Help center
Eskadia documentation
Everything you can do on the platform today, module by module. Search for what you need or browse the sections.
For developers
Your first API call in a minute
- 1An admin creates an API token in the settings.
- 2Save it as ESKADIA_TOKEN and make your first call.
- 3Browse the full reference, download the OpenAPI file or give the context to your AI.
List contacts
curl "https://app.eskadia.com/api/v1/contacts?page=1&per_page=5" -H "Authorization: Bearer $ESKADIA_TOKEN"Most viewed
- Invite your teamGetting started
- Connect your emailEmail inbox
- Put the chat on your websiteWebsite chat and conversations
- Send a quoteProducts and quotes
- Clock in from your phoneMy portal and mobile app
- Connect your system via APIIntegrations and API
Some modules depend on your plan: we switch them on when you move to it.
Get started
Sales
- In every planContacts and companiesPeople and organizations, with your whole relationship in one record.Read
- In every planLeadsProspects who are not customers yet: receive them, work them and convert them.Read
- In every planDeals and pipelinesYour sales opportunities, stage by stage.Read
- In every planProducts and quotesYour catalog and the proposals you send to customers.Read
- In every planProjectsWhat you sold, turned into organized work.Read
- From ProContractsAgreements linked to your customers and deals.Read
- In every planCustomer portalA private space for each customer, with no account needed.Read
- In every planSales targetsGoals per sales rep and how they're going.Read
Communication
- From ProEmail inboxYour email inside Eskadia, next to your customers.Read
- From ProWebsite chat and conversationsLook after your website visitors, with AI and with people.Read
- From ProSupportYour customers' requests, organized and on time.Read
- In every planCalendar and bookingsYour schedule in one place.Read
Team
Finance and purchasing
Industries
Artificial intelligence
Platform
Getting started
In every planSign in to your organization and learn to find your way around.
What you can do
- AccessCreate your free account on the Core plan or sign in with the invitation your organization sends you.
- Quick searchPress Ctrl+K (Cmd+K on Mac) to instantly find contacts, companies, leads, deals, quotes and projects, or jump to any screen.
- The headerNotifications, language (Spanish or English), light or dark mode and, if you belong to several organizations, switching between them.
- Help centerThe help button opens an AI chat that answers from the manual and hands you over to a person when needed.
- Home dashboardShows what matters for your role: your deals, team figures, forecast, pipeline health, targets and support.
How to
Invite your team
- 1Open settings and go to Team.
- 2Type the person's email and choose their role.
- 3They get an email invitation; once accepted, they join your organization.
Contacts and companies
In every planPeople and organizations, with your whole relationship in one record.
What you can do
- Contact recordBrings together change history and notes, emails, tasks, deals, tickets, files, tags and custom fields.
- Company recordEach company shows its contacts, deals, projects, tickets, notes and files.
- DuplicatesFind repeated contacts and merge them into one without losing information.
- ImportUpload contacts and companies from a CSV file.
How to
Import your contacts
- 1Prepare a CSV with one row per contact.
- 2In Contacts, click Import and upload the file.
- 3If duplicates show up, merge them from Duplicates.
Leads
In every planProspects who are not customers yet: receive them, work them and convert them.
What you can do
- Where they come fromWeb forms, your website chat (created automatically) or the API.
- Working themFilter them, see them on a board, reassign in bulk, set a next action with a reminder and export to CSV.
- ConvertTurn a lead into a contact, or a contact and a deal, in one step.
How to
Turn a lead into a customer
- 1Open the lead once it's qualified.
- 2Click Convert.
- 3Choose to create just the contact or the contact and a deal, which shows up in your pipeline.
Deals and pipelines
In every planYour sales opportunities, stage by stage.
What you can do
- BoardDrag deals between stages, with the total and weighted value of each one.
- Several pipelinesCreate different pipelines with their own stages, colors and probabilities.
- Deal detailsProducts, expected close date, lost reason, currency and an instalment payment schedule.
- Inactivity warningA deal with no activity for days turns amber and then red, so it doesn't go cold.
How to
Take a deal to close
- 1Create it with the customer, amount and expected close date.
