The Installation Records section of the EasyHub Portal is designed to help property managers and the EasyHub support team track and manage installation tasks efficiently. It provides details on service orders, including the assigned installer, targeted properties, and the status of installation activities. The goal is to streamline operations and ensure all stakeholders have access to critical data.
1. Accessing Installation Records
Navigate to the Installation menu on the left sidebar.
Select Records from the dropdown to access all installation-related data.
2. Filtering and Searching Records
Use the search bar to filter by:
Order No.: Enter the specific service order number.
Installer: Select an installer from the dropdown menu.
Community: Choose the property community for more specific results.
Click Search to view filtered records or Reset to clear all filters.
3. Understanding the Status Tabs
All Orders: Displays every installation record.
Pending Installation: Orders awaiting installation.
Under Installation: Orders currently in progress.
Pending Confirmation: Completed installations pending property manager review.
Completed: Successfully completed installations.
Canceled: Orders that have been canceled.
4. Reviewing Installation Details
Locate the order of interest and click on the Details button under the Actions column.
Details include:
Start and End Times.
Assigned Installer.
Property location and unit number.
Logs of operations performed during installation.
5. Monitoring Installer Assignments
Assign tasks to an installer using the Installers menu.
Track the performance and workload of specific installers to ensure operational efficiency.
6. Tips for Managing Installations
Ensure all property units are enabled and properly licensed before assigning installation tasks.
Use templates to standardize installations for similar unit setups, improving efficiency.
Regularly update status tabs to reflect real-time changes in installation progress.
Common Scenarios and Use Cases
Scenario 1: Tracking a Single Installation
Search for the service order using the Order No. field.
Review the assigned installer, installation date, and time.
Scenario 2: Monitoring Pending Installations
Open the Pending Installation tab.
Identify which properties need urgent attention.
Scenario 3: Reviewing Completed Installations
Go to the Completed tab to view installations finalized and approved.
Generate reports for compliance and quality assurance purposes.
Best Practices
Keep all records updated to avoid scheduling conflicts.
Use the Details feature to verify installer logs and track issues.
Leverage the dashboard to improve accountability and ensure smooth communication between property managers and installers.