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Neoo Commander: Your files move forward. You stay in control.

Prepare a customer reply, analyse a tender or organise the next actions. Commander brings together the context available in Neoo, your documents and your connected tools to help you move the work forward.

  • Business context
  • Usable results
  • Controlled actions
  • Understand
  • Prepare
  • Approve
  • Follow up

01 / What slows your files down

Everything is somewhere. Nothing is ready when you need it.

  1. “The customer needs an answer before noon.”

    TodayThe email, the schedule and the technician’s note sit in three different tools.

    With CommanderThe reply is prepared with its sources, and the open question is flagged before anything is sent.

  2. “A tender has just come in.”

    TodayRequirements, standard offer and references are compared by hand, page by page.

    With CommanderThe requirements are listed, the response outline is ready and the gap with your offer is isolated.

  3. “Where does the project really stand?”

    TodayBudget, approved time and open tasks are reconciled in a spreadsheet.

    With CommanderThe status update brings those figures together and highlights the next decision.

Typical situations, taken from the fictitious examples in the demo below: they are not testimonials.

See the three examples

02 / Interactive demo

A real need. A file that moves forward.

Explore three everyday situations: the useful information, the prepared work and the next actions.

Illustrative example · Fictitious data

Reply to a customer

Service visit INT-2048Atelier Rivage

To approve

RequestPrepare my reply to Atelier Rivage about their service visit and organise the follow-up.

Understand

The request and its sources

What Commander noted

  • The customer wants the visit before noon.Source S1
  • A slot is being considered at 10 a.m.Source S2
  • One piece of information is missing to confirm the visit.Source S3

Sources

  1. S1Customer emailEmail receivedCan you come tomorrow before noon? Please confirm the time slot.
  2. S2Schedule · INT-2048ScheduleSlot considered for tomorrow at 10 a.m. Visit not confirmed.
  3. S3Technician’s noteInternal noteThe availability of the replacement part still needs to be confirmed.

Prepare

The proposed result

Draft reply

Prepared · not sent

To: Atelier Rivage · Subject: Service visit INT-2048

Hello, A slot is being considered for tomorrow at 10 a.m. We are still checking the availability of the required part. I will confirm the visit as soon as this check is complete. Kind regards

Approve

The point to confirm and the actions

Point to confirm

Part availability to be confirmed

Until the part is confirmed, the reply does not promise a firm visit. Source S3

Proposed actions

  1. Save the draftProposed
  2. Prepare the task “Confirm part availability” for the service managerProposed
  3. Suggest a follow-up reminder at 4 p.m.Proposed

Prepare a tender response

Tender RFP-017Multi-site support

To approve

RequestAnalyse these specifications and prepare our response file.

Understand

The request and its sources

What Commander noted

  • Support coverage is required seven days a week.Source S1
  • The standard offer covers business days, from 8 a.m. to 6 p.m.Source S2
  • Two multi-site projects can be used as references.Source S3

Sources

  1. S1SpecificationsDocument receivedThe provider must offer support coverage seven days a week.
  2. S2Service catalogueInternal documentThe standard plan covers business days, from 8 a.m. to 6 p.m.
  3. S3Company referencesInternal documentTwo documented multi-site projects are available to prepare the references.

Prepare

The proposed result

Response file outline

Prepared · nothing submitted

  1. Understanding of the needPrepared
  2. Proposed coverage — decision pendingPending
  3. References to select2 projects availableSource S3
  4. Pricing to prepareTo assign
Requirement identified
ItemContentSource
Requested coverage7 days a weekSource S1
Standard offerBusiness days, 8 a.m.–6 p.m.Source S2
Decision neededCheck feasibility and pricing of the extension

Approve

The point to confirm and the actions

Point to confirm

The requested coverage exceeds the standard offer.

Feasibility and pricing of the extension must be decided before the file is completed. Source S1Source S2

Proposed actions

  1. Prepare the response outlineProposed
  2. Request operational approval for the extensionProposed
  3. Assign pricing preparation to the sales managerProposed

Review a project

Project AtlasStatus update

To approve

RequestGive me a status update on project Atlas and prepare the next decisions.

Understand

The request and its sources

What Commander noted

  • 18 h used out of a 20 h budget.Source S1Source S2
  • Three open tasks, one of which depends on a customer approval.Source S3
  • The effort needed to finish has not been estimated yet.Source S3

Sources

  1. S1Project budgetProjectWorking budget: 20 h.
  2. S2Approved timeTimesheets18 h approved on the project.
  3. S3Remaining tasksTasksThree tasks remain open. A customer approval is blocking the next step.

Prepare

The proposed result

Status update

Prepared · no message sent

18 h approved out of a 20 h budget

Data brought together
ItemContentSource
Working budget20 hSource S1
Approved time18 hSource S2
Budget left2 h
Open tasks3, including 1 awaiting customer approvalSource S3
Remaining workNot estimated

The budget left does not indicate the work needed to finish: no margin or overrun has been established yet.

Next decision

Confirm the end date and budget once the remaining work is estimated.

Approve

The point to confirm and the actions

Point to confirm

Estimate the remaining work before confirming the end date and budget.

The 2 h left are budget, not an estimate of the work required. Source S1Source S2

Proposed actions

  1. Prepare the approval request to the customerProposed
  2. Ask the project manager to estimate the remaining workProposed
  3. Prepare a decision point on next stepsProposed

Illustrative example · Fictitious data

File sources

    Fictitious excerpts prepared for the demo.

