Workbook

The Workbook is a tab inside every installation. It shows the signed variant and the installation's checklist data together, so it is not a separate document you fill in from scratch. The installation opens with six tabs: Basic (name, status, location), Workbook, Order Parts, Grid Registration (country-specific filing), Subsidy (country-specific filing), and Handover (the terminal customer handover). The Workbook shows the signed variant, so you inherit the parts and layout from the offer rather than re-entering them.

Before you start

• The Workbook is for residential installations. Commercial installations work from the offer's Components and Planning tabs directly.
• The installation needs a variant selected. Until then the Workbook shows an empty state: "No variant to be installed selected yet!"
• Variant selection and editing happen in the Portal. Field workers see the planned layout through checklist items in the Mobile App.
• Signed variants are locked as contract artefacts. To change a signed variant mid-install, duplicate and rename it, then switch to the duplicate.
• The Workbook works the same across all countries. Country-specific filings live in sibling tabs (Grid Registration, Subsidy, oil-tank removal).
• Switching variants needs the Installation-Admin or Offer-Editor permission. Other roles can view the Workbook and see the tooltip "Only Installation-Admins or Offer-Editors can do this."

Open and use the Workbook

1. Open the installation in the Portal. Click the Workbook tab.
2. If you see the empty state, click Select now! to open the variant picker.
3. From the picker, pick one of the variants on the offer, or duplicate and rename an existing variant. The duplicate defaults to "Installation: <Original Variant Name>", 5 to 100 characters, editable. The original signed variant stays locked.
4. Confirm. The variant is set as the one to install, and the Workbook populates with the variant name (with a pencil icon to edit), the kWp / kWh rollups, the category-grouped parts list (Solar / Storage / Wallbox / Heating / Other), the planning visualization, and the read-only circuit plan.
5. Field workers consult the Workbook in the Portal, or open checklist items that surface its data in the Mobile App (planned-layout, datasheet, and component-list item types).
6. To change the variant mid-install, click the pencil icon next to the variant name. Pick a different variant or a fresh duplicate. The Workbook updates.

Pro tip: When a customer signs a variant on the offer side and no install variant is set yet, that signed variant is set as the one to install automatically. Once a variant is set, later signatures leave it alone.

To show the roof planning to your mounting team in the Mobile App, you have two paths. Include a planned-layout item in a checklist block the team works on, which renders the plan inline in the segment. Or point them at the installation's detail screen, which shows the planned-layout section without entering a specific segment.

Switch variants mid-install

If the customer changes their mind mid-install (for example, they want to add a wallbox after deciding to skip it):

1. Click the pencil icon next to the variant name at the top of the Workbook.
2. The variant picker drawer opens, showing the available variants for this request.
3. Pick a different variant, either an existing one from the offer or a fresh duplicate.
4. Confirm. A success toast appears ("Variant to be installed updated"), and the Workbook's parts list, layout, and circuit plan update to the new variant.

If the customer signed the original variant, it is locked for editing and shows a warning banner: "The variant to be installed has been signed by the customer and is therefore blocked for processing. Duplicate the variant or select a different one as to be installed to make changes." Duplicate the signed variant to get an editable copy, then switch to the duplicate and edit it freely.

Note: A variant switch replaces the to-install reference with the new one. If you need a record of "we had variant A but switched to variant B", capture it in a project note or a freetext checklist item.

Edit the parts list, layout, or circuit plan

The Workbook shows the variant, so updating the Workbook means updating the variant.

1. Click Go to planning from the Workbook view. This opens the offer's planning canvas, where the parts-list editor and the plan editor live.
2. Save the planning view. The Workbook updates with the new data.
3. To preserve the signed contract variant, use Duplicate from the variant picker first, then edit the duplicate.

To add a single ad-hoc component during the install (a missing junction box, say) without touching the contract variant, the cleanest pattern is to duplicate and rename, edit the duplicate, then switch to it. The original signed variant stays untouched.

