# Appliance store step 4: installation and delivery

> Charge for AC installation and home delivery, book installation visits with technicians, and track deliveries with shipping status and riders.

Source: https://docs.smartposhub.com/business-types/appliances/step-4-installation-and-delivery/  
Last updated: 2026-10-30  
Product: SmartPOS Hub (https://smartposhub.com)

Most ACs and big appliances leave the store on a truck and need a technician at the customer's home. This step covers three things: **charging** for installation and delivery, **booking** the installation, and **tracking** the delivery.

## Before you start

- Products are set up with serial numbers and warranties ([step 3](https://docs.smartposhub.com/business-types/appliances/step-3-serial-numbers-and-warranties/)).
- Your installers and drivers exist as users ([Users and roles](https://docs.smartposhub.com/start/users-and-roles/)).

## 1. Installation and delivery as products

1. **Products › Add Product**. Name it clearly, for example "AC installation (up to 1.5 ton)", "Fridge delivery – city".
2. Untick **Manage Stock?** in the Stock section (a service has no stock).
3. Set the price and tax, and save.
4. At the sale, add the service next to the appliance. For a package (AC + installation + bracket), create a **Combo** product.

**Tip:** 
Put installation products in their own category, for example "Installation & services", so the [sales reports by category](https://docs.smartposhub.com/business-types/appliances/step-7-seasonal-reports/) show installation income separately.

## 2. Book the installation visit

**Repair on-site visits:**

> **How to turn it on**
> 1. **Plan:** Repair module in your plan
> 2. **Switch:** Settings › Business Settings › Modules › Repair module
> 3. **Permission:** On-site visits

1. Open **Repair › On-site visits** and click **Schedule visit**.
2. Choose the **Customer**. Leave **Job sheet ID** empty for a new installation (fill it for a repair).
3. Set **Visit from** and **Visit until**, the **Technician**, **Status** (**Scheduled**) and the **Address** with an optional **Map link**.
4. In **Purpose**, write what to install, for example "Install 1.5 ton inverter AC, serial …". Add a **Visit charge** if you charge for the visit itself.
5. Save. The visit appears in the list (**Today**, **Upcoming**) and on the dashboard calendar. After the job, the technician updates the status (**On the way**, **In progress**, **Completed**) and **Result / work done**.

![Schedule visit window with customer, optional job sheet ID, visit from and until, technician, status Scheduled, address, map link, purpose, result and visit charge](https://docs.smartposhub.com/_astro/repair-onsite-visit-form.Dop_28eT.png) (web app page: `/repair/onsite-visits`)
*Repair › On-site visits › Schedule visit.*

**Services and Bookings:**

> **How to turn it on**
> 1. **Plan:** Services module in your plan
> 2. **Switch:** Settings › Business Settings › Modules › Services and Bookings
> 3. **Permission:** Services and booking permissions

Use this when you want installation **slots** in a technician's calendar, and online booking.

1. **Services › Services**: add "AC installation" with its duration and price. Each service is also a product without stock.
2. **Services › Staff**: add your installers with their working hours.
3. **Services › Overview** › **New appointment**, or open **Bookings** and drag a time range in the calendar.
4. At checkout, open the appointment in the POS so the service is on the invoice.

![Bookings page with location filter, walk-in and new booking buttons, today's counters, and a week calendar with staff and status filters](https://docs.smartposhub.com/_astro/bookings-calendar.BIMGUoWs.png) (web app page: `/bookings`)
*Bookings: calendar, timeline and list of appointments.*

## 3. Track the delivery

1. On **Sell › Add Sale**, fill **Shipping and extra charges**: **Shipping Address**, **Shipping Charges**, **Shipping Status** (**Ordered**), and the **Delivery Person**.
2. Save the sale. It appears in **Sell › Shipments**.
3. Update the **Shipping Status** to **Packed**, **Shipped** and **Delivered**, and record **Delivered To**. Attach the signed delivery note in **Shipping Documents**.

![Shipments list with filters, invoice numbers, customers, contact numbers, locations and delivery person](https://docs.smartposhub.com/_astro/shipments-list.32bL95o_.png) (web app page: `/shipments`)
*Sell › Shipments: every sale with delivery, by location and delivery person.*

### Own riders and couriers: the Shipping & delivery module

> **How to turn it on**
> 1. **Plan:** Shipping & delivery in your plan
> 2. **Switch:** Settings › Business Settings › Modules › Shipping & delivery
> 3. **Permission:** Shipping: view, create, manage, or rider (own deliveries only)

Switch it on to get a **Shipping** menu with **Orders to ship**, a **Dispatch board** for your own riders (assign orders, follow them, see the cash each rider holds), **Riders & zones**, **Rider settlement** at the end of the day, **COD reconciliation** and **Shipping settings**. Riders can be staff with a login (they see **My deliveries**) or external drivers who get a job link by SMS. See [Shipping & delivery](https://docs.smartposhub.com/modules/shipping/).

Next: [step 5: sell on instalments](https://docs.smartposhub.com/business-types/appliances/step-5-sell-on-instalments/).

  - [Combo and service products](https://docs.smartposhub.com/catalog/combo-and-service-products/)
  - [Services module](https://docs.smartposhub.com/modules/services/)
  - [Bookings](https://docs.smartposhub.com/modules/bookings/)

## Frequently asked questions

### How do I charge for installation?

Create installation as a product with Manage Stock unticked, for example AC installation up to 1.5 ton, and add it to the sale next to the AC. It appears on the invoice and in sales reports like any item.

### Should delivery be a product or a shipping charge?

Either works. A delivery product shows in product sales reports. Shipping Charges on the sale add to the invoice total and keep delivery separate from goods. Pick one and use it every time.

### How do I book an installation for a date and technician?

Use Repair › On-site visits › Schedule visit with the customer, date and time window, technician, address, map link and purpose. The visit shows on the dashboard calendar. With the Services module you can instead book an appointment slot in a technician's calendar.

### How do I know which deliveries are still out?

Sell › Shipments lists every sale with shipping details, filterable by location, customer, delivery person and shipping status (Ordered, Packed, Shipped, Delivered, Cancelled).

### Do I need the Shipping & delivery module?

Not for simple delivery. The sale's shipping details and Sell › Shipments cover it. The module adds a dispatch board for your own riders, rider links, cash-on-delivery settlement and courier companies.

### Can the delivery person mark the order delivered from a phone?

With the Shipping & delivery module, riders with a login see My deliveries, and external riders get a job link by SMS where they mark picked up, on my way, delivered with photo and signature, or failed.