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Open Projects & Jobs and find the linked project before creating more delivery work.

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Find the work

Use Split view to work alongside the project list, All projects & jobs for the register, or Needs attention for missing requirements. Field days groups available visits into a crew’s day.

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Prepare the installation

  1. Confirm the accepted scope and customer/site details.
  2. Review System & BOM, funding and outstanding requirements.
  3. Create the job through the supported controls.
  4. Assign an eligible installer and proposed date.
  5. Resolve clearance and readiness checks, then confirm the schedule and handover.
Acceptance, deposit and finance approval are separate checks. A sales-stage label alone does not establish readiness.

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Use the project tabs

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Keep delivery moving

Use Installer portal → Open portal for the linked field visit. Copy link gives the job location; the recipient still needs their own invited technician account and current assignment. See Job portal. Before closing the project, check evidence, compliance, customer handover and finances. A completed field visit can still leave outstanding project work.