Articles
- 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
