Available on Enterprise
Purchase orders let an installer network and its installers agree, job by job, that kit is ordered, approved, paid for and delivered. In installHUB a purchase order is a status that runs alongside the job’s own status. You track it on the job page and see every job’s purchase order on the Purchase Orders page (app.installhub.com/admin/purchase-orders).
Who can use purchase orders
- Purchase orders are part of installer networks on the Enterprise plan.
- Installers who belong to a network that uses purchase orders see them too, on that network’s jobs.
- Purchase Orders is in the main menu for the Admin and Account Manager roles.
The company that owns a job’s purchase order is the network the job was created for. If the job wasn’t created for a network, it is the company that created it.
Start a purchase order on a job
- Open the job. At the top of the page you’ll see Purchase Order Status.
- While it is empty, the only choice is New. Pick it to start the purchase order.
- When the installer is ready for the network to check it, they change it to Submitted for review.
Once an installer has submitted it, the status is greyed out for them and shows “The status can no longer be changed”. From there the network moves it on.
Statuses
- New
- Submitted for review
- In review
- Approved
- Confirmation Sent
- Awaiting Payment
- Order Ready for Dispatch
- Dispatched
- Completed
The company that owns the purchase order can pick any of these, forwards or back, for example to correct a mistake. You’ll see “Status updated successfully” after each change.
Every change is written to the job’s history as “Purchase Order status changed from … to …”.
Who gets told
Choose who receives these emails in Settings > Communications > Email Notifications, under Purchase Order Notifications. Pick No one, All users or Specific users.
- When an installer submits a purchase order for review, the network’s recipients get an email.
- When the network changes the status, the installer’s recipients get an email.
Each email names the job reference, the old and new status, and links to the job.
The Purchase Orders page
The list shows jobs whose purchase order has moved past New, with Customer, Job Reference, Job Status, Purchase Order Status and Last Modified. Networks see the purchase orders on jobs across their network.
- Search by customer name or job reference.
- Filter by Purchase Order Status or Job Status.
- Click a row, or View Job, to open the job.
Export purchase orders
Click Export above the list. The file follows your search and filters. Alongside the columns you can add Installation Type and the customer’s Email, Phone and Address. These aren’t ticked to start with, and contact details only fill in where you can see them on screen.
