Wello Solutions

Florian Van halewyn

Pankaj Thakur

Shivam Kumar

Work orders, Planning, Service contracts, Notification & communications

Services

Work orders: My work orders

Everything about work order creation and preparation

Work Orders

How to create a daily, weekly, monthly, or free-date recurrence for any work order in the Planning board.

How to create recurrence for a work order

Use filters and sorting options in the Field Service App to efficiently manage grouped work orders

Sorting options for grouped work orders in the field service app

Why work orders may auto-schedule/plan to future dates due to travel time, and how to fix or manually adjust them.

Why does a Work Order show up on a future date?

Work orders

Plan an already scheduled work order for multiple technicians.

How to plan on multiple technicians when the work order is already planned

Understand how to assign a work order (WO) to multiple technicians during its creation.

How to plan a work order on multiple technicians

Everything about planning jobs in the Wello Solutions

Planning

Learn how to create new contracts, and search, edit, duplicate, update status, and terminate existing contracts

Service contract

Everything about preventive maintenance, SLA, contract agreements

Service contracts

How Contract invoice is generated for single and grouped work orders when the invoice recurrence options is set to "Per preventive WO”

Managing pricing within service contracts

Easily stop email notifications for specific WO types without affecting  work order completion

How to stop customer communication emails for specific work order type

Notify colleagues and communicate to customers

Notifications & communication

Understand how to copy data, export data, or download object data on the portal(excel, csv).

How to efficiently export data on the portal

Export Data or Documents

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