What an installation record contains
Every installation record holds the following information:| Field | Description |
|---|---|
| Customer | The customer’s name, email, phone number, and service address |
| Handyman | The team member assigned to carry out the job |
| Scheduled date | The date and time the installation is booked for |
| Status | The current stage of the installation in the workflow |
| Notes | Internal notes added by you or your team throughout the job |
| Address | The site address pulled from the customer record |
Status overview cards
At the top of the Installations page, a row of summary cards lets you see your workload at a glance. Each card shows a count for one status group:- Total — every installation in your account
- Scheduled — jobs that are booked but the handyman has not yet departed
- En Route — handyman is on the way to the site
- In Progress — active installation work, including contract steps
- Approved — customer has approved the completed work
- Rejected — installations that were cancelled or rejected
Two ways to view your installations
- List view
- Calendar view
The default view displays installations as a paginated list, sorted by booking date with the most recent jobs first. Each row shows the customer name, status badge, address, scheduled date, assigned handyman, and the latest note. Use the View details button on any row to open the full installation record.The list view also exposes action buttons — Assign, Reassign, and Reject — directly on each row so you can act without opening the detail page.
Search and filter
Use the controls in the filter bar to find specific installations:- Search — type any part of a customer name, handyman name, or installation title to narrow the list in real time
- Status filter — select a status group (Scheduled, En Route, In Progress, Approved, or Rejected) from the dropdown to show only jobs in that stage
- Date range — open the date picker to set a start and end date; only installations with a scheduled date within that range will appear
Next steps
Schedule an installation
Learn how to book a new installation and set a date
Understand statuses
See every status in the workflow and what each one means
Assign a handyman
Assign or reassign a handyman to any open job