Workflow configuration

Customizable service flow for how your organization works

Configure how service visits, reports, approval, invoicing, capabilities and defaults should behave for your service organization.

Customizable service flow for how your organization works

Not every service organization follows the same workflow.

Sepolo lets organizations decide how strict the reporting, approval, billing, capabilities and visit flow should be before the system becomes part of daily operations.

Service workflowApproval rulesBilling defaultsCapabilities

Configure operational defaults

Set defaults for actual time, report closing, ready-for-invoice behavior and billing time rules.

Actual timeReport closingBilling mode

Use capabilities in suggestions

Technician suggestions can consider required capabilities so dispatch gets better recommendations.

SkillsCapabilitiesDispatch suggestions

Control approval flow

Supervisor approval and service report status can be part of the workflow before costs are included.

ApprovalReport statusCost control

Adapt without custom code

Configuration helps organizations start with a practical workflow and mature it over time.

Configurable processOperational maturityLess custom development
Customizable service workflow software | Sepolo | Sepolo