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The method
Online presence

A clear website and an up-to-date Google listing turn a quick search into a phone call.

Paperwork on autopilot

No more handling every document one by one: everything is prepared, you check it, you send it.

Bring in AI

It reads, drafts the replies, points your customers in the right direction and even offers appointments.

Connect your tools

Your software finally talks to itself: no more typing things in twice, no more wasted time.

Get paid in 2 clicks

Stop chasing deposits, late payments and reminders: it all happens automatically.

Dashboards

One smart screen for all your figures, visible at a glance.

Customer loyalty

Your customers are contacted and rewarded at the right moment, without you having to think about it.

Scheduling

Your diary fills itself and keeps your customers informed. Fewer gaps, fewer things forgotten.

HR assistant

Hiring, onboarding, keeping the rota: your staff paperwork takes care of itself.

Streamline operations
Follow-ups & Reminders
Automatic email sorting

Sorted by urgency, with the reply already drafted in your tone of voice.

Automatic social media posts

Your posts come back written, approved in 10 minutes.

Update your own website

Prices, opening hours and photos changed in thirty seconds.

AI replies set to your rules, site and phone

Your hours, your area, your prices: never a word more.

Acknowledgement within 3 minutes

Message, missed call, email: the acknowledgement goes out on its own.

Online booking and reminders

The slot books itself, the reminder goes out the day before.

Bring a new customer back

A customer who came once becomes a regular.

Scheduled texts and emails

Birthday, review request, seasonal offer: they go out by themselves.

Win back customers who drift away

Customer gone quiet or service due: the reminder goes out on its own.

Getting Paid & Your Figures
Automatic quotes

Your line items and your prices: tick, check, send.

Automatic invoicing

The signed quote becomes the invoice, with nothing to retype.

Chasing unpaid invoices

Five stages go out on their own, from the polite nudge to the formal file.

Payment links and QR codes

They pay from their phone, the payment is logged on its own.

Subscriptions and prepaid cards

Collected on the 5th, so you know what's coming in next month.

Keep track of your numbers every week

Your margin known before the year-end accounts, not after.

Cash flow and stock under watch

If a figure steps out of line, you know by the morning.

Connect your software together

One customer record is the master copy, no more double entry.

Invoices & Documents
Mandatory e-invoicing 2026

Compliant for 2026, without changing how you invoice.

Prepare your VAT and payroll contribution returns

The file is ready before the deadline, checked and complete.

Insurance and compliance certificates

Every expiry date tracked, every renewal requested.

Receipts and expenses scanned

The receipt is matched to its bank line, ready for the accountant.

Keep your invoices for ten years

Filed straight away, so the paper can go in the bin.

Your company documents kept up to date

Kept current by themselves, sent as a single link.

Obligations at 11, 20 and 50 employees

Staff committee, training, new duties: seen coming in advance.

Recruitment & Onboarding
Write and publish a job advert

Published on every channel, edited in one click.

Sort the applications you receive

You open the right ones first, without wading through the lot.

Automatic replies to every candidate

Written in your words, as drafts. You check them, they go out.

Schedule job interviews

The slot drops into your diary on its own.

Contract, registration and access ready

Everything is prepared the moment you choose someone.

Rota & Team Management
Handle a last-minute absence

The right stand-ins suggested in order, from 6.41am.

Manage holidays and leave balances

Balances and clashes worked out automatically, you approve.

A rota the whole team can see

The same rota for everyone, on everyone's phone.

Clocking in and hours tracking

Phone, tablet or badge, whichever each person prefers.

Prepare the payroll figures

Hours, absences and bonuses gathered and checked.

Bonus calculation

Threshold, rate, split: the rule written once.

Your employees' key dates

Warned beforehand, never on the day it's too late.

Your shopfront
Google Visibility & Reviews
Google listing kept up to date

They type open near me, three listings come up. Yours is one of them.

Your website

Fast, easy to read, a site that makes people want to call.

