The Expected Installation Date is set from either Job Questions Tab or by the fieldworker on Runabout during the assessment appointment.
This date will determine the Calculator Values used to calculate the discount amount and if upcoming scheme changes would alter this discount then by setting the date forward ASAP can keep the quote accurate.
The installation appointment will use the rules based on its schedule date and so this ‘Expected Installation Date’ only affects assessment appointments their quotes.
Change the Date In ASAP / View the current Date
- Navigate to the Questions Tab on the Job Bar.
- Scroll to the bottom of the screen.
- Look for the field titled Expected Installation Date, click the field and select a date.
- Click the Save Answers button.