Capture photos and signatures

Photo capture happens in two places, both visible alongside the Workbook:

• Inside a checklist Image item (most common). The photo attaches to a specific segment ("photo of the meter cabinet", "photo of the inverter installed") and is findable via that segment.
• In the project's general photo gallery, for photos that don't fit a specific checklist item.

The capture flow on the Mobile App:

1. Open the installation. Tap Segments on the detail screen.
2. Tap a segment, then tap an Image item.
3. Choose Camera for a live capture or Library for an existing photo.
4. Frame and shoot, or pick.
5. The app compresses the photo before upload.
6. Add a caption or description if you want.
7. Confirm. The image uploads to the project's gallery and links to this checklist item.

Each member of your mounting team captures the same way from their own phone, signed in with their Reonic account and assigned to the segment. Each upload records who captured it.

Note: Capture works offline, and checklist photo uploads queue on the device. The captured photo shows immediately in its slot with a syncing indicator, and the upload completes automatically when signal returns.

Signature items in the checklist capture three kinds of signatures: Technician sign-off, Customer acknowledgement (most commonly at handover), and Other (a neighbour who agreed to access, a landlord who approved electrical work). The flow:

1. Open the Signature item.
2. The item shows the signing-person type (Technician, Customer, or Other).
3. Tap Sign. A drawing canvas opens.
4. Draw the signature with a finger (or a mouse on a tablet).
5. Confirm. The signature is saved with its date and, where applicable, the signer.

A Reonic signature is a drawn image with a timestamp and the signer's identity. For contracts that require a legally-binding digital signature, run that signing flow separately. Sign a Customer-type item with the customer present, not your technician account, so the record stays accurate.

Find and refresh photos

Photos attached to a checklist Image item are findable on that item, on the segment, on the block, and in the project's overall photo collection. Photos uploaded to the general gallery without a checklist attachment are filterable by date and uploader. The checklist-item linkage is what makes a photo appear in a specific segment, so for finer grouping, add more checklist items.

Photos from the technical site visit (offer / planning phase) carry over automatically when the project transitions to installation. To surface them inside an installation checklist, add a checklist Image item ("Site-visit photos") to the relevant block and re-attach them there. The underlying photos stay put; the linkage is what makes them appear in the segment.

If a photo doesn't render correctly in the Mobile App (a stale thumbnail, a missing-image placeholder, an old version after replacement), use this refresh sequence:

1. Pull to refresh on the project to fetch the latest from the server. Navigate back into the segment or gallery, and the photo re-renders against fresh data.
2. Check your network indicator. On a weak or intermittent connection the image fetch can fail. Move to a stronger signal and pull to refresh again.
3. Re-open the project from the project list. Closing and re-entering reloads the detail view, and image references re-resolve.
4. Close and re-launch the app as a last resort.

If a photo still doesn't render after the full sequence, re-upload the photo to the same checklist item and let your installer admin know.

On the Portal, project pictures live inside the project's Files surface rather than a separate Images tab. The project's top bar shows Notes and Files (plus Calendar where enabled), and image file-request cards render inside Files. This holds for both residential and commercial projects. On the Mobile App, picture capture still has its own screen.

Book the subsidy service meeting

Reonic's subsidy service (available in Germany) is booked from the per-installation Subsidy view, a sibling tab to the Workbook.

1. Open the installation, then go to the Services / Subsidy tab.
2. The Subsidy view describes the subsidy options and shows a help banner.
3. Click the Termin buchen (book appointment) link in the help banner. This opens the subsidy service booking calendar in a new browser tab.
4. Pick a slot directly in the calendar to book the kick-off / handover meeting. You book the slot yourself in the calendar.
5. If the banner or link isn't showing, contact your account manager.