Be found in your town

At the top when they search near home, town by town.

Social media kept alive

Regular activity, well presented, not filler.

Get Google reviews

QR code, card in the parcel, link in the email.

Online Booking & Payment
Online booking, 24 hours a day

Your free slots, booked in thirty seconds.

Estimated quote from tailored questions

They leave knowing what they want, and what it costs.

Electronic document signing

They sign with a finger, no printer or scanner needed.

Instant online payment

Settled on the spot, no chequebook or cash to find.

Invoice sent to the customer automatically

Tidy, immediate, and easy to find the day they need it.

Payment reminder to the customer

A courteous note, the button to pay, the relationship intact.

24/7 Automatic Replies
24-hour phone answering

No ringing out, no full voicemail, no press-1 menus.

AI assistant on your website

10.15pm, they have a question. They get the answer now, not at 9am tomorrow.

Instant confirmation message

A precise acknowledgement: they know it's been received, and when to expect a reply.

Online client area

An area in your colours, built for your own customers.

Job progress updates for the customer

Silence turns a patient customer into a furious one.

Due-date reminders for the customer

Service, inspection: reminded three weeks before the date.

Loyalty Cards & Rewards
Sign up a customer in two clicks

Ten awkward seconds saved, one customer kept.

Welcome message to the customer

Thanked, recognised, invited back. Not a till receipt.

Digital loyalty card

Their card lives in their phone, found by their number.

Your customers bring you more customers

They mentioned you on Thursday: one link, and their colleague comes in.

Gift cards and session bundles

The remaining balance, the message, the date, all in their phone.

Monthly customer subscription

A fixed amount, clear perks, the freedom to stop.

Birthday message to the customer

Birthday, celebration, special occasion: the offer arrives on the day.

Win back a lost customer

Nothing reminds them you exist any more. Except this.

Recruitment & Job Adverts
Online application form

A complete application in two minutes, on a phone.

Acknowledgement to the candidate

They apply at 9.41am, their phone buzzes at 9.42am.

Interview booked in one click

They pick their time, and receive the address, the length and what to bring.

Their documents uploaded online

Everything requested, guided and checked, without you lifting a finger.

Immersion
Remote review 30%

Remotely: you describe what's holding you back, Atlas® analyses it and designs the solutions from a distance.

Streamline operations/Invoices & Documents

Your certificates, never out of date

Ten-year insurance, professional liability, URSSAF vigilance, tax compliance: every expiry date tracked, renewal requested ahead of time, the right version goes to the right customer. No more jobs held up.

Set-up: one hour with you, the only time you lift a finger.
Book an assessmentFree and no commitmentTry the module

Your certificates, expiry dates read from each document

CertificateTen-year building insuranceValid until 31 March 2027
Nothing to do

More than six months away

CertificateProfessional liabilityValid until 30 June 2027
Nothing to do

More than nine months away

CertificateURSSAF vigilanceValid until 3 November
J-60RequestedChased

Expires in 60 daysRequest sent from your URSSAF accountNo reply after 30 days: chased

CertificateTax complianceValid until 31 December 2026
Nothing to do

Nearly four months away

The only moment you pick up: 15 days beforeEverything is tracked
8:10Monday 19 October
URSSAF vigilancenowExpires in 15 days. The new one has arrived: send it to your 4 clients?
8:10
URSSAF vigilancenew certificate, valid until 3 May 2027

To send to

SCI Les Pinsat every renewal
Résidence Les Oliviersat every renewal
Atelier Brunat every renewal
Boulangerie Lenoirat every renewal
LaterSend4 dispatches logged: who, which day, which version

No more jobs held up
over an out-of-date document.

From 24 EUR a month
01It's for you if

Five lines, just one is enough

  • 01
    You've already hunted for a certificate in your emails, on a Friday evening

  • 02
    A client held back your payment while you tracked down the document

  • 03
    You couldn't say, right now, when your ten-year insurance expires

  • 04
    You send the same certificate three times a year to the same client

  • 05
    You use subcontractors and you don't check their paperwork

A
URSSAF vigilance

New certificate requested. Valid until 12 September, sent to your four clients.

