Installations App

Purpose: Manage installation scheduling, material readiness, charger installation execution, demo, and report submission.

Responsibilities

  • Create installations from approved surveys

  • Generate human-readable Installation IDs (e.g., INS-2026-00456)

  • Coordinate with Procurement for material readiness

  • Schedule installation date and time slot

  • Assign field teams to installations

  • Track pre-installation customer confirmation

  • Capture installation reports (charger serial, model, success status, demo sign-off)

  • Capture installation media (photos, videos)

Dependencies

  • surveys — Installation is linked to an approved Survey (OneToOne)

  • leads — Back-reference to the originating lead

  • accounts — Field team assignment, Central Ops planner

  • procurement — Material allocation check

  • emergency — Triggered when assigned team is unavailable

  • notifications — Confirmation calls and reminders

Key Models

  • Installation — Scheduled installation linked to a survey. Tracks material readiness, customer confirmation, demo completion.

  • InstallationAssignment — Links an installation to a field team. Supports primary and emergency backup.

  • InstallationReport — Post-installation record: charger serial number, model, success flag, customer signature, issues encountered.

  • InstallationMedia — Photos and videos of the completed installation.

Status Lifecycle

planned → material_pending → material_ready → confirmed →
in_progress → completed → report_submitted → closed

Any state → rescheduled
Any state → cancelled

Business Rules

  • An installation can only be created from a survey with reviewed_approved status.

  • Installation cannot proceed to confirmed until material_ready is True.

  • Customer pre-installation confirmation is required before moving to in_progress.

  • Installation report must include charger serial number and model.

  • Demo completion is tracked but not blocking for report submission.

  • Customer signature (digital or photo) is strongly recommended but not mandatory.