The Installation or Equipment Settings area is where you define how equipment is stored and displayed in your system. You can access this screen in the Wello portal Settings > Setup Equipment. It controls the options that appear when you create or update an installation.
From this one place you decide all the equipment types, brand and model you use, which life‑cycle statuses exist for an installation (for example Active or Archived) and equipment custom fields.
How to Open Installation Settings
To open the Installation/equipment Settings screen, follow these steps:
1. Log in to your Wello portal.
2. Go to Settings in the top-right corner.
3. Select Setup Equipment. This will open the Equipment Settings page.
On the Equipment Settings page, you will see several tabs. Each tab controls a specific aspect of equipment:
Equipment Type
Equipment Brand
Equipment Model
Status
Bill of Material Group
Bill of Material
Bill of Material Field
Custom Fields
Communication
General Settings
In the next sections, each tab is explained, including what can be configured (add, edit, delete, or archive).
Equipment Type Tab
The Equipment Type tab defines the main categories of equipment you work with. You can think of it as the “family” of the installation. Examples of equipment types include Boiler, Chiller, Lift, or Solar Inverter.
On the Equipment Type tab, all created types is display in a grid and each row represents an equipment type. On each equipment type is a pen icon to edit it, and a bin icon delete.
To Add a New Equipment Type
Click the + icon on the top row.
A “Create Installation Type” pop-up opens.
Fill in: Organization (required). Selected by default if you have only one organization. Equipment Type (name) (required, multilingual supported), Code, Color (optional but useful for visual grouping), Description (free text),
Required Skill(s) (select the skills technicians need for this type).
Optionally, tick “Create another” if you want to continue adding types.
Click Save.
To remove a type, simply click the trash or bin icon for that row. If the type is not used yet on any equipment, the system will simply remove it. However, when the type is already used, a small “replace” window appears first. In that window, choose another type that will take the place of the old type on all existing installations. After confirming, all installations will move to the new type and the old type will be deleted.
At the top of the Equipment tab screen, are three tabs labeled All, Active, and Archived.
All: Shows both active and archived equipment types.
Active: Shows only active (non-archived) equipment types that can be selected when creating equipment.
Archived: Shows only archived equipment types.
Equipment Brand tab
An equipment brand refers to the manufacturer or company that produces a specific type of equipment. For example, if you are managing kitchen appliances, brands could include Miele, V-Zug, Siemens, or Bosch. The brand is linked to the equipment type and is required when creating an equipment model, ensuring that each model is properly categorized under both its type and its manufacturer. This structure helps organize and manage equipment efficiently within the system.
On the Equipment Brand tab, all created brand is display in a grid and each row represents an equipment Brand and on each equipment Brand is a pen icon to edit it, and a bin icon delete.
To Add a new Brand
Click the + icon in the top row of the grid.
The “Create Installation Brand” pop-up opens.
Fill in: Organization (required), Brand name (required, can be multilingual)
Click Save.
To Edit a Brand
Click the pen icon on the brand row.
Change the name, code, organization if needed.
Click Save.
To Delete / Replace a Brand
If the brand is in use, clicking the bin icon opens a “Replace Brand” pop-up.
Select another brand from the dropdown list.
All installations and models using the old brand will be updated to the new brand.
If the brand is not used anywhere, it will be deleted immediately.
Equipment Model Tab
The Equipment Model tab defines the specific models that belong to each type and brand. A model is a detailed version of equipment, for example “Bosch Condens 7000 24 kW”.
All created models are displayed in a grid. Each row includes:
A pen icon to edit
A bin icon to delete
A model belongs to:
One Equipment Type
One Equipment Brand
To Add a new Equipment Model
Click the + icon in the top-left row of the grid.
The “Create Installation Model” pop-up opens. The pop‑up is divided into sections:
A. Select Type and Brand
Organization (required). Selected by default if you have only one organization.
Equipment type: Choose an active type. You can also create a new type with Add new. (required)
Equipment brand (required): Choose a brand.
B. Enter the Model Information
Model name (required, multilingual)
Code
Description (free text)
Warranty period (months): Used to calculate the warranty end date.
Parts warranty period (months)
End of support (date): After this date, the supplier no longer supports this model. If this field is left empty, the model is considered to be supported for as long as it is used.
Unavailable from (Replacement date): From this date on, this model cannot be selected anymore when creating a new installation. If End of support is set, this date must be later than End of support. If empty, the model can be used forever when creating new installations.
Click Save.
Tick “Create another” before saving to add multiple models quickly.
Edit an Equipment Model
Click the pen icon on the model row in the grid.
Adjust any of the fields: model name, description, dates, warranty, etc.
Click Save.
To Delete / Replace an Equipment Model
Click the Bin icon on the model row in the grid.
If the model is in use, deleting it will open a “Replace model” pop‑up:
Choose another model (same organization, type, brand) to replace it.
All equipment that used the old model will move to the new one.
If the model is not used anywhere, it will be deleted right away without replacement.
Status tab
The Status tab controls the different life‑cycle steps that an installation can go through, such as Active, In commissioning, In repair or Archived.
On the Equipment Status tab, all created statuses is display in a grid and each row represents an equipment status. On each status is a pen icon to edit it, and a bin icon delete.
Each status has a colour and can also have two special properties: it can be marked as the default status, and it can be marked as a status that archives the equipment. The archiving behavior is simple: any time an installation receives a status that has the “archives installation” flag, that installation is archived and no longer appears in the normal active lists.
