Available now on installHUB
These job page sections only show when a job needs them. Open a job from the job list.
Additional works report
Use it when the customer agrees extra work beyond the quote.
- Open the job’s forms and go to the additional works section.
- Describe the work, add the labour and materials costs (and VAT if you’re VAT registered), up to three supporting photos and the customer’s signature.
- Check Total amount due at the bottom.
- Click Save report.
Saving creates an Additional Works Report in the job’s Documents tab. Remove report deletes that document as well as the answers.
Statement of Compliance (Regulation 13)
When a charge point job’s form includes The Electric Vehicles (Smart Charge Points) Regulations 2021 section, use it to record compliance. Fill in the Statement of Compliance Form (Mandatory): charge point details, the compliance answers and the signature. View Regulations Guidance opens the government guidance.
- Click Save. You’ll see Statement of Compliance saved to Documents.
- Choose Send to Customer to email it straight away, or View Document to check it first.
Once saved, the job page shows the Smart Charge Point Regs. Statement of Compliance panel: Ready to Send, then Sent to Customer with the date under Sent At. You can send it again from the panel.
MCS design fields
On a job linked to an OpenSolar project (Pro and above), the OpenSolar design panel shows the sold system. Under MCS design fields you’ll see the panel orientation and tilt, specific yield before shading, postcode region, shading factor and occupancy, when the design includes them. Change them in OpenSolar.
MCS solar and battery documents
Jobs using the installHUB Solar PV and Battery forms produce these documents from the form answers and the job record, with your branding:
- MCS Solar PV & Battery Survey Form, from the survey.
- MCS Solar PV Installation Checklist, MCS Solar PV Commissioning Checklist, the PV Array Test Report, MCS Battery Storage Inspection Checklist and MCS Battery Storage Commissioning Checklist, from the installation and commissioning checks. These don’t produce until the job reaches Install scheduled.
They’re in the job’s Documents tab. While the job is open they update when an answer, the customer, your company details or the visit’s field operative or date changes. Once the job is completed, they stay as they were at completion.
