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A customer rings on Tuesday to move Thursday’s install. The office moves it. The crew sets off on Thursday anyway, the scaffolder turns up on the original date, and the customer tells the story to everyone they know.
There is one calendar in Installa and it belongs to the job. Move a date on it and it has moved for the office and for the crew, and the customer's email about it, in your branding, is one click.
Installs, surveys and appointments, in month, week or list view.
With a warning before it saves, and undo if you drop it in the wrong place.
When the install is booked, and again if the date moves.
The workload grid week by week, and crew utilisation over a longer run.
Drag the job to the new day. Installa checks before it saves and tells you if that puts someone on two jobs at once, and if you drop it in the wrong place you can undo it. When you book the install, and again when you move it, one click emails the customer the date, so the date they have written on the calendar in the kitchen is the date you are coming.
Each person can take a feed of their own bookings into Outlook, Google Calendar or the calendar on their phone, so the installs turn up alongside everything else in their week.
Beside the calendar is the list of live jobs with no install date on them, nearest to ready first. Drag one onto a day, or pick the date from the list. It is a short list you can empty, rather than a worry you carry around.
A three-day install is booked as a three-day install. Each job carries its lead installer, its crew, the designer and the manager, so the name on the day means something.
The workload grid shows the whole team week by week: who has one job on, who has two or more and who is free. The crew utilisation report says the same thing over a longer run, which is the answer when you are deciding whether to take on another pair of hands.
A booking is not finished until the people affected by it know.
Emailed in your branding when the install is booked, and again if the date moves. The same email comes from you whoever in the office did the booking.
Each person subscribes their phone or Outlook to their own bookings, so today’s job and next week’s are already in the calendar they look at.
One calendar for installs, surveys and appointments, filtered to a person or a type of work, with the count of installs this month and the tasks due.
Better you know before you start than after.
The date is one part of it. These are the others.
From deposit to handover: what has to be true before a date is promised, and how to keep it.
Read the guidePut in one real enquiry, draw the roof, check the design and send yourself the quote. You will know within the hour whether Installa would have caught the things that went wrong last month.
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