Wellness One / Installation Hub Installation Hub
Open closer desk AI active

Won to handover

Installation Hub

One operational record for every project, from accepted handover to commissioning and aftercare.

Portal authoritative until reconciled cutover Fixture/import mode in this build Voice requires review before saving
Active projects 2 CRM-native aggregates
Active visits 1 Planned, confirmed or on site
Pending handovers 0 Operations review required
Open issues 1 Blockers, snags and defects

Requires attention

Operational exceptions

1

Handover

Intake 0

No projects in this stage.

Closure

QA and care 0

No projects in this stage.

Controlled intake

Won deals awaiting operations handover

2

Creating a handover is idempotent and produces a reviewable pending project. It does not change the portal or customer record.

Iain MoretonLifestyle 3 · Site missing
Review deal
Margaret BellHydroChill · Site missing
Review deal