Capture hydraulischer Abgleich values

For heat-pump installations, the hydraulic balancing (hydraulischer Abgleich) is the per-room valve-setting calculation. It lives on the heat-pump planning surface rather than the Workbook itself, and the calculated values flow into the Workbook's parts list and the checklist's component instructions. The per-room heat-load calculation sits on the offer's heat-pump planning panel, where the per-room volume flows are computed. For underfloor heating, those flows produce the manifold valve settings your installer applies on-site. Read the per-room flow values off the plan, the Heizreport, or the app, and configure the physical manifold accordingly.

Store notes alongside the PDF documentation

Notes that need to travel with the installation's PDF documentation live in two places:

• Freetext checklist items. Add a freetext item to a relevant checklist block ("Site notes", "Customer requests", "As-built deviations"). Field workers and office staff type into the item, and the text joins the checklist record, included when the checklist PDF is generated alongside photos and signatures.
• Project notes (outside the checklist). For looser notes that aren't checklist-scoped (internal coordination, billing reminders, scheduling caveats), use the project's notes / activity surface. Searchable, persists for the whole project lifecycle, kept out of the checklist PDF.

For text that must appear on a customer-facing PDF (a custom paragraph on the handover summary, say), edit your workspace's handover template to include the field or render a freetext-item value into it.

Note: If an admin updates the checklist template while your installation is in flight, an admin can pull the update onto the running checklist via Update checklist to latest version → Merge data. The merge preserves freetext, checkboxes, radios, attachments, marked-irrelevant flags, and signatures, so a mid-install template change keeps what was typed and signed. Reset checklist is the destructive alternative that re-clones from the template, so use it only when the in-flight data is genuinely obsolete.

Run the customer handover

The terminal step of the installation is the customer handover, which runs in the Handover tab, not the Workbook itself. The handover generates a handover summary PDF, one of two templates (Solar handover summary or Heat pump handover summary), picked automatically based on the offer's primary component. The PDF pulls together customer info, system size, components, warranty terms, and the as-installed configuration. The customer reviews it, signs on-screen, and the signed PDF uploads as a file to the project's Files tab. The installation status typically flips to Completed.

The handover runs in the Portal browser. On-site, the cleanest pattern is to bring an iPad or laptop with the Reonic Portal open and have the customer sign directly on that device's screen.

After the handover, issue the final invoice, and if you keep deal status in an external CRM, update it there to show the project is won and installed.

Things to know

• The Workbook is a UI tab, not a separate record. It shows the variant, parts list, and planning data in the installation phase.
• There's no Export Workbook as PDF button. Use the offer PDF, the checklist PDF (which includes rendered plan screenshots), or browser-print the Workbook tab.
• Offline capture and edits queue on the device. Photo capture, checklist segment signing and locking, project file uploads and deletes, and Heat-load edits (adding, editing, or deleting a story or room, and editing building data, materials, or existing-heating) all apply locally right away and replay when signal returns. Stays online-only: general project-detail field edits, voice-memo uploads, 3D LiDAR-scan uploads, creating tasks, notes, or comments, marking a task complete, calendar events, search, and user-assignment changes. Watch your phone's network indicator when working in the field, and confirm queued edits have replayed from the sync-status panel in the app's Settings. Coordinate before two people edit the same room, since the last save wins.
• Some checklist items appear only when triggered. A block, segment, or item can be set on the template to show only when another question is answered a certain way (for example a "wallbox wiring" item that appears once "wallbox installed" is ticked). Hidden items drop out of the fill view and the exported checklist PDF and don't count toward completion, so a segment can read as complete without every listed item filled.
• A captured photo records the time it uploaded to the server, not a device capture time or location. If you need site-presence verification, pair photos with a separate field-worker accountability process.
• When several photos captured offline sync at once, they may arrive in an unexpected order. Use the drag-to-reorder action in the gallery to arrange them.

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 the installation ID, the variant name, a screenshot, and (for mobile issues) the app version in your support email.

Last updated on August 4, 2026