Documentation 19.0

Installation & Site Work

Plan an installation visit

1 min read Updated 2026-08-13 WindoorERP 19.0

What this does

Schedules an installation team against finished goods, so the visit, the van and the pieces arrive together.

Before you start

  • Production is complete for the positions being installed.

Steps

  1. 01
    Create the installation order for the sales order and pick the positions to install.
  2. 02
    Assign the team and the date.
  3. 03
    Confirm the delivery of finished goods to site.
  4. 04
    The team sees their schedule and the site details on their phones.

Common mistakes

  • Booking a team before checking production status — a visit without finished pieces still costs a day's wages.

Continue learning

Hand over and sign off an installation **What this does** Closes the installation with the customer's signature — and t… Record a site survey **What this does** Captures the real opening sizes on site, per position, before…

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