maintenance task
Interventions (occurrences)
Track and complete the interventions generated from the logbook: view and filter the list, see details, change status, mark compliant or non-compliant, record the completion, and manage photos, documents, history and assignees.
- View, filter and sort interventions
- View an intervention's details
- Switch an intervention to edit mode
- Change an intervention's status
- Mark an intervention compliant
- Mark an intervention non-compliant
- Record the completion (supplier, date, cost, notes)
- Manually schedule an intervention
- Add and view photos and documents
- View the change history
- Comment on an intervention (Discussion tab)
- Export an intervention to PDF
- Assign or unassign yourself from an intervention
- Send a reminder to assignees
Non-compliance: resolution, follow-ups & override
Handle non-compliant interventions: mark a problem fixed (resolution), plan corrective follow-ups, navigate between a non-compliance and its follow-ups, and correct a status set by mistake (administrator override, logged reason).
- Resolve a non-compliance
- Undo a resolution
- Create a follow-up
- View the parent ↔ follow-ups link
- Force (correct) a locked status
History
Find all the building's completed interventions in the History tab of the menu: view them by year, filter and search, and export them to Excel or PDF (with the compliance rate).
Routine repairs
Report and track a building problem independently of an inspection: create a routine repair, move it forward (Reported → Assigned → In progress → Resolved → Closed), assign it, manage its checklist, attachments, warranties and discussion, filter and export the list, and delete a repair.
- Report an issue (create a routine repair)
- View and edit a routine repair
- Change the status (resolve, close)
- Force (correct) a closed status
- Assign or self-assign
- Checklist, attachments, warranty and discussion
- Filter and export routine repairs
- Delete a routine repair
Major repairs & replacements
Plan and track major repairs and replacements over the building's life cycle (roof, windows, balconies…): plan a work, move it forward (Planned, Preparing, Approved, In progress, Completed or Postponed), assign it, manage its checklist, attachments and warranties, filter/export the list, send a reminder, and delete a repair.
- Plan a major repair or replacement
- View and edit a major repair
- Change the status / force a completed status
- Assign or self-assign
- Checklist, attachments, history and discussion
- Add a warranty
- Filter, export and send a reminder
- Delete a major repair
Components & suppliers
View the building's component register (condition, end of life, items to watch) and each component's record, and keep the suppliers directory: filter and export the register, edit a component, manage suppliers (add / edit / delete), see their linked interventions, and link a supplier to a work.
- View the component register (condition, end of life, to watch)
- View a component's record
- Edit a component (description, installation, lifespan, cost, image)
- Add an inspection report to a component
- Add a warranty to a component
- Filter, search and export the component register
- View the suppliers list
- Add, edit or delete a supplier
- See a supplier's linked interventions
- Link a supplier to a work or intervention
Use search (at the top of the sidebar) to find a task directly.
