Install Manager

The Install Manager features:

1. Install task job tracking

2. Scheduling of install events using Google Calendar

3. Links tasks to the Todo list on the main dashboard

To access, click on the INSTALLS link at the top left of the screen.

• Record task status
• Add, remove and re-order tasks
• Link Calendar events

Record task status

Track the progress of each task by clicking on the coloured circles

• Red: Not yet started

• Orange: In progress

• Green: Completed

Add, remove and re-order tasks

There is a default set of install tasks set for all account.

If you have admin / manager access, you can edit these tasks, create your own tasks, and create your own install task process or workflow under Admin > My Business > Page Settings.

Link Calendar events

If you have synced your Google Calendar with SolarPlus, you can create Calendar Events for each task. To update or create any event on the install manager, click on the calendar icon shown just below the task status. You can add more attendees to the event from the drop down and you can create calendar events for another user (given you have permission to access another user’s calendar).