Hi there, we have revamp the invoice module.

Managing invoices just got a whole lot easier. Our Invoice Module, located in your CRM > Invoices dashboard, gives you the power to manage all invoices created within the system.

🎥 Watch the Tutorial

See how it all works in our Invoice Search video tutorial.

Powerful Search Filters at Your Fingertips

Quickly narrow down the invoices you’re looking for with filters like:

• Document Type: Invoices or Credit Notes.
• Date Draft Created: Track drafts by creation date.
• Source: Manual, Work Order, Contract, Sales Order, etc.
• Invoice Status: Open, Paid, Credited, Canceled.
• Additional Filters: Service Area, Account Name, City, Invoice Number, and more.

👉 Tip: Want to see all paid invoices? Just set the Invoice Status to Paid and hit Apply.

Customize Your Invoice Grid View

Make the module work for you with flexible grid options:

• Select Columns: Show only the data you need.
• Row Group Invoices : Organize Invoices by columns data.
• Rearrange Column Order : Rearrange columns to match your workflow.
• Add Advanced Filters: Fine-tune your search right in the column headers menu.

To Learn More?
Click the button below to watch the video tutorial and get started:

Prefer a deep dive? Visit our Video Tutorial Section to explore:

• Invoice Overview
• Invoice Basket Management
• How to send a Pro Forma & Final Invoice

Thank you,

The Wello Solutions Team

Hi there,

We're excited to announce the latest updates to Wello Solutions' FSM, including the Invoice Module, Feed Pane, Sales Order Module, and BC Connector enhancements.

These improvements support invoice and communication management, providing comprehensive oversight of each project's lifecycle from start to finish, enhancing both transparency and efficiency.

Invoice Module: Simplify Invoice Management

Our updated Invoice Module streamlines the invoicing process, offering clear insights into each work order's source and outcome, whether from a helpdesk ticket, preventive service contract, or manual entry. Converting invoice outputs into credit notes is now straightforward, ensuring smooth financial transactions.

Key Enhancements:

• Automatic Invoice Creation: Generate invoices from work orders, sales orders, or service contracts automatically.

• Effortless Invoicing: Create accurate invoices with just a few clicks.

• Detailed Billing: Itemize parts and services for transparent client billing.

• Hour Type Conversion: Register actual working hours, apply rounding on service reports, and convert them into invoice items.

• Simplified Management: Search, manage statuses, and customize invoices from a centralized module.

---

Feed Pane: Centralized Interaction Tracking

The Feed Pane complements the Invoice Module by centralizing the tracking of all related communications, including comments, emails, and file attachments. This feature ensures that nothing slips through the cracks, fostering better communication and documentation of every step in the overall process.

Benefits

• Enhanced Communication: Monitor all interactions associated within, from client queries to internal notes.

• Streamlined Attachments: Easily access and manage all files related ensuring that crucial documents are always at your fingertips.

• Traceability: With a complete history of comments and emails, you'll have a comprehensive view of the communication flow.

The integration of the Invoice Module with the Feed Pane provides a powerful solution for addressing the complexities of invoicing and client communication. By offering an in-depth view of each project phase, these tools are designed to increase billing accuracy, boost client satisfaction, and streamline operational processes.

Source & Output

Extra information is added to each object. Invoices and credit notes will display the document's origin (source) and destination (output), ensuring easy traceability for every object.

Discover how our latest enhancements can transform your invoice management, elevating your business's transparency, control, and efficiency today.

---

Sales Order

In today’s fast-paced business environment, efficiency and precision in managing sales orders are crucial for staying competitive. Companies across various industries are increasingly turning to advanced technological solutions to streamline their sales order processes, ensuring smoother operations and enhanced customer satisfaction.

Within Wello, a Sales Order can be created for:

• ERP Integration: Collect data and send it to an ERP system for picking, packing, shipping, invoicing, and warehouse management.

• Quick Shipment: Collect data for quick shipment of parts to a customer without detailed warehouse management. Wello generates the invoice once the parts are shipped.

Differences between sales order on the Wello portal and the Wello Sales App:

• ERP Configurations: Configurations of seasons and collections come through the ERP; the portal does not allow viewing or configuring them.

• Order Management: The portal allows changing status, removing, and changing the quantity of articles.

• Basket Management: Adding articles to the basket created on the Sales app is allowed, but no logic is applied; users are responsible for adding and setting prices.

• Service Sales Orders: The portal can create and manage its own orders, mainly targeting service sales orders.

---

Quotes

This CRM suite will be enhanced with a new quote module scheduled for release later this year. The module will feature a "feed" pane similar to those in sales orders and invoices, ensuring seamless customer communication. Users will be able to create multiple quote templates to provide tailored documents to their customers. Additionally, quotes will be easily convertible into various types of work orders or sales orders.

To stay updated on the exact release date and potentially join our exclusive preview program (limited to the first five customers), please email us at hello@wello.solutions.

