How to create an Installation Schedule in MeasureSquare CRM

In this article, we will cover how to create Installation Schedules in MeasureSquare CRM. 

This article applies to MeasureSquare CRM.

The Installation Schedule is a feature designed to streamline and manage the planning and execution of installations efficiently. This allows you to track progress and monitor the status of ongoing installations.  

There are two ways to create an installation schedule, either from a Work Order or from the Installations module. 

Method 1: Installation Schedule from a Work Order

We can automatically create an install schedule based from a Work Order with the following steps:

Step 1: Click on the Work Orders module and open your preferred Work Order document 

Step 2: After opening your Work Order, select Edit

Step 3: Choose your Installer and fill in the start and end date

Step 4: Click Save

 

Once saved, this information automatically creates an event in the Installation Schedules calendar. To open the calendar, click on Installation Schedules under the Installations module. 

You can also drag this schedule around to set a different time or assign to a different installer. This will then update that Work Order with the changes.

Additionally, you can open a specific schedule to see the event details and the associated Work Order. 

Method 2: Installation Schedule from Installations Module

You can also create an install schedule manually without it linked from a Work Order with the following steps:

Step 1: Click on Installations

Step 2: Select Installation Schedules

Step 3: Select New Schedule

Step 4: Fill up the required information including:  name, start & end date, status, and Installer

You can filter installers by their trade, ensuring that the right personnel are scheduled for the appropriate tasks.

Step 5: Click Save

Once saved, this will create an install schedule on the calendar as shown below. 

In this video, we will show you how to create an Installation Schedule based from a Work Order and manually from the Installations module. 

For any further questions, please reach out to our Support team 
Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3
All Hours: support@measuresquare.com

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