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When a customer is ready to proceed, you create an installation record in the Partner Portal to lock in the date and kick off the job workflow. The scheduling form collects everything the system needs to track the job from start to finish. You can also reschedule a job later if the date needs to change, or reject a job that cannot go ahead.

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Schedule a new installation

1

Open the Schedule Installation form

On the Installations page, click Schedule Installation. The form opens as a modal dialog.
2

Select the customer

In the Customer field, search for the customer by name. The dropdown shows each customer’s name, email address, and service address. Select the correct record.
Only active customers appear in the list. If the customer you need is missing, check that their record exists and is set to active in the Customers section.
3

Pick a scheduled date

Click the Scheduled Date field and select the date for the installation from the calendar picker. The date you choose becomes the scheduled date shown on the installation record and in the calendar view.
4

Add the items

Under Items, enter the product or device name and quantity for each item being installed. Use Add item to include more than one line. You must add at least one item — the item names are combined to form the installation title.
5

Add notes (optional)

Use the Notes field to capture any instructions, access details, or reminders for the handyman or your team.
6

Assign a handyman (optional)

In the Handyman field, search for and select an available handyman. Only handymen with an Available status appear in the list. You can leave this blank and assign a handyman later from the installation list.
7

Submit the form

Click Schedule Installation. The system creates the installation record with a status of Scheduled and adds it to the list and calendar.

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Calendar view

After you schedule installations, switch to the Calendar view to see how your jobs are spread across the month. The calendar highlights dates that have at least one installation scheduled, using color-coded indicators that reflect each day’s most significant status. You can switch between three calendar modes:
Shows a full monthly calendar with highlighted dates. Select any date to see a panel on the right listing every installation scheduled that day, including the customer name, time, address, and assigned handyman. Click any item in the panel to open the full installation detail page.
Displays the seven days of the current week as a scrollable list. Each day shows its installations in order. Use this view when you want to assess the week’s workload at a glance without drilling into a specific date.
Focuses on a single selected date and lists all installations for that day. This is useful on the day of the installations when you need a quick rundown of what’s happening.
The calendar date range filter is only available in list view. If you need to find installations within a specific date window, switch back to the list view and use the date range picker.

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Filter by date range in list view

In list view, you can narrow the list to a specific time period using the date range picker:
  1. Click the Filter by date button in the filter bar.
  2. Select a start date on the calendar. The date is highlighted.
  3. Select an end date to complete the range, or leave it as a single date to show only installations scheduled on that day.
  4. The list updates automatically to show only installations whose scheduled date falls within the range you selected.
To clear the date filter, reopen the picker and deselect the dates.

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Reschedule an installation

If a job needs to move to a different date, you can update the scheduled date directly from the installation detail page:
  1. Click View details on the installation you want to reschedule.
  2. On the detail page, find the scheduled date and select a new date from the calendar picker.
  3. Confirm the new date. The installation record updates immediately and the change is reflected in both list and calendar view.
Rescheduling does not automatically notify the customer or the assigned handyman. Communicate any date changes directly before updating the record.

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Reject an installation

If an installation cannot proceed, you can reject it from the installation list. Rejection requires a written reason.
1

Locate the installation

Find the installation in the list. The Reject button is visible on rows where no handyman has been assigned and the installation is not already cancelled or rejected.
2

Click Reject

Click Reject on the installation row. A confirmation dialog opens.
3

Enter a reason

Type a reason for rejection in the text field. The reason is required — you cannot submit the rejection without it.
4

Confirm

Click Reject Installation to confirm. The installation status changes to Rejected and the record moves into the Rejected status group.
A rejected installation cannot be re-activated. If the job needs to go ahead at a later date, create a new installation record for the customer.