- 2Drag it through the stages as it moves forward.
- 3When it closes, move it to Won or to Lost with the reason.
- 4From a won deal you can create its project.
Products and quotes
In every planYour catalog and the proposals you send to customers.
What you can do
- CatalogProducts and services with categories, variants, stock and per-customer price lists.
- QuotesLines with taxes and discounts, a global discount and promo codes; send them by email or as a PDF.
- Customer linkShare the quote with a link and see when it was viewed; the customer can accept or reject it from their portal.
How to
Send a quote
- 1Create the quote and pick the customer.
- 2Add products or lines, with taxes and discounts.
- 3Send it by email or download the PDF.
- 4You'll see when it's opened; the customer can accept it from their portal.
Projects
In every planWhat you sold, turned into organized work.
What you can do
- CreateFrom scratch, from a template or from a won deal.
- TrackingTasks, milestones, time logs, files, budget, notes and activity in tabs.
- For the customerWhatever you choose to share shows up in the customer portal.
Contracts
From ProAgreements linked to your customers and deals.
What you can do
- DraftCreate the contract linked to the company, contact and deal.
- Online acceptanceSend a link: the customer accepts it with their name and email, and you see whether it was sent, viewed and signed.
- RenewWhen it expires, renew it in one click: a new contract is created and linked to the previous one.
How to
Get a contract accepted
- 1Create the contract linked to the company or deal.
- 2Send them the acceptance link.
- 3The customer types their name and email and accepts it.
- 4The contract is marked as signed, with the date recorded.
Customer portal
In every planA private space for each customer, with no account needed.
What you can do
- What they seeTheir projects, quotes (which they can accept or reject), contracts and tickets.
- What you showSwitch each section of the portal on or off for each customer.
Sales targets
In every planGoals per sales rep and how they're going.
What you can do
- SetMonthly, quarterly or yearly targets per sales rep, in the sales settings.
- FollowProgress shows up on the home dashboard.
Email inbox
From ProYour email inside Eskadia, next to your customers.
What you can do
- ConnectConnect your Gmail, Outlook or any IMAP account.
- Read and replyRead, reply and compose without leaving the platform.
- Linked to the customerEach email is linked automatically to the contact who sent it; you can also link it by hand.
- PrivateEach inbox is personal: only its owner sees it.
How to
Connect your email
- 1Connect your Gmail, Outlook or IMAP account.
- 2Your emails appear in the inbox, linked to the contacts you already have.
- 3Reply or write from there, without switching tools.
Website chat and conversations
From ProLook after your website visitors, with AI and with people.
What you can do
- On your websitePaste a snippet on your site and the chat appears with your brand and your welcome message.
- AI assistantAnswers from your knowledge base and can book, move or cancel appointments.
- Hand over to a personWhen needed, the conversation goes to your team with all its context; if nobody replies within 3 minutes, the AI takes it back.
- Conversations inboxAll conversations in one place. WhatsApp, Instagram and Messenger can be connected, pending Meta's approval.
How to
Put the chat on your website
- 1In the chat settings, set the name, colors and welcome message.
- 2Add your knowledge base so the assistant answers with your information.
- 3Copy the snippet and paste it on your website.
- 4Conversations arrive in your conversations inbox.
Support
From ProYour customers' requests, organized and on time.
What you can do
- TicketsWith priority, category, tags, assignee and bulk actions.
- SLASet response and resolution times and get an email alert if they are missed.
- TeamworkInternal notes the customer doesn't see, canned responses and time tracking.
- Knowledge base and satisfactionHelp articles and a satisfaction survey when the ticket is closed.
Calendar and bookings
In every planYour schedule in one place.
What you can do
- All togetherYour tasks, deals' expected close dates and your Google Calendar or Outlook meetings.
- BookingsA public page where your customers book a meeting with you based on your availability.
Team and HR
In every planEverything about your people, from their record to their payslip.
What you can do
- EmployeesRecords, departments, documents, org chart and team calendar.
- AbsencesTime off and leave with approval and a day balance per period.
- Clock-inClock in and out with location from the phone.
