Installations are normally added from the Pending screen before an agreement has gone live. You also able to add an installations from the Site Delivery screen after an agreement is live.

The general flow for installations is:

• From the pending screen an installation is scheduled, this can occur before the agreement is live. And the install date stamped on each placement item
• The installation information is automatically published to the selected drivers mobile application
• The driver can preview any installations for the day in case they need additional equipment
• The installation is performed, an an optional signature obtained
• The item is marked as being installed, the installed column will be ticked

To add an installation from Pending   

1. From the Home page choose Sales
2. Choose the Pending tab
3. Using the search window find the pending agreement to add an installation
4. Choose the Items tab
5. Select the item you would like to add an installation for
6. If the item selected has multiple placements you can create an installation for each placement, or you can create a single installations for the whole item
   
   For example if you had 2 x Roller Towel Cabinets in two different locations on a large site, you could assign one to be installed on a Wednesday and the other on a Thursday.
7. To add an installation for the whole item, right click on the item and choose Add Installation
8. To add an instalation for a placement, choose the placement in the Allocations Grid (See How to: Allocate New Business Items to Placements) and choose Add Installation
9. The installation window is displayed
10. Pick a date, route and time for the installation
11. Choose Save
12. The Install Date is now populated with the date choosen and your installation will automatically appear on that service schedule