Installer Overview

This is the interface where an Installer is viewed and customized.


An installer (crew/subcontractor) is the person, or persons, who complete the physical work that is described in a Work Order. Installer's Trades, Events, and Templates can be managed here in addition to being able to view Bills, Files, and Contacts related to the Installer.

Using an Installer


In order to use an installer within a work order, the following must occur:


  1. The installer must have trades assigned to them. View installer trades.
  2. The installer must have valid insurance info. View insurance information.
  3. Classic Version Only: The installer must belong to the event that governs the project. View installer events

In order to delete an installer you must first edit/remove it from all work orders.

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