Account and Setup

• Getting started
  • Getting started, onboarding and importing your data
  • Integrated user guide
    • Mark a job’s kit as being collected
    • Print the jobs calendar, and use it on a phone
    • Read the job cards and kit pills
    • See your schedule by customer job
    • Your profile and signature
    • Branding Studio
    • Set your working hours
    • Job durations and padding
    • Operative home locations
    • Enquiry form links
    • Notification settings
    • Job checklists, gates and SLAs: start here
    • Set up job checklists and stage gates
    • Checklist items: evidence, rules and installHUB defaults
    • Work a job’s checklist
    • Send requests to contractors with a link
    • Add a contractor stage to your jobs (example: an electrical contractor)
    • Customer SMS
    • Appointment reminders
    • Gates on the scheduler
    • Job status SLAs: catch stuck jobs
    • Checklists, gates and SLAs: questions and fixes
    • Scheduling rules and automation
    • Customer self-booking
    • Field tracking
    • Operative certifications
    • Customise your forms
    • Enquiry form settings
    • Invoice numbering, terms and VAT
    • Payment reminders
    • Credit notes
    • Connect your accounting software
    • Connect OpenSolar
    • Add your partners
    • Grow your installer network
    • Set up countries
    • Operating locations
    • Answer customer messages from the Messages inbox
    • Put a job on hold, archive it, or delete it
    • Understand what your customers see in the Customer Portal
    • Get your data out of installHUB: reports, exports and downloads
    • Work the job list: search, filters, views, pins and flags
    • Create, send and track a quote
    • Understand user roles and custom roles
    • Understand your dashboard
    • Track purchase orders on network jobs
    • Share jobs with your installer network
    • Connect installHUB to Zapier
    • Mobile app: your account and handy tools
    • Find your way around a job page
    • Create a job and import customers
    • Additional works, Statement of Compliance and MCS documents
    • Track invoices, payments and payment requests
    • Set up installation types and appointment outcomes
    • Read Workload Analytics and the Field Tracker
    • Work with generated documents on a job
    • Mobile app: work a visit from start to finish
    • Mobile app: add and manage customers and jobs
    • Search and get help in the admin portal
    • Give partners a view of their jobs, and manage your networks
    • Manage your subscription plan
    • Send the enquiry form to a customer you already have
    • Ask the customer to fill in one section of a job’s form
    • Mobile app: syncing, working offline and connection messages
    • Send and track DNO applications
    • Automatic emails: who gets what, and when
    • Fix common OpenSolar, Xero and QuickBooks problems
    • Work through your Account Setup checklist
    • What happens when you downgrade or your subscription ends
    • Gates on the mobile app
    • Checklist ticks, offline and evidence on the mobile app
    • Send the customer pack (customer documents pack) to a customer
    • Edit customer details
    • Change the scheduler mode: Manual, Suggest, Review or Auto
  • Company Profile
  • User management
• Account Settings
  • Plans and pricing explained
  • Customer Packs
  • Customer payments
  • Product management