    This demo uses prepared scenarios and does not act on any real data. Available uses depend on the features, connections and access rights in your environment.

    03 / Automations

    Follow-up continues when the work repeats.

    Some files need the same check every day. Define the trigger, the conditions and the actions to carry out. Commander can rely on the configured workflows to organise the follow-up and surface the situations that need a decision.

    Other recurring follow-ups

    • A quote is awaiting a reply Prepare a reminder for the account owner.
    • A project is awaiting approval Remind the project manager of the blocking point.
    • Time entries must be checked before invoicing Flag discrepancies before the invoice is prepared.

    Example · Atelier Rivage

    Illustrative example · Fictitious data

    1. Trigger

      The service visit is waiting for a part.

    2. Condition

      Availability is not confirmed by 4 p.m. and the file is still open.

    3. Action

      Prepare a follow-up task for the service manager.

    Useful detail If a follow-up task is already open, update its context instead of creating a duplicate.

    Simulated situation: 4 p.m., file open

    If the part is pending Condition met: the scenario prepares a follow-up task for the service manager.

    If the part is confirmed Condition not met: no reminder is needed.

    Illustrative example. Triggers, conditions and actions are defined according to your configured workflows; external communications and invoicing follow your approval rules.

    04 / Neoo Forge

    Does your business need a specific tool?

    A tracking portal, a field-service app or a process specific to your business: Neoo Forge lets you build the missing features, alongside the data and modules available in Neoo.

    For Atelier Rivage, the next need could be a portal where the customer follows service visits, reads the reports and sends the missing information.

    1. The need

      Follow-up tailored to the customer.

    2. The application

      A business portal to build.

    3. The useful links

      Customers, service visits, documents and authorised access.

    Commander supports you in the work. Forge builds the tools that complete your business.

    Discover Neoo Forge

    Project example: the scope, timing and cost of a portal are defined separately from Neoo Commander.

    05 / Control and context

    Understandable information. Controlled actions.

    Commander relies on what your environment makes accessible and on the rules you set.

    1. The right scope

      Commander works with the data made accessible in the chosen environment.

      Details · The right scope

      Neoo roles and permissions determine the visible data and the authorised actions. An external tool is only used if it is connected and configured for your environment.

    2. Sources you can check

      The information used should be traceable to the relevant documents or records when this capability is available.

      Details · Sources you can check

      The first use case specifies which sources are consulted and how they are shown with the result.

    3. The right approvals

      Sensitive or binding actions follow the defined rules and approvals.

      Details · The right approvals

      You decide what is only prepared, what requires approval and what a workflow may execute.

    4. Visible follow-up

      Actions, their status and the situations to pick up remain clear to the team.

      Details · Visible follow-up

      The file’s context and history accompany the actions in Neoo.

    06 / Offer and getting started

    Start with a file that takes up your time.

    Choose a first use case, the information needed and the expected result. A demo lets you check the journey and pinpoint the connections that matter for your company.

    1. Choose the first use case

      Customer reply, file preparation, project follow-up or recurring workflow.

    2. Connect the useful context

      Data, documents, tools and the necessary rights.

    3. Check the result

      Test the journey, the exceptions and the approvals before extending it.

    Neoo Commander

    €99 / company / month excl. VAT

    Alongside Neoo Business or Neoo MSP. Activation and support depending on your project.

    Terms

    • A separate option from the management subscription, billed separately. Neoo Commander is not available with Neoo Free, Lite or Lite Pro: it needs a dedicated Neoo environment.
    • One price for the company, not per user.
    • Activation service: €490 excl. VAT, one-off. It only applies if your quote includes it; the quote defines its scope.
    • Standard AI usage included. Exceptional or premium AI consumption may require additional capacity.
    • Support, any third-party costs, commitment and cancellation: specified in the proposal.

    Frequently asked questions

    What does Commander do day to day?

    It brings together the useful context to prepare a reply, analyse a file and organise the next actions. Use cases are defined according to Neoo’s features and the tools connected to your environment.

    What information can it use?

    The Neoo data, documents and sources it has authorised access to in your configuration. A connection to a tool is checked and configured; it is not activated just because its logo appears in a catalogue.

    Can it act automatically?

    Automatic actions rely on defined workflows, conditions and rights. Some steps can remain subject to approval. The first use case clarifies what is prepared, what is executed and what must be confirmed.

    What is the difference between Commander and Forge?

    Commander supports the work with the available context. Forge is used to build or evolve an application, a portal or a business feature. They can complement each other when a process needs a specific tool.

    Do I need to use Neoo already?

    Neoo Commander is an option of Neoo Business and Neoo MSP: it is added to one of these subscriptions, on a dedicated environment, and is not available with Neoo Free, Lite or Lite Pro. The setup depends on your environment and the information to connect.

    Does the demo act on my data?

    No. This page uses prepared scenarios and fictitious data. A demo of your own environment is prepared separately.

    What does the price include?

    The subscription costs €99 / company / month excl. VAT, whatever the number of users. Standard AI usage is included; exceptional or premium AI consumption may require additional capacity. A €490 excl. VAT activation may apply if the quote includes it. The terms specify support and services: see the Pricing page or ask for a proposal for your first use case.