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Adding Installation Notes

Find out how to add installation notes to individual items or the whole order, view and generate installation information sheets.

 

Video Guide: Adding Installation Notes

Watch how to add installation notes on a per item basis, and see how to add notes that apply to the whole order, such as, parking information.

 

 

Key Points: Adding Installation Notes

1. Locate the order
Locate the order, navigate to the tracking tab.

2. Add notes
Under installation, bottom left, type in required notes, click save. 

3. View notes via the installation calendar
From the installation calendar, access the installation interface, click the item tab to view notes.
 

4. View notes via the installation board
From the installation board, click the installation information sheet, IIS. 


5. Generate an installation information sheet
Generate a PDF of the installation information sheet from the output tab of the order.