Take a new subscription from “needs hardware” to “online” — the pending-install queue, scheduling field visits, per-unit install guides, and the technician mobile app.
After signup, a subscription that needs hardware flows through installation. This
guide covers the queue, scheduling, and what technicians use in the field.
Go to Pending Installs for the list of subscriptions awaiting installation,
with the subscriber, unit, and status. This is your “what needs doing” for
provisioning.
Go to Field Service to see open jobs and pending installs, assign a
technician, and schedule a window. Jobs are ordered so a tech’s day makes a
sensible route.
Each unit has a print-ready install guide that gets richer as NetBox fills in.
1
Open a unit's install guide
From a pending install (or the subscriber’s cockpit), open Install guide —
a printable page with the unit’s location, the cable path (region → site →
room → unit), and any rack/photo/serial data NetBox holds. It’s also attached
to the install ticket.
A unit install guide
Install guides get more detailed automatically as NetBox gains racks, photos
and serials — no doc edits needed.
Field techs work from a mobile-friendly view — their assigned jobs, in route
order, with the info they need on site and a way to mark a job done (which
triggers activation).
A completed install can kick off follow-ups — wire a install.completed
trigger in Automations.
