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Open: Projects & Jobs. Search for the linked project before creating delivery work.

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Choose a view

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Prepare the job

  1. Open the customer/project and confirm the accepted scope.
  2. Review site information, system/BOM and funding status.
  3. Set up the job using the supported creation or operational controls.
  4. Assign an eligible installer and proposed installation date.
  5. Resolve operations-clearance and other readiness requirements.
  6. Confirm the schedule and handover through the available actions.
An accepted quote, recorded deposit and approved finance are separate checks. Do not schedule based only on a sales-stage label.

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Project tabs

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Update and close

Record progress using the relevant job, compliance or operational control. Waiting on customer information, rebate work, grid approval, inspection and metering are distinct reasons for delay. Before close-out, confirm completed installation, required evidence, compliance, customer handover and financial follow-up. A completed job may still have outstanding project obligations.

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ArgonixIntelligence in this workflow

Use briefs and linked customer context to identify the next blocker. Readiness, compliance and payment records determine whether work can proceed.

Related topics

Manage customer recordsManage products and bill of materialsManage the pipeline and deal stagesUse ServiceM8 alongside ArcSolarBook appointments and plan field days