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How do I schedule a new install?

First you will want to navigate to the schedule. Do so by selecting the “schedule” tab from the left-side menu on the dashboard and then click on installation schedule.
Select the invoice number, job type and contractor that you are wanting to schedule.
Click and hold on the date you wish to schedule this installation on.
Fill in the information listed on the left-side of this screen.
Click save.

How do I change the date on a new installation?

There are two ways to do this: First you will want to make sure you’re on the installation sch...
How do I change the installers schedule on a specific invoice?

First you will want to make sure you’re on the installation schedule page. Get there by selec...
How do I block out an installer's availability?

First you will want to make sure you’re on the installation schedule page. Get there by select...