Overview

Site inspections and Installations follow the same Workflow. The only difference is the Tasks that you must complete.

Core workflow steps

You'll need to do these steps when completing a Job through the Installer app.

Step	Role	Notes
Accept a Job	Admin	To accept the Job, the Admin proposes a date and time and nominates the team for it.
Schedule a Job	Admin or Team lead	Once the Customer agrees to a date and time, the Admin or Team lead schedules the Job. If necessary, they can also reschedule the Job.
View Job details	All	The whole team can view the Job details and understand what they need to do.
Complete Tasks	All	On the day of the Job, Installers complete the required Tasks and any associated forms.

Supplementary workflow steps

If required, you may need to complete these steps.

Step	Role	Notes
Decline a job	Admin	If you can't schedule a Job within the required SLA, you can decline it.
Reschedule a job	Admin or Team lead	If the scheduled date and time not longer suit you or the Customer, you can reschedule the Job.