Install visit on site

Install record · Photographs · Record a defect · Signature

  • Your crew is booked on the visit
Worker

Open the install record

Worker

Open the install record

1Step 1 of 3

  1. Open the visit from “Install visits for my crew”
  2. Check the pieces on this visit
  3. Take the before and after photographs

Enlarge, then scroll

Open illustrated screen ↗Full image ↗

Worker · Install visit on site01

Record a defect

Worker

Record a defect

2Step 2 of 3

  1. Press “Record a defect”
  2. Describe it with facts and a photograph
  3. Press “Record a defect” to save it on the visit

Enlarge, then scroll

Open illustrated screen ↗Full image ↗

Worker · Install visit on site02

Customer sign-off

Worker

Customer sign-off

3Step 3 of 3

  1. At the end of the install record, name who owns anything still open
  2. Enter “Accepted by”, press “Take the signature” and let the customer sign
  3. Press “Save the install record”; the visit page shows its status and defects

Only a Supervisor moves the visit to Delivered or Installed. A visit with an open defect cannot be closed.

Open illustrated screen ↗Full image ↗

Check

The visit has its photographs, defects and the customer’s signature.

Worker · Install visit on site03
1 / 4
Privacy Terms