Monday 8.10 am
D
Ten-year building insurance

Current until 31 March 2027. The six-month reminder is set.

Nothing to do
02Do the sums yourself

You decide, step by step, what you hand over

Here's what becomes of a certificate due for renewal or requested by a client. At each step, say whether you keep doing it or Atlas® takes it on: the counters recalculate before your eyes. The initial gathering happens once: one hour with you, the only time you lift a finger.

A certificate, step by step
Keep everythingHand over everything
1

The expiry date is read, the countdown starts

Each document is read, its expiry date comes out and lands on the dashboard. URSSAF vigilance counts double: it expires after six months.

YouAtlas®
2

Renewal is requested early enough

The request goes to your insurer or your URSSAF account 60 days ahead. No reply after 30 days, a chaser goes out, and you know about it.

YouAtlas®
3

You approve with one word

15 days before, the alert reaches your phone: the only moment you pick up. Taking out, changing or cancelling a policy stays between you and your insurer.

Still you
4

The right version goes to the right client

Each client receives the one that concerns them, at signing and then every six months. Every dispatch is logged: who received what, which day, which version.

YouAtlas®
See a certificate being handled
You count
-+
requests
What it gives back to you
-
recovered per year
100% tailored. Indicative estimate, not a firm price: the exact rate is agreed with you at the assessment.
See my estimate

Does this module speak to you? See what it does with your figures.

03The Friday case

He wants the vigilance certificate before paying your progress bill

18,400 euros to be paid. Without a current vigilance certificate, nothing moves.

Friday 4 pm, you reply in one sentence. Or you don't reply at all.

July's is already online, requested on the 2nd, valid until 12 September. This client received it when the contract was signed, with the ten-year insurance and the Kbis. The six-month reminder is set: the next one will go out without you thinking about it.

18 400 €held back as long as the vigilance certificate is missing
6 monthsthe validity of a certificate
Today, without the module
Searching

The one you find dates from February, more than six months old

Expired
Blocked

The URSSAF password is back at the office

Friday 4 pm
Postponed

You call back on Monday, two more weeks

+ 14 j
Out

18,400 euros sitting with your client

Suppliers on 30 days

It's not a whim. Without it every six months, your client becomes jointly liable for your contributions: Article L8222-2.

04What the law says
75 000 €
fine, and six months in prison, for building work without ten-year insurance.
10 years

the period during which your liability as a builder applies

5 000 €

excluding VAT: above that, your client must ask you for the URSSAF vigilance certificate

6 months

the validity of a vigilance certificate, to be supplied again every six months

Articles L241-1 and L243-3 of the French Insurance Code: ten-year insurance compulsory from the start of the job, six months in prison, 75,000 euros.

L8222-1 and D8222-5 of the French Labour Code, L243-15 of the Social Security Code: vigilance certificate less than six months old, from 5,000 euros excluding VAT.

05What we guarantee you

The limits, stated up front

What it will never do

  • Take out, change or cancel an insurance policy on your behalf
  • Guarantee you're covered: your insurer accepts you, not us
  • Send a certificate to someone who isn't on your list
  • Replace your broker, your insurer or your accountant

What's written in the contract

  • Every dispatch is logged: who received what, which day, which version
  • Your documents stay yours, we act only on your instructions
  • No other provider in the chain without your written consent
  • Full return of your certificates at the end of the contract

The insurance obligation remains yours, Article L241-1 of the French Insurance Code: the module watches the dates, it doesn't insure you.
Your documents: Article 28 of the European regulation.

06The time it gives back to you

What you get back, every month

-a week
-a month
-on each request

Based on - requests and - of 3 steps handed over, that is - each.

Atlas Advisory® Book an assessment