EPAdossier

ToverWeb

About this app

The EPAdossier companion app, for advisors who do their work outside the office.

EPAdossier is the platform where EP advisors and certificate holders manage every file, from the first application to fifteen years of audit-proof archives. This app brings the part you need in the field to your pocket: your calendar, your visits, team planning, and your hours. The rest of the platform stays where it works best; in the web app in full screen.

YOUR DAY, ALWAYS AT HAND
• See at a glance which visits, appointments, and deadlines are scheduled for today and this week
• Switch between day, week, and month views
• Do you work for multiple organizations? All your work is together, no matter where it comes from

ON THE WAY TO A VISIT
• Address, client details, and file information for every appointment
• A map with the location and one tap to your navigation app

PLANNING FOR THE TEAM
For planners: the organization's complete planning board, at its best on the iPad. • Distribute visits to advisors by dragging them to their designated spots
• See who is available when — holidays and absences are flagged before you schedule, not afterwards
• Clear the list of unscheduled addresses

REGISTER HOURS
• Start and stop the timer with a single tap
• Link your hours retrospectively to the correct file or project

Please note: EPAdossier is a business app. You need an existing EPAdossier account provided by your organization — you cannot create an account within the app itself.

Want to know more? Visit epadossier.nl

What’s new

Eerste versie van de EPAdossier-app voor adviseurs.

• Je agenda en planning altijd bij de hand
• Bezoekgegevens met kaart en navigatie naar het adres
• Dagroute langs al je bezoeken
• Uren bijhouden onderweg
• Werkt offline: je laatst geladen gegevens blijven beschikbaar zonder verbinding
• Wissel eenvoudig tussen organisaties