Integration with Exact Online
One of the points Romass had to implement, was integrating their ERP system “Exact Online” with Wello Solutions’ Field Service. Data, such as clients, people, parts, and prices are managed in Exact. Work orders, planning, and field service execution are done in Wello Solutions’ Field Service. By linking these two using the Wello Solutions native connector, the whole process took less than 2 minutes. From the first work order to the final invoice, the integration is perfectly regulated and automated.
“This saves us a great deal of work and puts us in the position to offer a better and more transparent service to our clients,” says Maikel. The Romass technicians now register everything in the Wello Solutions’ Field Service app. As soon as the client signs on the technician’s tablet, the details are immediately sent to Exact ready for invoicing. “Everyone is happy and it has saved a huge amount of time,” says Brouwer.
Missing a spare part? No problem!
Sometimes technicians are on site when they notice that an installation or repair can’t be performed without additional parts that they don’t have on hand. Until now, the administrative rigmarole that then needed to be set into motion involved telephone calls, emails, and a great deal of paperwork between the technician, the client, and finally the back office staff that contacted the supplier.
Unnecessary delays, incorrect orders, and important details that were forgotten when it was time for invoicing were part of the course. But this has all changed. Using the Wello Solutions’ Field Service app, technicians can now place direct orders that are linked to their assignments and clients. All details are provided with accuracy and are immediately available to bookkeeping and the internal service.
Communication for more trust
“Wello Solutions also allows us to automatically communicate with our clients in near real-time.” Based on specific service triggers, clients receive automatic confirmation of activities, appointments, or approved service reports in their mailbox. “It may look like a minor detail, but in a client relationship, they breed trust,” explains Brouwer.
From the kick-off to the first invoice in just two weeks
When ROMASS joined Wello Solutions, they also signed up for some training sessions. After an initial session where the team was involved in configuring the application to the needs of ROMASS, practice started.
“We took this in stride – the application is extremely user-friendly. Nonetheless, as a new way of working for many of our technicians, I found it important that there was training provided in the second step. The technicians now like to work with the app on their tablets. With the training and the link to the Wello Solutions helpdesk for coaching, they have been very quick to get underway with the application. We were up and running within two weeks, including training. And that’s simply unbelievable for an application that has had so much impact on our activities.”