To Add a new Equipment Status
Click the + icon in the top-left of the grid.
Fill in or enter the: Organization (required), Selected by default if you have just a single organization, Status name (required and multilingual field), Code (optional), Color (required), Sequence (integer > 0, to control order), Is default (radio button: there can be only one default per organization), Is closed (archives installation) (checkbox)
Click Save.
If you mark a status as “is closed”, any installation that moves to this status will be archived.
To Edit an Equipment Status
Click the pen icon on a status row in the grid.
Change name, color, sequence, default/closed flags.
Click Save.
If you set a new status as default, the previous default is automatically un‑checked.
To Delete / Replace an Equipment Status
Click the Bin icon on a status row in the grid.
If a status is used on equipments:
The “Replace status” pop‑up appears to select another status to replace it. All installations with the old status will move to the new one.
If the status is not linked to an equipment, it will be deleted right away without replacement.
Bill of Material Group
A Bill of Material (BoM) group is used to group parts in a way that makes sense, for example:
“Hydraulic circuit”
“Electrical parts”
“Filters”
“Casing”
These groups are later used when you build a BoM for an equipment model.
How to Add a new BoM Group
Click the + icon in the top-left of the grid.
Enter BoM group name and select the Equipment type(s) that can use this group.
Click the checkmark icon to save.
To Edit a BoM Group
Click the pen icon on a BoM row in the grid.
Adjust the name or equipment type.
Save.
To Delete / Replace a BoM Group
Click the Bin icon on a BoM group row in the grid.
If a BoM group is in use, the system will ask you to replace it with another group. If it is not used anywhere, it will be deleted directly.
Bill of Material Tab
The Bill of Material (BoM) tab is where you define the standard list of parts for each equipment model.
For example, a certain boiler model might have one burner, one control board, two sensors and one safety valve. You put these parts into a BoM template so that, when you create an equipment with this model, the correct parts can quickly be linked to it.
Each equipment model can have only one bill of material BoM.
How to create a new BoM
Click the +Add icon in the top-right of the grid.
Select Equipment type, Brand, and Model. Only models without a BoM are shown.
Click + Parts to search and add parts with quantities.
Choose which BoM group you want to add parts to.
Save the BoM.
To Edit a Bill of Material (BoM)
Click the pen icon on a BoM row in the grid.
You can add new parts, remove parts, change quantities, change BoM groups of parts
Save.
Duplicate a Bill of Material (BoM)
Click the duplicate paper icon on a BoM row in the grid. The system copies the parts list and groups, but not the original model itself.
You can then assign this duplicate Bill of Material to another model.
Delete a BoM
Click the Bin icon on a BoM row in the grid. The template is removed from the list of templates for that model.
Custom Fields tab
The custom fields tab allows you to add custom information fields for each equipment type. This is helpful when you need to store details that are not covered by the standard fields.
For example, for a boiler you might want extra fields such as “Fuel type” or “Maximum pressure”. For a lift you might want “Number of stops” or “Cabin capacity”.
Custom fields are essential for building specification sheets tailored to each equipment type, ensuring only relevant data is collected for each type of equipment.
These fields are linked to specific equipment types, so when you create a custom field, you must select which equipment type it applies to. There are also global custom fields that can apply to all equipment types for shared attributes
How to create Custom Field for equipment.
Click the +Add icon in the top-right of the grid
First select the Equipment type. You can only create one specs sheet for each type, select “All” to create a global custom field that apply to all equipment types.
In the Composer, add fields of any input type.
Once you have built your field, click next.
Preview and save.
To Edit an existing Equipment custom field
In the grid, click the pen icon on an equipment type custom field
In the composer, add, remove, or change fields.
All changes made are save automatically.
After saving, new equipment and future edits will use the updated set of fields. Existing values on older installations are usually still stored, but the availability of fields is controlled by the current field design.
If you no longer want to use a certain custom field for an equipment type, you can delete or deactivate the custom field.
Delete / Archive an equipment custom field.
Click the Bin icon on a custom field for an equipment type in the grid.
General Settings tab
The General Settings tab of an equipment contains general options that affect equipment behavior on a global level. At the moment, the main setting is whether to allow mobile installations.
A mobile installation is an installation that does not have a fixed address and is linked to a customer account instead. This is useful when the equipment can move around, such as vehicles or portable devices.
On this tab you see a single check box:
“Enable mobile installations”
To enable mobile installations, tick the check box. Afterwards, users will be able to create installations that are not tied to a site address, but instead are linked directly to a customer account.
To disable mobile installations, simply untick the check box. Then all installations must have a fixed address again and the system no longer offers the mobile installation options when creating new equipment.
Communications tab
The Communication tab in the equipment settings is used to manage and configure email communication templates related to equipment. You can create, edit, and organize communication templates that are triggered by specific equipment-related events or actions. These templates help automate and standardize notifications to customers or team members, ensuring consistent and timely updates.
To access this feature, go to Portal Settings, select Equipment, and open the Communication tab.
From there, you can add new templates, edit existing ones, set triggers, customize recipients, and modify the message content and attachments.
All templates are displayed in a grid view, and you can deactivate or update them as needed.
This functionality streamlines communication and keeps all stakeholders informed throughout the equipment lifecycle.
To add a new communication for equipment, click the plus add icon in the top right and configure your template.
To change or edit an existing communication, click the pen icon on that communication template row. Use the Bin icon on a communication template in the grid to archive it.