BC365 & LSCentral connector

In a major leap towards enhancing operational efficiency and connectivity, our latest update brings a powerful new feature to our native connector for BC365 and LSCentral. This update introduces the ability to send approval PDF files directly from Wello to BC365 or LSCentral, streamlining approval workflows and ensuring seamless business processes.
​

Quotes Enhanced Integration for Better Business Management:

Our native connector, known for its seamless integration with BC365 and LSCentral, now includes a new PDF approval feature. This enhancement allows businesses to leverage each platform's strengths, ensuring smooth data flow, increased productivity, and reduced manual efforts.

Key Enhancements:

• Seamless PDF Approvals: The new feature allows users to send approval PDF files from Wello directly to BC365 or LSCentral. This ensures that all necessary documents are available within the system, facilitating quicker decision-making processes.

• Improved Workflow Efficiency: By integrating PDF approvals into the existing workflow, businesses can reduce the time spent on manual document handling. This leads to faster approval times and improved operational efficiency.

• Enhanced Data Accuracy: Automating the approval process minimizes the risk of human error, ensuring that data is accurate and up-to-date across all integrated platforms.

• User-Friendly Interface: The intuitive interface makes it easy for users to send and receive approval PDFs, even for those who may not be tech-savvy. This ensures a smooth transition and quick adoption of the new feature.

How to setup:

Please check the settings page of your connector; you will find a new checkbox to enable the functionality.

---

Stay tunеd for a morе dеtailеd and еnrichеd usеr еxpеriеncе as we continuе to еnhancе our product in thе upcoming rеlеasеs!

Hi there,

We're excited to introduce our latest advancements in Wello FSM Solution: Adding Invoice Module and the newly developed Feed Pane.

These enhancements are designed to support invoice and communication management, providing comprehensive oversight of each project's lifecycle from start to finish, thereby improving both transparency and operational efficiency.

Invoice Module: Your Gateway to Seamless Invoice Management

Our updated Invoice Module simplifies the invoicing process, delivering clarity on the source and outcome of every work order and object. Whether originating from a helpdesk ticket, preventive service contract, or manual entry, you gain complete insight into each work order's genesis and resolution. Additionally, converting invoice outputs into credit notes is now straightforward, ensuring fluid financial transactions.

​

Key Enhancements:

• Automatically create invoices from work orders, sales orders, or service contracts.
• Create Invoices Effortlessly: Generate invoices with a few clicks, ensuring accurate billing for your services.
• Add Parts to Invoices: Itemize parts and services, providing detailed and transparent billing to your clients.

• Billing hour types are converted into an item. Register actual working hours and apply rounding on the service report, then convert them into an item on the invoice.

• Invoice Management Simplified: Search, manage statuses, and customize, all from one centralized module.

Feed Pane: Centralized Interaction Tracking

The Feed Pane complements the Invoice Module by centralizing the tracking of all related communications, including comments, emails, and file attachments. This feature ensures that nothing slips through the cracks, fostering better communication and documentation of every step in the overall process.

Benefits:

• Enhanced Communication: Monitor all interactions associated within, from client queries to internal notes.
• Streamlined Attachments: Easily access and manage all files related ensuring that crucial documents are always at your fingertips.
• Traceability: With a complete history of comments and emails, you'll have a comprehensive view of the communication flow.

​

The integration of the Invoice Module with the Feed Pane provides a powerful solution for addressing the complexities of invoicing and client communication. By offering an in-depth view of each project phase, these tools are designed to increase billing accuracy, boost client satisfaction, and streamline operational processes.

Source & Output

We are adding extra information to each object. Invoices and credit notes will display the origin (source) of the document and its destination (output). You will see the same source and output for every object, making traceability very easy.

Discover how our latest product enhancements can transform your invoice management approach. Elevate your business's transparency, control, and efficiency starting today.

We're committed to continuously improving and updating Wello Solutions to meet your needs and exceed your expectations. Explore the new features today and see how they can transform your field service management experience.

Note: You have the flexibility to seamlessly switch between the new release and the previous version at any time by clicking on the '?' icon located in the top-right corner.

---

Stay tunеd for a morе dеtailеd and еnrichеd usеr еxpеriеncе as we continuе to еnhancе our product in thе upcoming rеlеasеs!

Hi there,

Introducing the Updated Wello Field Service App

in our February 2024 Product Updatе! Bracе yoursеlvеs for a fеaturе-packеd rеlеasе introducing a brand new Wello UI app, and the expansion of new features.

In line with our recent rebranding efforts, we've updated the Field Service App's user interface. Now, when you launch the app, you'll be greeted with the Wello logo. While the login screen's design is largely unchanged, it now features our new logo and incorporates our fresh theme color.

To complete the update, the app icon for all operating systems (Android, iOS, Microsoft) has been refreshed with the new Wello logo.

Allow to browse documents of location of the work order

Any document linked to the location of the work order was not visible directly on the Application. There was a need to show any document linked to the location that is useful for the technicians who work on the equipment of that location.

For more complete tree structures of locations and equipment, we simplified the visibility of the documents by indicating how many and which documents are linked to that specific location, to avoid any confusion.

Updated Feature for Custom Fields Control: File Attachment and Signature controls

Forms play a vital role for technicians and the organization. Recognizing that the current formbuilder lacks certain desired features, we have introduced the option to attach files to forms. These attachments will also be visible in the form's PDF version.

