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- Field Installation PSA
- Process
- Site intake
Site intake
A reliable installation starts with a site that the team can identify and a manager who can explain the expected work. The site record holds the contact and billing terms; the engagement later holds the contract and delivery budget. Keeping the two records linked lets several installations use the same location without merging their commercial histories.
Step by step
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Register site Installation Manager
Installation Manager enters the site name, industry, primary contact, billing terms and site owner. A prospective site begins as Prospect.
- Creates the location and contact context
- Updates Sites
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Confirm organization Regional Installation Manager
Regional Installation Manager checks the owning organization and region with the site owner before work is planned.
- Establishes ownership for the location
- Updates Sites, Organizations, Technicians
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Activate site Installation Manager
Installation Manager changes the site from Prospect to Active when the location is ready for delivery.
- Changes the site to Active
- Updates Sites
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Open engagement Installation Manager
Installation Manager creates a Proposed installation engagement linked to the active site and its owning organization.
- Links contract work to the location
- Updates Installation engagements, Sites
Who does what
Roles and permissions- Installation Manager
- Creates and maintains the location; Regional Installation Manager confirms regional ownership; Billing Coordinator reads the site terms.
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