Accept a job from a partner

You can review and respond to job offers that partners send to your organization. The interface and available actions may vary depending on your user role (e.g., administrator, dispatcher, or installer).

Accept a job

1. Navigate to your Orders list to find new partner jobs.
2. Click on the job to open its Job details.
3. Review all job information, including the Customer, Location, and Scope of work. Note that customer contact and address information is hidden from installers until the order is accepted.
4. Click Accept to confirm you will take the job. This will lead to a confirmation step. The primary action button, Accept, is now located exclusively in the footer of this confirmation step, alongside an updated action button layout. The behavior of the 'Accept' button on these booking and dispatch confirmation steps has also been updated for a clearer workflow. Note: If your organization's payment capabilities are not configured, only main installers will be blocked from accepting the job.
5. Complete any additional confirmation steps, such as assigning an installer to the job if prompted, by interacting with the action buttons in the footer.

The job is now added to your active orders and can be scheduled.

Decline a job

1. Open the job from your Orders list.
2. Click Decline if the job does not fit your availability or capacity.
3. Provide a reason for declining the job.
4. Confirm your decision to decline.

The job is returned to the partner, and they will be notified.

Need help? Contact Installer.com support.