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Atellier InstallSchedule, dispatch, and complete every install

Field installation scheduling and management for on-site teams. Handle crew dispatch, site surveys, checklists, and customer sign-offs.

Part of the Atellier Suite · $7/app/user/mo or $28/user/mo for all 13 apps · billed annually

Inside the app

Install week, planned to the hour

Crews, bucket trucks, and site surveys on one calendar — with photo requirements built in.

app.atelliercrm.com
Atellier Install weekly schedule with color-coded install blocks assigned to crews

Product UI preview — illustrative data.

What's inside Install

Job scheduling & calendar
Crew management & dispatch
Route optimization
Site surveys & checklists
Customer sign-off forms
Service call tracking

How It Works

From workshop to job site, zero dropped balls

01

Schedule the job

Pick the crew, set the 2-hour arrival window, and trigger the automated confirmation sequence — 7 days, 3 days, 24 hours, and day-of.

02

Dispatch the crew

Route-optimized directions, equipment checklists, and site survey details are pushed to the crew's mobile view before they leave the shop.

03

Customer sign-off

Before/after photos, a completion checklist, and a digital customer signature — all captured on-site and attached to the deal record.

Deep Dive

Field operations without the chaos

Route optimization & dispatch

Multiple jobs in a day? Atellier Install optimizes the route, accounts for travel time, and sends the crew a single itinerary with everything they need.

  • •Multi-stop route planning with time estimates
  • •Site survey details and access instructions per job
  • •Weather decision matrix for outdoor installations

Equipment checklists

Configurable checklists per installation type ensure nothing gets left behind. Drill, anchors, transformer, mounting hardware — checked off before the truck leaves.

  • •Checklists customized by installation tier (basic, complex, commercial)
  • •Photo documentation requirements per checklist item
  • •Completion status visible to dispatch in real time

Who It's For

Everyone from dispatch to the job site

Field Managers

Schedule crews, monitor job progress, and review completion photos — all from your desktop. No phone tag required.

Install Crews

Your daily itinerary, equipment checklist, and customer details in one mobile-friendly view. Just show up and execute.

Dispatchers

Real-time crew status, route optimization, and customer communication tools. Reschedule and reassign without breaking a sweat.

Get Install and 12 more apps

The full Atellier Suite — 13 apps starting at $28/user/mo, billed annually.

Or get Install standalone starting at $7/app/user/mo, billed annually.

See Install on your jobs

14-day free trial. No credit card required.

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