Completing an installation

To locate your bundle and order that we set up in the previous tutorials. 

Log into WorksThing  https://uk.worksthing.com/ and you will see the dashboard.

Hover over the View menu and this will drop down some options for you.

Click on Contact/Customer.




This will then take you to the customer search landing page. 

Here you can either type into the search field or if you scroll down your recently viewed will show up at the bottom.

Select the customer you would like to bring up.

This will then take you to the main overview for the client.

 

On the left click on active orders and click on the booking you want. 

 

 

Select the order you need.

This will show you the order summary.

 

On the left of the page you will see a few options you can click on. Click on Fulfil & Install. 

This will then open up the order with the bundle and can show you how far along the process. 

 

Scroll down the page and click on book install.

 

Fill in the relevant fields for the installation to book the installer, once you have chosen the date and time click confirm.

 

 That will then sync with the calendar. 

Scroll down and click on start install.

 

Then click on finish install, The system will then mark the install as complete.

You can mark the install complete.

 

 

When the install is completed there's a button for "sign & accept"

 

The installer can give to the client, once open they can sign on the signature pad with their finger.

 

The two buttons at the bottom  report an issue or leave feedback. 

Acceptance is shown and is downloadable on the bottom of the timeline.