- PayrollImport payslips from a CSV or from Siigo and each employee gets their PDF. Eskadia does not calculate payroll.
- Workplace climateClimate surveys and evaluations for people with that role.
How to
Approve time off
- 1The employee requests it from My portal or the app.
- 2The approver gets notified and sees it among their pending requests.
- 3They approve or reject it: the day balance updates and the employee is notified.
My portal and mobile app
In every planWhat each employee does on their own, from the browser or the app.
What you can do
- For every employeeClock in, request time off, download payslips, see their shifts and goals, answer surveys and log expenses.
- For approversApprove or reject their team's requests from the phone.
- For driversTheir trips: manifest, fuel, expenses, incidents and inspection.
- No cost per employeeEmployees who only use My portal don't count as users.
How to
Clock in from your phone
- 1Open the app or My portal.
- 2Tap Start shift: the time and location are recorded.
- 3Pause or finish the shift when you're done; if you forgot to clock in, report it from there.
Finance
From AdvancedYour company's money, under control.
What you can do
- Invoices and transactionsIssue invoices and record your accounts' transactions.
- Supplier invoicesReceive them by email in their own inbox.
- PaymentsA board to approve and track payments to suppliers.
- Cash flow and reportsProject your cash and check financial reports. Syncs with Siigo.
Purchasing
From AdvancedFrom the request for quote to the delivery.
What you can do
- SuppliersWith star ratings and approval.
- Request pricesRequests for quote with a page where each supplier sends their offer.
- Orders and receiptsPurchase orders, receipt of what you ordered and spend analysis.
Fleet and transport
Modular planFor freight transport companies.
What you can do
- TripsEach trip with its truck, driver, cargo, tolls, expenses and profitability.
- FuelImport consumption from your fuel card's CSV.
- Driver appDrivers manage their trip from My portal.
Construction and subcontractors
Modular planFor companies that run works with subcontractors.
What you can do
- WorksWorks, sites, work orders, contracts and a unit price list.
- SubcontractorsSettlements, payments and document compliance.
- Subcontractor portalEach subcontractor uploads their documents and checks their own information.
AI agents
From ProThey review your company every morning and flag what matters.
What you can do
- Financial intelligenceOverdue invoices and financial health.
- SalesUncontacted leads and stalled deals.
- Human resourcesPending requests, upcoming due dates and clock-ins.
- Ask themEach agent has a chat to ask questions about your data. They report; they don't act for you.
How to
Ask an agent
- 1Go to AI Agents and pick one.
- 2Review today's alerts.
- 3Write to it in the chat, for example: «Which invoices are due this week?».
- 4It answers with your data; it doesn't change anything for you.
Reports
From AdvancedYour sales figures, ready to review. Owners and admins only.
What you can do
- Summary and comparisonsExecutive summary and comparisons by area, team and sales rep.
- Report builderGroup, pick your metrics and export to CSV.
Settings
In every planAdapt Eskadia to your company.
What you can do
- OrganizationCompany details, currency, formats, usage and billing.
- Team and rolesSix roles, from owner to employee, plus specific permissions per person.
- SalesPipelines and stages, custom fields, tags, currencies and email templates.
- ModulesWe switch on your plan's modules; in HR you decide what each department sees.
Integrations and API
From AdvancedConnect Eskadia with the rest of your tools.
What you can do
- REST APICreate a token and use the v1 API to read and write your data. See the full reference.
- WebhooksNotify your systems when something changes in Eskadia.
- SiigoSync invoicing and payroll with Siigo (Colombia).
- Calendars and channelsConnect Google Calendar or Outlook and Meta's channels.
How to
Connect your system via API
- 1An admin creates an API token in the settings.
- 2Call the v1 API sending the token as Bearer.
- 3Check the resources and examples in the API reference.
Productivity
In every planSmall things that save time every day.
What you can do
- Saved viewsSave your filters in contacts, companies, deals and quotes.
- TagsClassify contacts, companies, deals and tickets.
- Notifications and accountNotification center and your account, with two-step verification.
- Issue reportsTell us about any bug from the platform and follow its progress.
Want to connect Eskadia with your systems?
Check the REST API v1 reference or tell us the flow you need.