Prepare an installer
Use Upcoming Work for planned work orders, Unassigned to find work without an installer, Issues for blockers and Completed for finished work. Open a work order to review its linked customer, project and job before changing it. Find the existing installer/company before adding another. Review the contact details, active status and qualifications or eligibility information offered by the record. Keep the correct company linked to the job.Prepare field work
- Find the project and job.
- Open or create the appropriate work order using the page controls.
- Confirm the scope, site, installer, date and materials.
- Provide the available site documents and access notes.
- Review outstanding readiness conditions.
- Confirm the work order and check its saved status.