Overview of installation characteristics

The installation is the third and final phase of every Reonic project. After your customer signs an offer, the project moves from the Offer phase to the Installation phase. It is the same project record, now with new behaviour. The installation surface is where scheduling, on-site work, photo capture, checklists, country-specific filings (grid registration, subsidies), spare-parts ordering, and the customer handover all happen.

An installation is not a separate record. It is a phase of the same project that started as a request and became a signed offer. Every project moves through three phases (Request, Offer, Installation), and the Installation phase is when the project gets built. The same phase is labelled Project in parts of the interface; project and installation refer to the same record in this phase.

Before you start

• To open installations you need the Installation permission on your account. Your admin controls access in Settings.
• Reonic supports two product lines: residential and commercial. Residential has the full feature set. Commercial reuses the checklist and scheduling work, but the Services hub (grid registration, subsidy filings, oil-tank removal) and the customer-handover flow are residential features and are not available for commercial projects.
• Field workers do most installation work on the Reonic Mobile App (iPhone and Android). The handover, country-specific filings, spare-parts ordering, installation variant selection, and template editing run in the Portal.
• The Installation licence gives you field-execution control: assign blocks, fill checklists, run the handover, and file country services. Editing offer PDFs, issuing invoices, and editing templates sit with the Offer, Invoicing, and admin roles.

Open the Installations surface

1. Click Installation in the left nav (or on the home dashboard, depending on your setup). The Installations view opens.
2. Use the view toggle to switch between the Kanban view (cards you drag across status columns) and the List view (sortable rows).
3. Filter by status column, assigned team or installer, tag, outcome (Open / Won / Lost), lead source, or a created / completed date range. Search by customer or project name (type carefully, search matches exact text).
4. Open any installation by clicking its card or row.
5. Field workers on the Mobile App see only their assigned installations: open Projects in the bottom tab bar, filter to Installations, and tap one to open the detail. Scroll to Segments for the checklist work.

Status columns are configured in your own workspace, so different installer companies have different stages.

To create an installation without a signed offer (warranty installs, retroactive entry, internal jobs), use the direct-creation entry on the Installations surface (described next).

The installation lifecycle then runs: Trigger (signed offer or direct creation), checklist creation (your template is applied), scheduling and team assignment, materials and pre-install prep, on-site execution (Mobile App), commissioning and country filings (Services hub), customer handover (Portal), and post-handover (the project stays in the kanban for warranty look-ups).

Start an installation (from a signed offer, or directly)

From a signed offer (the standard path). Once the customer signs, the same project record moves from the offer phase to the installation phase:

1. Open the request whose offer was signed and confirm the signed timestamp on the chosen option.
2. Select the option to install. If only one option was signed, it is selected automatically; if multiple were sent, pick the one the customer chose.
3. Confirm. Reonic marks the option to install, moves the record into the installation phase, and creates the checklist from your installation template.
4. The project now appears in the Installations kanban / list.

Directly (installer-only path). For warranty installs, internal jobs, or retroactive data entry where there is no preceding customer offer:

1. On the Installations list, click the + (New Installation) entry.
2. Fill the modal. The modal opens with no contact pre-selected, so pick or create the customer contact first:
   • Contact details — first name, last name, email, telephone, and full address (street, number, postcode, city). All required.
   • Project address — a dedicated section, separate from the contact address. Leave the "same as customer" toggle on to copy the customer's address across (Reonic locates it to fill in the install coordinates), or turn it off to enter a different site address when the install location is not where the customer is billed.
   • Location — map picker; the address resolves and the timezone is filled in automatically.
   • Status container (optional) — pick one, or let Reonic default to the first status in the default container.
   • Packages (optional) — solar / storage / wallbox / heat pump.
3. Confirm. Reonic generates a fresh offer number, creates the record directly in the installation phase, adds the newest materials set, and creates the checklist from your template.
4. No variant is selected yet — run Select the installation variant (below) before the Workbook and Order Parts surfaces become usable.

Note: Direct creation skips offer signature and the customer welcome email. For normal customer projects, go through the request → offer → signature flow instead. If you use a CRM connection, verify the new project landed correctly there. You create installations in the Portal; this is a Portal-only action.

