WindoorERP Documentation 19.0
7- Setup Installation and After-Sales
Step 9/13

Run one job end to end

Let the technician log it from the site

Why this step

The technician executes their task and logs time on a phone, on site. If this step is awkward it will not be done, and everything downstream — costing, productivity, invoicing — inherits the gap.

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What this does

Empowers field installation technicians with a personalized mobile workspace showing daily assigned window openings, technical specifications, and live timesheet timers.

Before you start

  • Technician logged in on mobile device or tablet.

Steps

My tasks list view displaying personalized technician assignments and deadlines

My tasks personalized kanban board for mobile field execution

Individual task execution form with timesheet timers and photo upload buttons

Personal technician schedule calendar showing assigned site appointments

Technician personal productivity graph analyzing logged hours across projects

My tasks pivot matrix detailing hours spent by work stage

My scheduled activities view tracking upcoming site check-in tasks

Important

Field technicians must capture clear photo verification showing silicone sealant backing rod depth and bubble-free sealant tooling.

  1. 01
    Open Installation › Tasks › My Tasks to review your daily work roster.
  2. 02
    Tap any task to review window dimensions, opening elevation location, and hardware installation guide.
  3. 03
    Click Start to log work hours, or enter manual timesheets under the Timesheets tab.
  4. 04
    Upload before-and-after photos and click Mark as Done to notify the site engineer.

Common mistakes

  • Marking tasks as complete without recording consumed anchors, expansion foam cans, or structural silicone tubes.
  • Logging timesheet hours against the wrong project code.

Checkpoint

A technician has completed a task and logged hours without returning to an office.