For 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
Open in Sepolo appHelp Center
Practical help for Sepolo service operations.
These public help topics reuse the same structure as the Sepolo app Help Center, so customers, partners and AI agents can understand how Sepolo works before logging in.
Core concepts
For 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
Open in Sepolo appGetting started
For 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
Open in Sepolo appIoT devices
For 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
Open in Sepolo appService
For 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
Open in Sepolo appFor 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
Open in Sepolo appService reports
For 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
Open in Sepolo appConfiguration
For Admins and service managers
Configure Service Workflow
Control actual time registration, rounding, travel invoicing and visit completion behavior.
service workflow settingsbilling rulestravel time
Open in Sepolo appFor 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
Open in Sepolo appResources and cost
For 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
Open in Sepolo appInventory
For 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
Open in Sepolo appCustomers and assets
For 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
Open in Sepolo appFor 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
Open in Sepolo appFor 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
Open in Sepolo appInvoicing
For 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
Open in Sepolo appIntegrations
For 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
Open in Sepolo appFor 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
Open in Sepolo appReporting
For 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
Open in Sepolo appAdministration
For Admins
Roles, licenses and permissions
Access in Sepolo is controlled by user, organization, license and role.
rolespermissionslicenses
Open in Sepolo appNeed help with implementation?
Sepolo support and partners can help with onboarding, ERP setup, service workflows, PointGuard and RailGuard projects.