Schedule and close install visits

Schedule a visit · Components carried · Record a defect · Close visit

  • The pieces have Passed QC
Project coordinator

Install visits

Project coordinator

Install visits

1Step 1 of 4

  1. Open Projects → “Install visits”
  2. Check the calendar
  3. Press “Schedule a visit”

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Project coordinator · Schedule and close install visits01

Schedule install visit

Project coordinator

Schedule install visit

2Step 2 of 4

  1. Choose the “Project”; the site address and contact come from the job
  2. Check “Components carried”
  3. Choose the window, team, vehicle and driver, then press “Schedule visit”

Changing the Project resets the pieces; check them again.

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Project coordinator · Schedule and close install visits02

Defects

Project coordinator

Defects

3Step 3 of 4

  1. On the visit press “Record a defect”
  2. Describe it and press “Record a defect”
  3. Press “Resolve” when it is fixed

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Project coordinator · Schedule and close install visits03

Close visit

Project coordinator

Close visit

4Step 4 of 4

  1. Check the sign-off and the defects
  2. Press “Close visit”

Then move the Project to handover and close it with a reason.

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Check

The visit is Closed after sign-off and settled defects.

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