App type · Case tracking

Every case moves forward. Every customer stays informed.

A mobile app for repairers, garages, installers, technicians, cleaning companies, consultants and every business that tracks a request or job.

Manager, technician and customer connected through the SellViaApp mobile case-tracking application

Three interfaces, one shared case

Everyone sees exactly what they need.

The manager organises work in the dashboard, the technician works in the field and the customer follows progress from a phone.

Customer

Request, status, quotes, documents, messages and approval.

Technician

Assignments, instructions, checklist, photos, time entries and signature.

Manager

Planning, assignment, monitoring, history and full control.

For any customer-tracking activity

A case to track? SellViaApp structures every exchange.

Jobs, repairs, projects, maintenance, consulting assignments or administrative requests: the module suits any business that must inform customers and coordinate a team.

CleaningGaragesRepairsMaintenanceConstructionInstallationIT servicesConsultingAfter-sales service

Solutions adapted to field work

Case Tracking adapts to these industries — and to yours.

These are practical examples, not a limit. Any business that receives requests, tracks work, shares documents, coordinates a team or updates customers can adapt SellViaApp to its own workflow.

Real-world use cases

Clear cases for every job and every customer.

The workflow fits repairs, field assignments, recurring contracts and projects that require evidence and follow-up.

Garage or repair shop

The need

Receive the issue and photos, prepare a quote and keep the customer informed.

With SellViaApp

The case combines approval, status, messages, documents and final signature.

Maintenance or installation

The need

Assign work and guide the technician in the field.

With SellViaApp

Instructions, checklists, before/after photos, time tracking and reports stay with the case.

Recurring cleaning

The need

Organise regular visits and prove that every job has been completed.

With SellViaApp

Recurrences, technicians, evidence, messages and notifications are centralised.

Consulting or construction

The need

Share milestones, documents, decisions and approvals with the customer.

With SellViaApp

Every exchange keeps its context and the full history remains available.

Customer signing a quote on screen while the technician sees the approval

Quotes and customer approval

Share a quote. The customer approves, declines or signs.

Add lines, quantities, prices, discounts and taxes, attach the document and share it inside the case. The customer responds in the app and the decision stays recorded.

  • Clear approval or refusal in the app
  • Handwritten signature directly on the screen
  • Document, decision and history retained in the case

The technician can also hand the phone to the customer to capture a signature on site.

Tools for technicians

Everything needed in the field, in one interface.

Technicians open their assignment, understand the work and document the job without switching between applications.

Technician using checklists, time tracking, knowledge base and messaging in SellViaApp

On-the-fly checklists

Create a checklist for one case or apply a template, then attach photos or documents to each task.

Accurate time tracking

Enter working time manually or use Start and Stop. Every period remains linked to the case.

Knowledge base

Share procedures, FAQs, images and documents with technicians through fast keyword search.

Case-based messaging

Customer, technician and manager exchange messages in the right case with sender and history clearly identified.

Selly creating a knowledge base for field technicians

Selly · your AI assistant

Explain what your teams need to know. Selly builds the knowledge base.

Simply provide the subject, main points and important information. Selly turns your request into clear, complete and structured content, then selects the right category or proposes a new one.

Describe the need

A procedure, working method, FAQ, internal instruction or any useful subject.

Selly does the work

It prepares the title, summary, content, keywords and French and English versions.

Review the proposal

You remain in control and can freely edit the proposal before saving it.

Help teams work faster

In the field, technicians quickly find the right answer, images and documents.

The estimated cost is displayed before creation. Any technical failure automatically refunds the reserved credits.

Discover Selly

Built for field work and customer relationships

Every case moves forward. Every customer stays informed.

1

Customer request

The customer describes the need and sends information and photos.

2

Organisation

The manager qualifies the case, schedules it and assigns a technician.

3

Field work

The technician receives the mission, checklists and knowledge base.

4

Shared tracking

Messages, documents, quotes, before/after photos, signature and status stay centralised.

Structured cases

Reference, priority, progress, address, appointment, owner and history.

Separate technicians

Business profiles, assignments, notifications, checklists and start/stop time tracking.

Documents and quotes

Document types, attachments, quote lines, tax, signature and customer approval.

Recurring work

Schedule maintenance, cleaning and periodic follow-ups.

Knowledge base

FAQ, procedures, images and documents available quickly to technicians.

Complete API

Your ERP can create, read and update the entire case lifecycle.

Features by app type

Case tracking

Organise requests, field work and communication between managers, technicians and customers.

Structured cases

Custom forms, priority, status, progress, address, appointment, recurrence, assigned technician and history.

Field operations

Mission notes, custom or template checklists, before/after photos, attachments, manual or timed work logs and customer signatures.

Documents and communication

Identified senders, classified or standalone documents, itemised quotes with tax and files, approvals and notifications.

Teams and knowledge

Separate technician management, searchable knowledge base with photos and files, technician mobile access and an ERP-ready API.

SellViaApp

Every case moves forward. Every customer stays informed.

Account creation is free, with a 7-day trial and no credit card.

Create a case-tracking app