Guest Installer Org

Congrats! You have been granted access by a Workflow Provider (like your manufacturer) to get started on illu EnergyPros.

Getting set up takes less than 15 minutes!

Step 1: Create an account using the invited phone number

Once you receive the invite to join illu EnergyPros, you can accept by setting up a new account at app.illu.works. You might create this via the web application on a computer, not via the mobile app. Note: The person who creates the organization will be automatically set as an Admin and have the ability to manage Users for the organization.

Go either directly to this link, or go to app.illu.works, and select No account? Create One at the bottom of the page.

1. After creating your individual account, you will be taken to this page. Please select Create new organization

   

2. Name your organization and hit submit, now you are ready to go!

3. You will be taken to your organization dashboard and ready to start using illu's features and inviting your teammates.

Step 2: Invite your colleagues to join

Now it's time to invite your team. To open the Admin Console, click your Account icon in the top right of the screen. In the pop-down menu, select Admin Console

1. In the Admin Console, open the Members tab

2. Enter the phone number and email (optional) of the team member you want to invite and select Send Invitation .

3. Once it is registered, the phone number will appear in the Member's list with the status Pending until they accept the invitation

Step 3: Download the mobile app

illu EnergyPros is a Field App designed to be used on your mobile device. Download the iOS or Android application from the Apple App Store or Google Play Store links, or by searching "illu EnergyPros"

Use the same account information you have just created to log in.

💡 Note: When you log in for the first time, please be sure to select Allow Notifications in the pop up at the end of the account creation process.

Step 4: Create your first Job (web dashboard or mobile app)

Jobs are how you delegate and manage the work your team needs to do. To make your work management extra powerful, you can attach as many Workflows as you like to help your team effectively complete & document their work.

You can create a new job from either the web dashboard or from the mobile app.

1. Make a New Job. Press + Add Job in the top-right of the Jobs Table. This will open the a side-view to configure the new job.

2. Give it a Name. Name and briefly describe what the job is about. The Notes field is a great space to add any extra information (for example, you could include observations from remote monitoring data or from previous site visits).

3. Add Details. You have several fields that allow you to include important information for the person completing the work (Assignee):

   1. Assignee. This is typically the person responsible for completing the job.

   2. Due Date. This is typically the date by which the job should be completed.

   3. Site. This is the typically the location where the work for the job has to be done. Note that if the site you select has an address, it'll be shown on the job. Handy!

   4. Tags. This is a way for you to classify your jobs. We'll talk more about them later, but you could already try to create one here if you like (and you're on web)!

   5. Collaborators. Any user you add here will automatically be notified about important changes to the job. The assignee is automatically made a collaborator.

4. Attach Workflows. Attach the workflow you created earlier using the + Add Workflow button.

5. Save. Once you're done, press Save at the top right of the edit screen. This will add the Job to your organization. You can always go back and edit the job later.

You will now see this new Job in your list.

Step 5: (Optional): Create Sites to track systems and projects

Sites help your team navigate between different locations, projects, and systems. Jobs are linked to a site and can be filtered by sites.

On the web dashboard, navigate to the Sites tab . If you are just starting out on illu and trying things out, feel free to add a couple sites to start. You can add and edit your sites list at any time.

Simply press + Add Site in the top-right of the screen. This launches a pop-up where you can give your new Site a name and a location (either with an address or with coordinates). 💡 Tip ! Sites can be used for more than just locations of your work. You can also use them to categorize activities that are not location-based, such as Accounting/Inventory Work, General Admin, Customer Service, etc.

💡 Pro Tip ! In the web app, you can also create sites while adding or editing a job. To do so, click on the job's current site to open the site selection dialog. There you'll see an "Add site" option. Any site you add this way will of course also be added to your Site list.

Now that you know how to add Sites, make Workflows, and create Jobs, you are ready to start building out your team's processes and work!

A good place to start is with any processes you already have that are well defined (for example, an existing checklist or work instruction document). This could be a commissioning checklist, a preventative maintenance inspection, etc.