Installer

Who this is for

Installers are the crews physically doing the install. This role is read-only: you can look up what job you're on and what it involves, but you don't edit anything in YND OS. If your day is on-site running a crew and you just need to check job details, this is your role.

What you can access

Sidebar pages:

• Mission Control (/)
• Projects (/projects) — read-only: view job details, scope, and status for jobs assigned to you.
• Communications and Training

What you cannot do

• You cannot see Customers, Opportunities, Dispatch, Routing, or Schedule — your assignments come to you through Projects and, day-to-day, likely through direct communication from your Dispatcher/PM.
• You cannot see Appointments, Call Recordings, Price Book, Configurator, Imagine, Proposals, or Payments.
• You cannot edit anything on Projects — no status changes, no notes, no reassignment. If something needs to change (wrong measurements, access issue at the site), report it verbally/by phone to your PM or Dispatcher; the system won't let you update the record yourself.
• No /admin/* access.

Your typical day

1. Check Mission Control for today's assigned job(s), if your account has entries there.
2. Open Projects to review the job you're headed to — scope, product details, any site notes left by the PM.
3. Complete the install on-site (this part happens outside the app).
4. Report completion status verbally/by phone to your Dispatcher or PM — you cannot mark it complete yourself in the app.
5. Check Training for any updated install procedures or safety materials.

Step-by-step guides

Look up a job before heading out

1. Open Projects.
2. Input: none — find the job assigned to you (by date/address).
3. What happens: you can view the scope, product specs, and any notes the PM left from the site assessment — but there are no edit controls. Use this to confirm you're bringing the right materials/tools.

Report an issue found on-site

1. There's no in-app way to log this yourself.
2. Input: none in the app — call or message your Dispatcher/PM directly.
3. What happens: the PM or Dispatcher updates the project record on your behalf once informed.

Edge cases

• Wrong pipeline stage / job doesn't look ready: if a job you're assigned to still shows an earlier stage (e.g., scope validation not yet complete), stop and call your Dispatcher/PM before starting work — don't proceed based on verbal instructions alone if the system disagrees.
• Missing property data: if the address or access notes on the job look incomplete, call the office rather than guessing — you can't add notes yourself.
• Scope doesn't match what's on-site: since you're read-only, you can't flag this in the app — report it immediately to your PM by phone so they can update Projects and, if needed, involve the Door Expert/Manager on a proposal correction.

When something looks wrong

• Job details in Projects look wrong or incomplete → /help/troubleshooting/common-issues
• Access denied trying to view a page → /help/troubleshooting/access-denied
• Can't find your assigned job → /help/troubleshooting/common-issues