🚀Quick Start Guide

This guide walks through the basics steps to quickly start using illu

Welcome to illu! Which of the following best describes you?

You are an installer-contractor looking for better operational efficiency for your crews ➡️ Check out the FULL ACCESS INSTALLER ORG quick start guide

You are an installer who has received an invited by your manufacturer to access illu ➡️ Check out the GUEST INSTALLER ORG quick start guide

You are a manufacturer looking to provide digital workflows to your contractor network, better enforce documentation from your installers ➡️ Check out the WORKFLOW PROVIDER ORG quick start guide

Download & Access Links

Setting Up an illu Account on Desktop

Account Setup: More details

If you are the first person in your team to try out illu, you can create an account and a new organization. You must complete this step through the website at app.illu.works. New organizations cannot be created through the mobile apps. Note: The person who creates the organization will be automatically set as an Admin and have the ability to manage Users and Billing 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.

After creating your individual account, you will be taken to this page. Please select Create new organization
Once you have named your organization and hit submit, you are good to go! You will be taken to your organization dashboard and ready to start using illu's features and inviting your teammates.

Note: Now you can use the account to log in on the illu Mobile App. When you do for the first time, please be sure to select Allow Notifications in the pop up at the end of the account creation process.

Step-by-Step Guide

Getting set up on illu takes less than 15 minutes! Follow the 5 easy steps below and you'll be well on your way to supercharging your frontline team.

Step 1: Import or create your first Workflow

Workflows are the backbone of illu. They provide an easy way to share and verify common procedures in the field. Let's start off by exploring ready-to-go workflow templtes in the Workflow Library.

Open up the illu Workflow Library on your web browser. This includes templates for best practice solar and storage procedures, as well as brand- and model-specific processes
Select a workflow to preview its details, such as this PV Grounding & Cabling Inspection
Once you have found a workflow that matches your needs, click Import to pull the workflow into your newly created organization. Your workflow is now ready to be used

You can also create your workflows from scratch.

Give your first workflow a name (if you're struggling to think of something, why not go with something easy like "My First Workflow" for now). You can also give your workflow a description, or skip that for now.
For each step, you can do all of the following:
1. Add a photo. A picture says more than a thousand words. Click the box at the top of the card to open a pop-up a pick an image from your media collection.
  Note: If you haven't uploaded any images yet, you can do so through the pop-up directly: just click the grey + card, select an image from your device, upload it, and then click its card to add it to your step.
2. Add a title. This will be used in your workflow reports later.
3. Add instructions. Write some instructions that will help your team members execute this workflow appropriately.
4. Add an input. Workflows are a great way to gather data on the work your team members are doing. You can let them Confirm that work was done, mark a check as Pass/Fail, or collect some Text or Number input.

Step 2: Download the illu mobile app

You can now access illu on your mobile device through our iOS or Android application. You can download them from the Apple App Store or Google Play Store.

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

Step 3: 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.

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.
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).
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.
Attach Workflows. Attach the workflow you created earlier using the + Add Workflow button.
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 4: Invite your team to join (starts 14-day trial)

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

Note: Once your team members accept the invite, this will start a 14-day trial for your organization. For more information on team subscriptions, see Pricing.

In the Admin Console, open the Members tab
Enter the phone number and email (optional) of the team member you want to invite and select Send Invitation .
Once it is registered, the phone number will appear in the Member's list with the status Pending until they accept the invitation

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.

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.