Recording an installation is the last step of the process before a customer is setup to use our product.
Prior to an installation there are a few steps that must be completed:
- Control Unit is assigned to customer by a Shop Manager
- Book an installation to be installed by a technician
- Record the installation
- CRM module > Installations > search for customer
- Click Record
- Fill in all fields with relevant information > Save
Note: Customer status must be at 'book installation' stage to perform record installation action.
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