When a location, an equipment, or a mobile equipment record is opened in the Equipment module in the Field Service App, four tabs appear at the top of the screen. Each tab provides a different category of information about the selected record. The four tabs are Overview, Specifications, SLA & Warranty, and Logbook. Together, they offer a complete picture of the asset, from its identity and physical placement all the way to its service history and warranty coverage.

It is important to note that the Overview tab displays different information depending on whether the record being viewed is a Location, an Equipment, or a Mobile Equipment. The other three tabs, Specifications, SLA & Warranty, and Logbook are consistent across all record types.

The Equipment Module Overview tab in the field service app changes based on whether the record is a Location, an Equipment, or a Mobile Equipment. All types show a clear title, the internal reference, the name, the current status with a colored background, and quick access to key information.

Locations focus on a site and its address, while Equipment and Mobile Equipment focus on a serviceable item, its make and model, its identifying numbers, and who is linked to it. Mobile Equipment is treated as an equipment that does not have a fixed address.

When a Location is opened in the equipment module on the Field Service App, by default it opens to the overview tab. At the top header, the title shows “Location” with a back button to return to the previous screen. Directly beneath the title, the internal reference number appears, followed by the location name and the current status. The status is highlighted with its designated color so the overall health or state is immediately visible.

The rest of the overview page is arranged into clear section:

The Details section show the type of record . If no type has been assigned, this field displays "None."

The Location section displays the name of the location on the first line, followed by the full address on the second line.

Additional information about where the location sits in a parent tree can also be viewed from the Location area, which helps place the site within a larger structure of location.

The Properties section contains two reference fields. A customer reference and a contract reference are listed when available. If either reference has not been entered, the field displays "None" instead.

If a person has been assigned to manage this location, the Managed By section displays their profile picture and full name. Tapping on the name opens their colleague detail page, making it easy to reach out to the responsible person. If no one has been assigned, this section is hidden entirely so that the screen remains clean and uncluttered.

The Owner section shows the name of the company that owns this location. Tapping on the company name opens the company's address details, which can be useful when verifying ownership or looking up additional company information.

If any contacts have been linked to this location, the Linked To section displays their information. Tapping a contact opens the full contact detail page. If no contacts are linked, this section is automatically hidden to keep the screen focused on the information that is available.

The Documents section shows how many files or documents have been attached to this location. Tapping this section opens the full list of documents, where attached files such as floor plans, site photos, or inspection reports can be reviewed.

At the bottom of the screen, an "Edit location" button allows changes to be made to the location record. This button is only clickable to users who have been granted the "Allow create & edit equipments" permission. Without this permission, the location can be viewed but not modified.

This feature is particularly useful when visiting a site in the field. In many cases, a location may not have exact coordinates saved, for example, a wind turbine in the middle of a rural area or a mobile antenna. When standing at the site, the GPS position can be captured directly from the device in the location section.

If no position has been recorded before, a button labeled "Record actual Position" appears. If coordinates already exist, the button reads "Change GPS to actual position." Tapping the button opens a small map showing the current position along with the GPS coordinates. After confirming, the location's saved coordinates are updated to match the current real-world position. This update is also synchronized from the device to the portal.

When a regular equipment record is opened in the Equipment module in the Field Service App,, by default it opens to the overview tab. The title shows “Equipment” with a back button to return to the previous screen. The internal reference appears beneath the title, followed by the equipment name and its current status. A warranty icon can appear next to the equipment name to indicate warranty coverage rules defined in the Wello portal. The status color provides a quick visual indication of the equipment’s state.

The rest of the overview page is arranged into clear section:

The Details section for equipment includes three fields, Type, Brand, and Model. The Type indicates the equipment family or category (such as "HVAC Unit" or "Generator"). The Brand shows the manufacturer's name, and the Model shows the specific model designation. If any of these fields have not been filled in, they display "None."

A warranty icon appears next to the equipment name. This small visual indicator shows at a glance whether the equipment is currently covered under warranty, under partial warranty. When no warranty is on an equipment, this icon is not shown. It helps field teams quickly know the warranty standing before beginning any repair or service work.

The Location section for equipment shows where the asset is installed. The first line displays the name of the parent equipment or parent location that this asset belongs to. The second line shows the address of that parent. If there are equipment, contacts, email addresses, or phone numbers associated with the location, those are shown on additional lines below.

