Adding New Items Using the + Icon in Wello
The Wello Field Service mobile app allows you to add new items directly from the field using the + icon. This helps technicians and service managers add required information while working on site. To use this feature, the correct user rights must be enabled in the Wello Portal.
Who can add new items
You can add new items if:
you are assigned to a supported user role (such as administrator, service manager, or field technician), and
the required Create/add permissions are enabled for your user in the Portal.
If you do not see certain options or items in the + menu on the field service app, contact your administrator to check your permissions.
Items that can be added
Depending on your Portal rights, you can add the following items from the + icon:
Work orders
Tasks
Equipment
Customers
Contacts
Unavailability
The list of available options may differ from user to user depending upon rights assigned.
How to add a new item
Open the Wello mobile app.
Tap the + icon in the top-right corner.
Select the item you want to add from the list.
Only items allowed by your user permissions will be shown.
Adding equipment (Location inside)
When you select Equipment from the + menu:
Select the customer.
Choose what you want to create:
Location
Equipment
Mobile equipment
If the equipment is fixed at a site, select Equipment.
If the equipment moves between sites, select Mobile equipment.
Adding a new location
Select Equipment from the + menu.
Choose the customer.
In the dialog box “What do you want to create?”, select Location.
The Add Location screen opens with the New Location and On Existing Location tab option. Note: By default, New Location is selected. if you select on Existing location, use the Parent dropdown to choose the required existing location. The Address and location details are auto-filled and these details are read-only and cannot be edited from this screen.
For new locations, add address details, additional information and documents then save.
Address details (For adding New Location)
Street
Number
Bus (flat or unit number, if applicable)
ZIP
City
Country
Location extra info (for example, floor number or access instructions)
Additional information
Name (internal name of the location)
Customer reference
Status
Contact
Managed by
Description
You can also attach documents such as site photos or access notes. Tap Save to create the location. After entering the required details, tap Save. The item will be created and can be used immediately in work orders and tasks.
Important notes
The fields shown depend on your company configuration in the Portal.
If you are unable to create an item, make sure the related Create permission is enabled for your user.
For permission changes, contact your system administrator.
Adding equipment
If you are creating an equipment, click on the Add equipment or Add mobile equipment screen, and complete the relevant fields, such as:
Under Details
Name
Status: (Active/Out of production etc)
Type: Equipment type (AC/Water purifiers etc)
Brand: (Select brand)
Model: (Select Model)
Identification
Customer reference
Serial number
Barcode (scan or enter manually)
Dates
Build date
Date in production
Warranty valid until
Part replacement period
Additional information
Parent equipment (if applicable)
Contact
Managed by (Service Manager)
Description or shutdown consequence
Attach documents (optional)
In the Documents section, tap Attach document to upload manuals, photos, or other files related to the equipment.
Save the equipment
Tap Save to create the equipment. Once saved, the equipment is immediately available for the customers and can be linked to work orders and tasks.
Notes & tips
Mobile equipment is not tied to a fixed location, while standard equipment is.
Important to know: Type, Brand, and Model can only be selected from existing Portal-configured options in the app—new values cannot be created in the mobile app.
Adding a Contact
You can add a new contact directly from the Wello Field Service mobile app using the + icon, provided you have the required permissions.
How to Add a Contact
Open the Wello mobile app.
Tap the + icon in the top-right corner.
From the Add new item menu, select Contact.
The Add Contact screen will open.
Enter Basic Contact Details
Fill in the following basic information:
First Name
Last Name
Company (select from the available list)
Phone
Mobile
Email
Language
Add More Contact Information
To enter additional details, tap More on the Add Contact screen.
You can then provide the following information:
Title – Select the appropriate title (for example, Mr., Miss, Madam) from the predefined list.
Function
Profile – Select the relevant profile (such as Technical, Sales, Finance, IT, etc.) from the available options.
Access to e-shop – Enable this if the contact requires access to the e-shop.
Access to Service Desk – Enable this if the contact should have access to the Service Desk and in E-Login – Enter the email address of the contact. E-Password – Set a password, if applicable. The contact will use the email and password set to login to the service desk.
All options like Title and Profile must be selected from the predefined lists. New values cannot be added from the mobile app.
After entering the required details, tap Save.
The contact is created immediately and becomes available for selection in customers, locations, equipment, work orders, and tasks.
Important Notes
Only companies already created in the system will appear in the Company dropdown.
The fields and options displayed depend on your Portal configuration and user permissions.
If you do not see the Contact option in the + menu, please contact your system administrator.
Adding a Customer
You can add a new customer directly from the Wello Field Service mobile app using the + icon, provided you have the required permissions.
How to Add a Customer
Open the Wello mobile app.
Tap the + icon in the top-right corner.
From the Add new item menu, select Customer.
The Add account screen will open (for adding customer).
Enter Basic Details
Fill in the following fields as needed:
Name
Street and Number
Bus
ZIP code
City
Country
Phone
Mobile
Email
Website
Additional Information
Scroll down to complete optional business and configuration details:
VAT
VAT Group
Notes
Price List
Discount Group
Document Language
Main Service Area
Marketing Segment
Fee List
Payment Method
Fields such as VAT Group, Fee List, or Document Language may be prefilled based on the default options set on the portal.
Save the Customer
Tap Save to create the customer.
Tap Cancel to discard changes.
Notes & tips (Customer)
Some customer fields use Portal-managed drop-down lists (for example VAT Group, Price List, Discount Group, Main Service Area, Marketing Segment, Fee List, and Payment Method). You can only select existing options in the app—new values must be created in the Portal.
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