3. Installer app
The Installer app is a mobile app that gives installation teams everything they need to manage jobs from the field.
Who uses the Installer app
The Installer app is designed for in-field teams. In it, different roles have different access levels:
- Admins - can access all jobs assigned to their company and manage team assignments
- General users - can access only the jobs they're assigned to
For more about roles and permissions, see Installer app user roles.
The Installer app interface
Home screen
When you open the Installer app, you'll see your home screen with different categories of jobs. Importantly, at the top you’ll see jobs that require attention, such as:
- Jobs to accept - new jobs assigned to your company
- Jobs to schedule - jobs that need a confirmed date
- Jobs to submit - jobs with outstanding tasks
Job workspace
When you open a job, you'll see tabs that give you access to everything you need:
- Details - summary of the job and system details. Admins and team leads can update the job team and reschedule the job date
- Job Pack - view and download documents required for the job. Once a task is completed, a report is automatically generated here
- Chat - message and call the customer directly. This tab also shows automated SMS messages sent to the customer. Only visible to admins and team leads
- Tasks - access field forms to be completed by the installation team. The tasks you see will depend on the job type
- Log - complete chronological history of everything that's happened on the job, including status changes, document updates, team assignments, customer interactions, and task submissions