Create an Installation Run with Insyte

To book jobs into the calendar, simply drag a red pin on the map to the calendar. Click on another red pin and drag it also onto the calendar.

A calendar, along with the sales rep who will be doing the installation run can also be viewed on this page.

Flexibility in your system to job tracking, installations, bookings, pricing, discounts and deposits allows your business to be agile and responsive to changing markets and stay ahead of the game.

Transcript:

After logging into the Insyte web dashboard, click on the “Tracking” menu to be taken to the tracking screen.

Next, select the jobs that need to be attended to, then click on the “Actions”, menu and select “Book install, with Maps”.

Insyte web then displays all the jobs on the map.

A calendar, along with the sales rep who will be doing the installation run can also be viewed on this page.

To book jobs into the calendar, simply drag a red pin on the map to the calendar. Click on another red pin and drag it also onto the calendar.