0:43Create your account
Create an installer account for your business and customer records. For an employee invitation, use the invited email address.
Watch the video →Guide for installersChange audience
PanelPilot · Installer
Instruction videos
Short instructions for your account, with narration and captions.
15 instruction videos
No video found. Try another search term.
0:43
0:53Sign in and find your way
Screens and actions adapt to your organisation role and selected customer.
Watch the video →
0:36Create a customer record
Installers work within one selected customer record. Check this selection before adding information.
Watch the video →
0:19Add a location
A location groups panels, for example in a house, garage or outbuilding. The installation address identifies the related property.
Watch the video →
0:29Add an electrical panel
Each location can contain several panels. Use recognisable names such as Main panel or Garage panel.
Watch the video →
0:36Set up panel rows
The layout starts locked so you can inspect components without moving them.
Watch the video →
0:27Add a component
Components represent physical elements such as main switches, RCDs, circuit breakers, meters and relays.
Watch the video →
0:32Change the layout
Components represent physical elements such as main switches, RCDs, circuit breakers, meters and relays.
Watch the video →
0:37Name and check circuits
A circuit brings technical information and connected devices or rooms together.
Watch the video →
0:27Link devices and rooms
Connected items let you find the refrigerator, kitchen or outside lighting at the correct circuit.
Watch the video →
0:42Add a panel photo
Photos belong to the selected panel and can only be accessed by authorised users.
Watch the video →
0:40Save a component document
Attach a product manual or diagram to the physical component it describes.
Watch the video →
0:52Check your records
The app searches the active record. The search on this website searches the guide instead.
Watch the video →
0:41Invite the customer
Make customer owner invites the intended customer to accept ownership of the record. The action appears only when you are authorised.
Watch the video →
0:36Add a team member
An organisation administrator manages colleagues through More → Employees. This collaboration is independent of a Business subscription.
Watch the video →