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Workflow
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Set the quote status as Approved (this is done automatically when a customer accepts a quote online)
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Access and Navigation
Open a quote, and click on the INSTALL tab in the top right to access the Risk Manager, Install, and Commissioning Pages.
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If you are an installer and can’t see any jobs listed on your dashboard, please prompt your team to assign the jobs them to you.
Installation Manager
Learn how to keep Keep track of install tasks and manage jobs Install Manager
Assign an Installer to a job
Job Packs for Installers
Create Job Packs for installers with all the information they need for the job Job Packs for Installers
Site Map
Print a Site Map to stick in the switchboard for compliance with AS/NZS 5033 Site Map
Single Line Diagram
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Risk Assessment / JSA. / Safety Assessment
Commissioning Test Results
System handover manuals for customers
System Manuals for Customers
System handover manuals for customers
Installation Warranty
The installation warranty period can be set in Admin > My Business > Design and RoI Preferences
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