CRM: Installation Records

The Installation Records tab is used for viewing individual installation information. As you can see from the image below the customers' information are shown in list format ordered by customer ID. If you know the customer ID of the customer that you are looking for you can input it in the search bar on the top right.

Here is an overview of what can be seen once a customer is selected from the list. This is an example of a successful installation record.

Below is a description of each section.

Product Serial Number - Serial number of the CU related to the installation

Date of Installation - Date when installation took place

Successful - Whether the installation attempt was successful or not

Reason Why Installation Was Not Successful - Field to specify the reason for unsuccessful installation if applicable (i.e weather was too bad or customer was not at home)

Components - This allows you to take a look over a specific installation. As you can see above is a list of all components included in the installation including the names and quantity.

Employee Information - This is the information on the technician that performed the installation (Full name and Staff ID number). If it was a collection, the shop manager or retail supervisor's information will be shown.

In the case that a mistake was made during an installation, the buttons in the image below are present to rectify this.

Void Install (non-PAYG) - This function allows the installation record to be voided as if it never happened. This can be used in the example of a shop manager accidentally recording an installation when they intended to record it as unsuccessful.

Fix Installation (PAYG) - This function allows changes to be made to the already recorded installation.

This offers the flexibility to modify the installation details of:

Installation date
The technician that performed the installation
Products installed
The serial number assigned to the customer
Set installation status to Installation never happened