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- Field Installation PSA
- Process
- Delivery review
Delivery review
The Installation Margin Desk gives the Field Operations Director a starting point for commercial review. Its drilldown opens the installation engagement, where contract value, budget hours and delivery totals can be read beside the linked field records. The point of the review is to assign the next action to the right owner.
Step by step
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Check baseline Field Operations Director
Field Operations Director reads contract value, budget hours, dates and installation type on the engagement.
- Establishes value, hours and dates for comparison
- Updates Installation engagements
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Inspect delivered work Installation Manager
Installation Manager compares work orders, technician hours and expenses linked to the engagement.
- Explains recorded value, hours and cost
- Updates Work orders, Technician hours, Travel and expenses
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Resolve service exceptions Installation Manager
Installation Manager checks Submitted and Rejected work orders and the corresponding review decision or operation receipt.
- Identifies failed or rejected work lines
- Updates Work orders, Review decisions, Operation receipts
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Compare billing position Billing Coordinator
Billing Coordinator checks approved milestones, invoiced service amounts and linked milestone payments.
- Separates invoice and collection state
- Updates Site milestones, Site milestone payments, Installation engagements
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Close delivery Installation Manager
Installation Manager changes the engagement from Active to Completed after field work is finished, while billing and payment records retain their own state.
- Changes Active engagement to Completed
- Updates Installation engagements
Who does what
Roles and permissions- Field Operations Director
- Leads the economics review; Installation Manager resolves delivery issues; Billing Coordinator owns billing and collection follow-up.
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