Attached is a handout designed for installers with information on using the BMS Install Calendar
Once an Installer has been set up and installs have been scheduled, the BMS Web Install Calendar main screen will appear as follows:
Each Installer will only see their own jobs in the screen above, with the same color- coding denoting different product install types. Also, they can drill into a job by clicking on it. When they first access a job on their schedule, at the top left of the screen they will see the following message: Job has been offered. Do you accept?. They will need to accept the Job to continue. Once accepted, the message will change to the following: Job has been accepted. The screen will then appear as follows:
As displayed above, Installers can see all the same customer features (top right) for the phone app, map app, and camera plugin, plus an additional Invoice option (top left) that allows them to submit an Invoice when the Job is complete—this feature will only work on the day of the job or after. They can see Notes, but they are not able to add Notes here. The Signature option will prompt the screen for them to capture a customer’s signature. The E-Docs option allows them to upload photos of installation issues or completed installations, which works the same as clicking the Camera icon at the top right to upload from their phone. The Invoice feature will prompt an invoice creation screen as follows:
They can then click the Submit button to send the Invoice to be paid. The Invoice will be added as an E-Doc on the Job under the dealer specified folder and also emailed to the Email on file for the Company, which can be different per Branch, and a copy is sent to the Installer provided an Email is on file in Installer Maintenance.