Customer Handover of new install

[FixFitTest]

Hi first time installing a fox ESS (Install others) what is the correct procedure for handover to the customer, all the videos and docs I can find show the procedure for creating an agent, agent adding installer, installer creating a "plant" in the 2.0 App. I also see videos of customer creating an account and adding their system. I would have expected once the installer has created a "plant" in the cloud 2.0 App, they would invite the customer and everything would transfer across with no need for the customer to start from scratch. What am I missing ?

[Dave Foster]

Your not missing anything for the UK, the normal (and best) procedure is the installer creates the plant and then invites the user.

In some countries the installer and user are often the same thing which is why you see that option as well.

[FixFitTest]

Your not missing anything for the UK, the normal (and best) procedure is the installer creates the plant and then invites the user.

In some countries the installer and user are often the same thing which is why you see that option as well.

Thanks for that Dave, does that imply when they are invited everything is all setup in the App for them

[Dave Foster]

Yes once the installer has set up the plant details (name, address, size etc.) when the user is invited and joins it will all be there for them when they log in.

[FixFitTest]

Yes once the installer has set up the plant details (name, address, size etc.) when the user is invited and joins it will all be there for them when they log in.

Great thanks for that, couldn't find that part of the process documented anywhere. Appreciate your answers