If additional location notes have been recorded, such as "third floor, room 302" or "behind the main building", this information appears in the Extra Info section. This information only appears when notes exist. If no notes have been entered, it is hidden.

The Properties section for equipment contains four fields, the Serial NO, Barcode, Customer Ref, Contract Ref. The Serial Number is the manufacturer's serial number for the asset. The Barcode is any barcode value that has been assigned, which can be useful for scanning. Any field that has not been filled in shows "None."

If a person has been assigned to manage this equipment, the Managed By section displays their profile picture and full name. Tapping on the name opens their colleague detail page, making it easy to reach out to the responsible person. If no one has been assigned, this section is hidden.

The Extra Information section include general description of an equipment and shutdown consequence. A general description of the equipment, which might include notes about its purpose, configuration, or any special considerations. The Shutdown Consequence field describes what happens if this piece of equipment is taken out of service. For example, it might note that shutting down a particular chiller would affect the entire building's cooling. This information is critical for field teams to understand the impact before performing maintenance. If no shutdown consequence has been recorded, its field is hidden.

The Owner section shows the name of the company that owns the equipment. Tapping the company name navigates to the company address details.

This section displays any contacts linked to the equipment. Tapping a contact opens their full detail page. If no contacts are linked, the section is hidden.

The Documents section shows how many documents are attached to this equipment. Tapping opens the full list of documents for review.

At the bottom of the screen, an "Edit equipment" button allows the equipment record to be modified. This button is only clickable for users who have the "Allow create & edit equipments" permission.

Mobile Equipment records display almost exactly the same information as regular equipment, with a few notable differences.

Mobile equipment shows all the same sections as regular equipment: the equipment name, reference number, status, type, brand, model, warranty indicator, properties (serial number, barcode, customer reference, contract reference), managed by, extra information, shutdown consequence, owner, linked contacts, and documents. All of these work in the same way as described in the regular equipment section above.

The key differences for mobile equipment are related to location. Because mobile equipment does not have a fixed installation address, it moves from place to place, the Location Address field is not shown. Similarly, the Location Extra Info field is not displayed for mobile equipment, since there is no permanent installation point to describe.

In all other respects, the mobile equipment overview is identical to the regular equipment overview.

The Specifications tab provides detailed custom information about the equipment, location, or mobile equipment. This tab displays custom field data that has been configured on the portal for the equipment or location, allowing each organization to tailor the information captured to its own needs.

The content shown on the Specifications tab consists of custom fields organized into categories. These categories can include any type of information that is relevant to the asset — for example, technical parameters, operating conditions, capacity ratings, dimensions, or any other data points that the organization has decided to track.

Whether the Specifications content can be edited depends on the permissions assigned to the current user. Users who have been granted the equipment create and edit rights can modify the values directly on the screen. Users who do not have this permission, or who are logged in as timesheet-only users, can view the specifications but cannot change them.

The SLA & Warranty tab provides all the information related to service level agreements and warranty coverage for the equipment. This tab is essential for field teams who need to understand what level of service is expected and whether any warranty protection still applies.

The top section of this tab shows the service level agreement details that apply to the current equipment through its active service contract.

The bottom section of this tab displays important dates related to the equipment's lifecycle and warranty coverage.

The Logbook tab serves as a chronological record of notes and observations related to the equipment, location, or mobile equipment. It is essentially a log where field teams, technicians, and other users can document important events, observations, or updates over time.

Each entry in the logbook shows the profile picture and full name of the person who created it, followed by the date the log was added. Below the date, the content of the log entry is displayed. If the log entry was created in connection with a specific work order, the work order reference number appears in the top-right corner of the entry, making it easy to trace which job the note relates to.

The logbook entries are listed in chronological order, creating a running history of everything that has been noted about the asset.

At the bottom of the Logbook screen, an "Add log" button with a plus icon allows a new entry to be created. Tapping this button opens the log creation screen, where a note can be typed and saved. Once saved, it appears in the logbook alongside all previous entries.

A delete icon appears on each log entry, but whether it can be used depends on the permissions of the current user and when the log was created.

Users who have been granted the equipment create & edit rights can edit or delete any logbook entry that was created on the current day, regardless of who wrote it. Users without this permission can only edit or delete their own entries, and only if those entries were created on the current day. Entries from previous days cannot be modified.

There is one exception to these rules: log entries that were created from a work order can be edited or deleted by anyone at any time as long as the associated work order has not yet been completed or moved to a completed status. Once the work order is completed, those log entries become locked and can no longer be changed.