Customer Walkthrough ​
The Customer Walkthrough is a required step in the installation checklist that ensures engineers provide customers with proper training on how to use their newly installed system.
Purpose ​
The walkthrough step ensures customers feel confident using their new system by covering:
- System introduction - Explaining what's been installed and key components
- Controls demonstration - Showing how to use main controls, settings, and features
- Warranty & servicing information - Outlining coverage and protection options
- App recommendation - Helping customers download the recommended app (BOXT or E.ON Next Home)
When is a Walkthrough Required? ​
A customer walkthrough must be completed for all installation types:
- Boiler installations
- Heat pump installations
- Air conditioning installations
- EV charger installations
- Solar installations
- Battery-only installations
The job cannot be marked as "ready for audit" until the walkthrough is complete.
Walkthrough Flow ​
Step 1: Guidelines Screen ​
When tapping the "Customer walkthrough" task in the installation checklist, the engineer sees a guidelines screen with:
- Brand logo (BOXT or E.ON)
- Title: "Show the customer how it works"
- A checklist of topics to cover during the walkthrough
- A "Complete" button
Step 2: App Download Screen (Conditional) ​
After completing the guidelines, engineers may see an app download screen that helps customers install the company app.
This screen displays:
- App name and benefits
- Platform selector (iOS/Android toggle)
- QR codes linking to the app stores
App Store Links:
| Brand | Platform | Link |
|---|---|---|
| BOXT | iOS | https://apps.apple.com/gb/app/boxt/id1623854865 |
| BOXT | Android | https://play.google.com/store/apps/details?id=com.boxt.customerapp |
| E.ON | iOS | https://apps.apple.com/gb/app/e-on-next-home/id6479022825 |
| E.ON | Android | https://play.google.com/store/apps/details?id=com.eonnext.home.eu |
When the app screen is skipped:
The app download screen is skipped for BOXT jobs with heat pump, solar, or battery-only installations. All other job types show the app screen.
Step 3: Completion ​
After completing the walkthrough (and app recommendation if shown), the engineer returns to the installation checklist with the walkthrough marked as complete.