Work through the checklist

The core of every installation is its checklist, a tree of work items your team ticks off as the work progresses. Reonic uses a 5-level hierarchy:

1. Container — one per installation. Anchors the whole checklist to the project.
2. Block — a logical grouping of work (Pre-install survey, Solar mounting, Battery wiring, Handover). Blocks can have due dates and are the unit you assign to a team or individual.
3. Segment — a step within a block. The unit of done, the thing you mark complete.
4. Item — an individual line within a segment. Item types include checkbox, radio button, image, freetext, signature, description (read-only), title, planned-layout viewer, datasheets viewer, component list, and circuit plan (a view-only wiring-diagram reference, edited on the offer's planning view).
5. Item part — sub-elements of an item (one option within a radio item, say). You can mark a part irrelevant for this specific installation.

When an offer is signed and the installation is started, Reonic creates the checklist from your installation template. The template lives in Settings → Checklists → Site documentation; the per-installation copy is the working version your team fills.

You can also customise the checklist on a specific installation (add a block, drop a segment, override an item) without touching your template. The installation is then flagged as customised, and future template updates will not overwrite your customisations.

If your template is updated after an installation has been started, you can bring the installation up to date without losing entered work. From the checklist actions menu, choose Update checklist to latest version, then pick Merge data to keep filled values (freetext, checkbox values, radio values, attachments, and irrelevance markers are preserved) or Reset checklist to start again from the template. On a customised or already-started checklist this action is admin-only.

Checklist templates support placeholders that fill in automatically from the project record (customer name and address, signed-variant name and key components, installation date, assigned installer name). Placeholders fill in when the template is applied to a new installation. Once filled, the value stays fixed on that installation.

Two item types pull data from the signed variant automatically: the datasheets item (manufacturer datasheets for every component on the signed variant) and the component list item (the bill of materials grouped by category). Add them to the template, and they resolve when the installation starts. The planned-layout item shows the variant's layout and string plan directly inside a segment, read-only on mobile.

Select the installation variant

The selected variant drives the Workbook, Order Parts, and country-specific service surfaces. On a directly-created installation you must pick one before those surfaces work; on a signed-offer installation it is set automatically to the signed variant. To change it:

1. Open the installation in the Portal and go to the Workbook or Order Parts tab.
2. If a variant is selected, click the pencil icon next to its name; if none is selected, click Select now! on the empty state.
3. In the drawer, click the variant you want to install. A success message confirms the variant to be installed was updated.

Note: If the currently-selected variant has been signed by the customer, the Workbook and Order Parts show an amber banner and the variant is locked for direct editing. You have two paths: duplicate the variant (use the duplicate action in the drawer, where the name pre-fills as Installation: <OriginalName>, 5–100 characters, which copies it and selects the copy in one step, keeping the original signature intact), or select a different existing variant. Variant switching is Portal-only, so capture the reason in a comment if your team needs a record of it.

Assign installation blocks to your team

You can assign installation work at two levels:

• Block-level — each block of the checklist can be assigned to one or more users and one or more teams. Different blocks of the same installation can go to different teams (the roof-mounting team gets the solar block, the electrical team gets the battery block).
• Installation-level — the lead installer or responsible user for the whole project, used for the kanban card and customer-facing communication.

Concurrent block work is fine. Two technicians can fill separate blocks of the same installation at the same time without conflict. Split work by block so entries stay clean when several people work on one installation.

Capture photos and signatures from the Mobile App

To capture from a checklist Image item:

1. Open the installation; tap Segments on the detail view.
2. Tap a segment; tap an Image item.
3. Choose Camera (live capture) or Library (an existing photo from the phone's gallery).
4. Frame and shoot, or pick.
5. Add a caption or description if you want.
6. Confirm. The image uploads to the project's gallery and links to this checklist item.

To upload bulk photos to the project gallery (not tied to a specific checklist item), open the project detail page, tap the photo icon / Photos tab, and pick from your phone's library. The photos upload to the gallery without being attached to a checklist item.

Photos attached to a checklist item are findable on that item, on the segment, on the block, and in the project's overall photo collection. Photos uploaded to the project gallery without a checklist attachment live in the general gallery and are filterable by date and uploader.

Capture works offline; upload happens automatically once the device gets a connection. Photos taken in no-signal areas are saved on the device and sync when you are back online.

