Start an installation project 0:49
One click from the order to a project with every installation task.
Transcript
Hi, I'm Zuzu. The order is confirmed. Let's set up the installation as a project, so every task has an owner and a date.
Open the sales order.
Click Create, then Project. The customer and the order are linked for you. Pick the template for this kind of job, for example, CCTV installation.
Save it.
The tasks are made from the template: site survey, cabling, mounting, configuration, and testing and handover. Assign each one to your engineers.
That's it! Need a hand? Visit zenoziva.com
