Pre-install survey: written steps

Who does this: Sales and install coordinators

The pre-install survey gathers what your install team needs before delivery, so customers should find it easily, complete it once and know which documents to send.

This training covers

1. Sending the survey
2. The documents reminder
3. The technical contact section
4. Survey progress on the order and the portal

Before you start

• Turn on the pre-install survey workflow in your settings.
• Each machine keeps one survey response.
• Customers upload missing documents on the portal.

Pre-install survey

1. Send Pre-Install Survey: check lines, Send Survey.
2. The email lists missing documents with a portal link. Send.
3. Technical Contact section.
4. Pre-Install Surveys progress on the order.
5. Portal: Pre-Install Surveys per machine.

What you just did

• Sent a pre-install survey
• Read the documents reminder
• Saw the technical contact section
• Checked progress on the order and the portal

That's pre-install survey. Next up, Chapter 11: check-ins: final meters and competitive units.