Photos taken during the technical site visit (the offer / planning phase) carry over automatically to the same project record when it moves to installation. There is no manual move needed.

To view the planned layout and string plan in the field, add a planned-layout item to the checklist template (it shows the layout directly inside the segment), or open the planned-layout section on the installation's detail screen. Both are read-only on mobile; the field team verifies the wiring matches before energising, and edits happen on the offer side.

Track time on an installation

Reonic offers time tracking on installations. When your admin enables it in Settings → Organization → Time tracking, field workers clock in and out on a specific installation from the Mobile App:

1. Start an entry. This records the start time plus GPS coordinates.
2. Break during the entry, which optionally records break minutes.
3. End the entry, which records the end time.

The total time is calculated for you. Entry types are defined by your company (Solar mounting, Electrical work, Travel). Editing an entry keeps the previous version, so you have a record of changes. Field workers can archive a wrongly-logged entry directly from the Mobile App; it's archived, not deleted, so the record persists.

Overnight shifts are supported. A shift that runs 21:00 to 05:00 saves as one entry; you do not need to split it across midnight. Each entry must be longer than 0 minutes and at most 24 hours, and the end time can fall on a later calendar day than the start. If an entry is outside those limits, the app shows: "Start time must be before end time and duration cannot exceed 24 hours." Range filters in the Portal and Mobile App work to minute-level precision.

GPS coordinates are captured on each entry so you can review them if you need verification.

Field workers see their assigned blocks in the Mobile App via the My installations / Assigned list. This assigned-installations list is the field worker's calendar; office-side calendar and scheduling live in the Installations kanban in the Portal. If a team member does not see expected blocks, confirm assignment in the Portal (block-level assigned user or team), confirm the user has the Installation licence plus team membership, confirm the user is signed into the right account on the Mobile App, and pull to refresh.

File country-specific services

The Services hub is the per-installation entry point for the Reonic services that hang off the installation. It sits alongside the Workbook, Order Parts, and Handover tabs, opened from the country-specific Services tab in the installation sidebar. Each tab opens a dedicated filing form. Each installation sees the services for its own country, so a Germany installation stays on its Germany services.

• **Germany (DE)** — Subsidy filing (Förderservice, KfW / BAFA), grid registration, oil-tank removal, Baustellenservice, Smart Meter (iMSys).
• **Italy (IT)** — Subsidy filing (Conto Termico 3.0, GSE), grid registration, oil-tank removal.
• **Brazil (BR)** — Grid registration.

The oil-tank service is available in Germany and Italy. The Services-hub tabs run in the Portal.

Note: The Baustellenservice tab (Reonic's coordinated on-site heat-pump-swap service, Germany only) requires an additional access right. If you have the right country and setup but do not see the tab, ask your installer admin to enable it for you.

Note: The Smart Meter tab (Germany only) is for ordering an intelligent metering system (iMSys). Like Baustellenservice it needs to be switched on for your account, so if you have the right country but do not see it, ask your installer admin to enable it.

For DE subsidy filings (Förderservice):

• BzA (Bestätigung zum Antrag) is submitted before installation. It confirms the planning to the funding body.
• BND (Bestätigung nach Durchführung) is submitted after installation completion. It confirms the work matches the BzA-approved scope.
• Order the service from the Services hub. The booking flow shows pricing and confirms the next step.
• Once booked, you receive an email with a calendar link for the kick-off / handover meeting.
• Whether non-Meisterbetrieb installers can use the BzA service depends on the specific German subsidy programme. Talk to your Reonic account manager.

For France, the Consuel is the mandatory electrical-conformity inspection that a PV system must pass before grid connection. Reonic supports both central-inverter and micro-inverter configurations. The single-line diagram that the Consuel inspector reviews auto-generates from your component setup in the circuit-plan view on the offer's Planning tab. Download it (PDF or JPG) from the circuit-plan view using Download PDF / Download JPG (or Save to Files), and submit it via the French Consuel inspection portal alongside the rest of the dossier (the Consuel submission itself happens outside Reonic). Reonic also has a dedicated France Consuel tab on the offer that generates the required conformity certificate.

Order spare parts

The Order Parts tab on each installation is the entry point for the spare-parts / replacement procurement flow. When you submit a procurement order via the Order Parts tab, Reonic handles procurement with the wholesaler on your behalf.

