These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Field Installation PSA
- Process
- Installation delivery
Installation delivery
The Installation Manager starts from an engagement with a site, dates, contract value and budget hours. Technicians then record the service lines, time and expenses they incur on site. Work order submission has a configured check, so the manager should read its result before counting a line as accepted delivery.
Step by step
-
Plan installation Installation Manager
Installation Manager assigns the site, owning organization, installation type, contract value, budget hours and dates to a Proposed engagement.
- Sets delivery and commercial context
- Updates Installation engagements, Sites, Organizations
-
Start field delivery Installation Manager
Installation Manager changes the engagement from Proposed to Active and confirms the technician has the correct engagement reference.
- Changes the engagement to Active
- Updates Installation engagements, Technicians
-
Log technician work Installation Technician
Installation Technician records a dated work order, technician hours and any travel expense against that engagement.
- Associates effort and cost with delivery
- Updates Work orders, Technician hours, Travel and expenses
-
Submit work order Installation Technician
Installation Technician submits the line. The configured check approves billable lines with hours and an engagement, and records a review decision and operation receipt. A failed check leaves the line Submitted.
- Records approved or failed service-line result
- Updates Work orders, Review decisions, Operation receipts
-
Review time and expenses Installation Manager
Installation Manager checks submitted time and expense entries and records the applicable review status separately from the work order outcome.
- Records reviewed entry statuses
- Updates Technician hours, Travel and expenses
Who does what
Roles and permissions- Installation Manager
- Owns delivery and entry review; Installation Technician records field work; Regional Installation Manager handles regional exceptions.
Set up Field Installation PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.