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How does Wello Field Service work?
How does Wello Field Service work?
Aakriti Sharma avatar
Written by Aakriti Sharma
Updated over 5 months ago

Wello Field Service has 3 parts:

  • a web portal which will be used by the people in the back office

  • a mobile app for the field technician (more below).

  • a customer portal allowing your customers to create tickets and follow-up

The web portal

Basically, the portal allows you to create, prepare and plan work orders, as well as configuring the complete solution to your needs.

But is also allows to manage service contracts for preventive maintenance and SLA's. It has a helpdesk module, a smart scheduler for automated route optimization, work instructions to deliver top quality service, and much more.

The mobile app

The Wello Solutions mobile app is available on all 3 stores Android, iOS and Windows. The app works in a full functional offline modus and synchronizes automatically in the background. It does so by default every 2 minutes, although you can change this frequency.

Although there is only 1 Wello Solutions app available in the app stores for download, the app has 3 versions:

  • for technicians

  • for timesheet users

  • for subcontractors

The version is adapted automatically depending on the profile of the user using the app.

The app-version for technicians is the full fledged app allowing to execute and complete all the planned or dispatched work orders, from adding used parts and billable time, filling in forms and adding pictures, to collecting the customer signature and much more. Completed work orders are immediately synchronized to the web portal ready to be invoiced.

Technicians can also do more: manage their timesheets, create work orders, register new call requests, create and edit installations/equipments, and so on.

The app-version for timesheet users allows these users to manage their timesheets.

The app-version for sub-contractors is really and specifically aimed at managing small to large fleets of sub-contractors, whether you plan them regularly or just now and then. They can fully execute and complete work orders, but they cannot, (for example), access your full customer base.

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