Help Center

Praktische Hilfe für Sepolo Serviceprozesse.

Diese öffentlichen Help-Themen nutzen dieselbe Struktur wie das Sepolo Help Center in der App, damit Kunden, Partner und AI Agents Sepolo vor dem Login verstehen können.

Core concepts

Für Everyone

How Sepolo is designed to work

Sepolo connects assets, service work, resources, parts, cost, revenue and ERP handover into one service process.

field service managementservice processERP handover
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Für Admins and finance

ERP-owned master data

Customers, vendors, items and units of measure should be owned by ERP when an integration is active.

ERP integrationmaster dataBusiness Central
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Getting started

Für Admins and managers

Get started with Sepolo

The shortest path from an empty organization to useful service work: ERP, customers, assets, resources, items and workflow settings.

Sepolo onboardingservice setupcustomer setup
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IoT devices

Für Rail engineers, maintenance planners and IoT admins

PointGuard measurements and movement analysis

Understand how PointGuard measures point-machine movements and turns current curves into engineering insight.

PointGuardswitch machine monitoringpoint machine monitoring
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Service

Für Dispatchers and managers

Service visit lifecycle

A service visit is the planning and billing container for one or more service reports.

service visitsservice reportsfield service workflow
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Für Dispatchers

Create and dispatch a service visit

Use the Service Control Center to create a visit, select customer and asset, and assign the work.

service dispatchtechnician schedulingservice control center
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Service reports

Für Technicians and dispatchers

Work with service reports

Understand how technicians register work, actual time, replaced parts, images, signatures and report fields.

service reportstechnician appactual time
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Configuration

Für Admins and service managers

Configure Service Workflow

Control actual time registration, rounding, travel invoicing and visit completion behavior.

service workflow settingsbilling rulestravel time
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Für Admins and service managers

Customize service report fields

Create organization defaults and group-specific service report layouts for different teams and asset types.

custom service reportsservice report fieldsinspection forms
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Resources and cost

Für Dispatchers, finance and managers

Resources, travel and actual cost

Resource rows connect planned and actual work to cost, margin and invoice lines.

resource costtechnician costservice margin
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Inventory

Für Service managers, stock controllers and finance

Spare parts and inventory

Spare parts connect service work, item master data, cost, sales price and future stock planning.

spare parts managementfield service inventorystock planning
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Customers and assets

Für Admins, asset managers and stock controllers

Assets, vendors, asset models and items

Understand how the physical asset, manufacturer, reusable model and spare parts fit together.

asset modelsasset managementvendor item mapping
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Für Managers and finance

Customer details, revenue and margin

Use Customer Details to see assets, visits, reports, parts, revenue, cost and customer margin.

customer profitabilityservice margincustomer service history
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Für Asset managers and service planners

Asset usage and spare part forecasting

Use asset usage assumptions and replacement history to forecast future spare part needs.

asset usagespare parts forecastpreventive maintenance
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Invoicing

Für Finance and service administrators

Generate invoice lines

Create invoice lines from completed service visits and send draft invoices to ERP.

field service invoicingdraft invoicesERP invoice handover
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Integrations

Für Admins, finance and partners

Connect ERP integrations

Connect ERP systems so customers, items and invoices stay owned by ERP while Sepolo handles service execution.

ERP integrationsBusiness Centrale-conomic
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Für Business Central customers and partners

Dynamics 365 Business Central integration

Synchronize financial master data from Business Central and send customers and invoice-ready service data back.

Business Central field serviceDynamics 365 Business CentralERP integration
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Reporting

Für Managers and finance

Reporting and return on investment

Use Sepolo reporting to see utilization, margin, service quality, rework, cost trends and future capacity.

field service analyticsservice ROIservice reporting
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Administration

Für Admins

Roles, licenses and permissions

Access in Sepolo is controlled by user, organization, license and role.

rolespermissionslicenses
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Brauchen Sie Hilfe bei der Implementierung?

Sepolo Support und Partner helfen bei Onboarding, ERP-Einrichtung, Service Workflows, PointGuard und RailGuard Projekten.

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Sepolo Help Center | Guides für Service, Anlagen, ERP und PointGuard | Sepolo