How to create a survey and installation appointment [Video]

In this training video, you can learn how create a survey and installation appointment for a contract. This includes how assign multiple fitting teams to the same appointment.

In Brief

  • Navigate to a Contract and open the Fitting tab

  • Add a new line and select the Work Category from the dropdown. Then click the Diary button and open the diary to the relevant installation team/department

  • Select the date using the date picker, click Unassigned, and drag the appointment to the relevant person and day/time

  • Multiple personnel/teams can be assigned to the same appointment by assigning Person 2 and Person 3 to the event

  • The details of this appointment including the personnel assigned can be seen back within the contract record

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