There are 3 options to create an Installation in Akti:
- Through the Field Services module and then the Installations submenu. Press on
to add a new installation. - Via the CRM module and then in the customer record at the Installations tab.
- Via the CRM module and then in the customer record by clicking on "Quick add" and choosing "Installation".
When you create a new installation, Akti will first ask you to which account and to which site address this installation has to be linked.
Accounts can have multiple site addresses. So you can create multiple installations on multiple addresses, for a single account.Once you've selected the customer data, Akti will ask you to select a template for the installation.
In the pop-up that opens, you can select one of the templates created in your account and give this new installation a name.
