Documentation 19.0

Installation & Site Work

Hand over and sign off an installation

1 min read Updated 2026-08-13 WindoorERP 19.0

What this does

Closes the installation with the customer's signature — and turns anything unfinished into a tracked snag instead of a phone call.

Before you start

  • The installation work is complete on site.

Steps

  1. 01
    Walk the site with the customer, position by position.
  2. 02
    Record any snags — each becomes its own follow-up task with a photo.
  3. 03
    Collect the customer's signature and rating on the spot, on the phone.
  4. 04
    Complete the handover — the order closes and any snags stay open.

Common mistakes

  • Promising to "come back for the small things" without recording them — an unrecorded snag is a warranty argument later.

Continue learning

Log a service request **What this does** Opens a service case against the original order and position,…

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