Wello Solutions

Florian Van halewyn

Pankaj Thakur

Shivam Kumar

Work orders, Planning, Service contracts, Notification & communications

Services

Work orders: My work orders

Work order status transitions

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?

Learn how to quickly find, filter, and manage work orders in the Field Service App

How to search for Work Orders in the Field Service App

Learn how to efficiently locate, filter, search, and add used parts, during work order completion in the Field Service App.

Using filters to search for used parts during work orders completion

A side‑panel overview that lets planners and back‑office users quickly see key work order details and update its status without leaving the work order search page.

Work order quick view

Full Work Order Flow – From Creation on the Portal to Completion in the Field Service App

Grouped work order details on the FSA

Work orders

Creating, and using custom fields across all objects including portal configuration, forms, and field behavior.

Custom fields in Wello

Forms

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

A clear guide to how many service contracts each subscription plan supports.

How license plans affect service contract creation in Wello

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

PDF Composer Components – What They Are and How to Use Them

PDF Composer chapters, Work Order PDF chapters, service report PDF structure, Work Instructions chapter, Used Parts chapter, Worked Hours chapter, PDF Composer Report Body, system chapters PDF

PDF Composer Chapters – Structure, Behaviour, and Limitations

PDF Composer fields, available fields in PDF Composer, Work Order PDF fields, service report PDF fields, PDF Composer sub-fields, Label and Field component, dynamic PDF fields

Available Fields and Sub-fields in PDF Composer

Configuring Wello Emails to Allow Customer Replies

Ensuring all document dates and times match the correct local time for each customer and location.

Report Timezone:  Displaying the Right Local Time on documents

Understand why Wello emails can appear in spam or promotions folder.

Not Receiving Emails from Wello?

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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