Enhanced Signature Feature for Forms

Recognizing the importance of certain values configured in forms, we've added a new control that allows technicians to place signatures on each section of the form. This ensures the accuracy of the values entered. These signatures will also be displayed on the final PDF file of the form.

Allow to add extra information at the settings screen

For some time, our system has enabled the creation of custom fields for users, primarily for use in forms or for ERP integration mapping. We've now expanded this functionality. Users can view these custom fields, or extra information, directly on the settings screen under the "Extra Info" section.

Stay tunеd for a morе dеtailеd and еnrichеd usеr еxpеriеncе as we continuе to еnhancе our product in thе upcoming rеlеasеs!

Hi there,

Unvеiling Our Nеwеst Product Rеlеasе Packеd with In-Dеmand Fеaturеs!

Wе arе thrillеd to introduce our latеst product update rеlеasе, showcasing thе intеgration of four еagеrly anticipatеd fеaturеs 🙌:

1. Enhancеd Contact Management (Live):

Facilitating sеamlеss contact managеmеnt, thе systеm now allows a contact to bе associatеd with multiple accounts, еliminating thе nееd for rеdundant еntriеs for thе samе individual. Email validation is incorporated within thе contact records, issuing warnings for any potential duplicatеs. Thе import modulе intеlligеntly links contacts to accounts if thе еmail is alrеady prеsеnt in thе contact databasе. Thе sеrvicе dеsk intеrfacе consolidatеs information from all thе accounts to which a contact is linkеd, providing a comprеhеnsivе viеw.

2. Advancеd (Multiple) Dispatch Functionality (Live):

Introducing an advanced dispatch systеm, work ordеrs can now bе еfficiеntly assignеd to multiple tеchnicians. Thе еnhancеd dispatch fеaturе еmpowеrs dispatchеrs with morе dеtailеd information, aiding thеm in making informеd decisions. Thе usеr panеl for dispatchеd work ordеrs has been improvеd to display dispatch status, rеasons for rеjеction, and thе total workеd timе for еach tеchnician involvеd in thе assignmеnt. Discover More: Enable Dispatch functionalities here

3. Work Ordеr Rеviеw Workflow (Live):

Incorporating a rеviеw workflow for work ordеrs, this fеaturе allows configurablе sеttings whеrе cеrtain work ordеr typеs must undеrgo managеrial rеviеw bеforе bеing markеd as complеtе. Tеchnicians initiatе thе rеviеw procеss by sеnding work ordеrs for assеssmеnt, and managеrs arе thеn rеquirеd to rеviеw and finalizе thе work ordеrs. Discover More: Setup Work order review per job type here!

4. Multiplе Activе Contracts Management (Bеta vеrsion):

Thе systеm now supports thе managеmеnt of multiplе activе contracts for thе samе account, еvеn with ovеrlapping timе rangеs. This capability sеrvеs businеss scеnarios whеrе diffеrеnt pricing rulеs nееd to bе appliеd within thе samе account basеd on distinct contracts. Furthеrmorе, contract pricing dеtails arе еnhancеd now with additional columns, and thе sеrvicе modеl еstimatеs also offеr thе flеxibility to sеt different еstimatеd timеs pеr tеchnician.

Stay tunеd for morе updatеs as wе continuе to еnhancе your Wello еxpеriеncе!

Rеmеmbеr, you havе thе flеxibility to switch sеamlеssly bеtwееn thе beta rеlеasе and thе prеvious vеrsion at any timе by clicking on thе "?" icon locatеd in thе top-right cornеr.

We are excited to announce a significant upgrade to our file storage system: BLOB Files which now permits our customers to store more larger amounts of pictures and documents.

This feature is designed to help businesses that generate substantial amounts of data in the form of images, documents, PDFs, and more. With Blob, you can easily store and keep your data for extended periods..

With this upgrade, you can now store your files with ease and confidence, knowing that our storage solution is designed to meet your growing needs without impacting your daily performance.

Interested? Contact your account manager or Odyssee project manager to know more.

Exciting news! We're thrilled to announce that our first beta has been moved to production and is now available for everyone to use!

Customized Work Instructions:

We've added a new feature to Odyssee Field Service that allows you to customize service models according to your work instruction template. You can choose to apply changes to all active service models or create a customized instruction list. Click here to learn more about it.

Work Order Type Archive:

We added the ability to archive WO types with a complete assistant that checks and presents action to be taken before archiving.

Selecting Installation for Service Models:

With our latest update, you are able to select individual installations for service models. This will allow you to select for example just a parent without selecting all its child installations. You are still able to choose to select by group which works as before.

Enhanced Work Order Visibility:

We've added a new toggle that allows you to view all work orders for the installation and its child installations. The grid now also includes new columns for equipment name and equipment type, providing you with more comprehensive information

We hope that these new features and improvements will help you manage your field service operations more effectively. As always, we welcome your feedback and suggestions to help us improve our product.

And the good news doesn't stop there - more beta cycles will open soon, so stay tuned for even more features and improvements coming your way!