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changes.mady.by.user Cynthia KAYUMBA

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Recording

an

installation is the last step of the process before a customer is a setup to use our product.

Prior to an installation, there are a few steps that must be completed:

  • Control Unit is assigned to the customer by a Shop Manager Manager 
  • Book an installation to be installed by a technician
  • Record the installation


  • CRM module >
Installations
  • Applications > search for customer > Products actions
  • Click Record installation
  • Fill in all fields with relevant information > Save

Note: Customer status must be at the 'book installation' stage to perform record installation action.

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The Customer will move to Installed status.