Field scheduling centers on Plan Install and related installer-day workflows.
Plan install
Support → Plan Install (or Scheduling submenu) lists upcoming customer installations.
Typical workflow
Schedule install
Create planned install with client, address, date, and service details.
Geocode address
Map pin uses geocoding (LocationIQ / Nominatim / AWS per company config).
Assign crew
Link installer day or technician as your process defines.
Complete
Mark complete; may trigger billing or provisioning steps.
Installer days
Installer day groups multiple installs for one crew on one date:
- View route-friendly list or map
- Work orders — per-job checklist for techs
Truck rolls
Truck roll records tie field visits to clients and tickets—use for truck charge billing or SLA tracking where enabled.
Dashboard integration
Home dashboard install cards show today’s count and upcoming installs—click through to Plan Install.
Enter complete service addresses for accurate geocoding; bad addresses skew dispatch maps.
Projects link
Large builds (tower work, fiber builds) may also use Projects for multi-day work tracking alongside single install records. 