When you place an order you can add a free-text Note, and each order row carries a Messages thread showing your note plus any updates on the order, each with author and timestamp. You can read the thread in the Order Parts table; to add to the conversation, contact your Reonic account manager.

If you need a status correction or price fix on a submitted order, contact your Reonic account manager, who can adjust it for you.

For the installation's main bill of materials (the components on the signed variant), the typical pattern is to compile the order from the Workbook tab and submit it through your existing wholesaler portal. Reonic's Order Parts flow is best suited to spare-parts / replacement orders against an existing installation.

Run the customer handover

The customer handover is the final flow of an installation. It generates a handover summary PDF (one of two templates, Solar handover summary or Heat pump handover summary, picked automatically based on the primary component), captures the customer's signature on the Portal device on-site, and uploads the signed PDF to the project.

The handover flow runs in the Portal, so it works in any browser. Run it on an iPad via Safari (or another browser) by opening your Reonic Portal URL, finding the installation, and navigating to the Handover tab. The customer signs directly on the iPad screen.

The handover PDF is generated from the as-installed variant. To change the string plan or wiring on it, amend the variant on the offer side (or duplicate and rename it via the Workbook), then re-generate the handover.

After handover, the signed PDF is in the project's Files tab, the installation status typically moves to Completed, and the customer continues to see the public-facing status timeline (no Reonic login required for the customer).

The final invoice is issued from the Invoicing surface after handover.

Things to know

• An installation is the same project record as the request and the offer. No separate row, no separate ID, just a different status on the same record.
• Direct creation can store a separate project (site) address. When the install location differs from the customer's billing address, turn off the "same as customer" toggle in the New Installation modal and enter the site address; Reonic keeps the two addresses distinct on the project.
• The Mobile App is the field-execution surface for checklists, photos, signatures, and time tracking. The Portal handles the handover, country filings, spare parts, and workbook variant selection. Mobile App features include the installation list and detail, checklist segment filling (checkbox, radio, image, freetext, signature), photo and signature capture, time tracking with GPS, the planned-layout viewer, the datasheet viewer, and the project gallery.
• An Installation licence covers field execution (assign blocks, fill segments, attach photos and signatures, track time, open the customer-facing status timeline, file country services where installer-admin, run the handover, order spare parts). Editing the offer PDF, issuing invoices, editing company-wide checklist templates, the component library and pricing tables, kanban-board configuration, and other users' permissions sit with the Offer, Invoicing, and admin roles.
• Customer signatures are captured as a drawn signature with a timestamp on the Portal device on-site. The customer signs in person.
• The customer-facing status timeline is generated automatically as work progresses; no manual customer-communication step is needed. Reonic assumes a single lead installer (or account manager) handles the customer-facing signing.
• LiDAR scanning runs on LiDAR-equipped iPhone Pro (iPhone 12 Pro and later) and iPad Pro (2020 and later) hardware; the app checks for the sensor, so any Pro model with it works. Non-Pro iPhones and Android phones use the photo-based capture. For smooth scans, close other apps, keep the device cool (avoid extended sessions in direct sun), move steadily, and keep the app updated.
• The Portal and Mobile App are two surfaces of the same product. The Portal needs no install (sign in at your Reonic URL); the Mobile App installs from the iOS App Store or Google Play. Same credentials, same account, same data.
• Hyperlapse video is captured by a DJI drone's native Hyperlapse mode and imported into the installation as a file attachment.
• Underfloor-heating manifolds are configured on-site from the per-loop volume flows shown in Reonic's heat-pump planning.
• Checklist items can show and hide based on answers. A block, segment, or item can be set on the template to appear only when another question is answered a certain way. Hidden items drop out of the fill view, don't count toward the segment's completion, and are left out of the exported PDF.
• If the Mobile App misbehaves, force-quit and reopen it, sign out and back in, update to the latest version, check your signal, free up device storage, then restart the device. If it still misbehaves, contact your Reonic account manager with a screenshot, the installation ID, and the app version.

Need help?

• Step-by-step questions about this flow → contact your Reonic account manager.
• Feature requests / something missing → drop a note to your account manager.
• Bug reports → include a screenshot, the installation ID, the app version (for mobile issues), and the URL where it happened in your support email.

Last updated on August 4, 2026