Install Manager
The Install Manager features:
Install task job tracking
Scheduling of install events using Google Calendar
Links tasks to the Todo list on the main dashboard
To access, click on the INSTALLS link at the top left of the screen.
Record task status
Track the progress of each task by clicking on the coloured circles
Red: Not yet started
Orange: In progress
Green: Completed
Add, remove and re-order tasks
There is a default set of install tasks set for all account.
If you have admin / manager access, you can edit these tasks, create your own tasks, and create your own install task process or workflow under Admin > My Business > Page Settings.
Link Calendar events
If you have synced your Google Calendar with SolarPlus, you can create Calendar Events for each task. To update or create any event on the install manager, click on the calendar icon shown just below the task status. You can add more attendees to the event from the drop down and you can create calendar events for another user (given you have permission to access another user’s calendar).