Available now on installHUB
installHUB sends some emails and texts for you. This reference lists them by topic: who receives each one, when it goes, and where to change it. Office recipients are chosen in Email Notifications; if a list was never saved, admins and account managers get those emails. Customer texts only go when SMS Settings are on and the customer has a mobile number. Times are UK time.
Enquiries and allocation
- Continue your enquiry with (your company): to a customer who chooses Save and continue later on your enquiry form, with a link back to where they stopped.
- Unable to allocate (installer networks): when auto-allocation finds no nearby installer for a pending enquiry, or 3 are already assigned, your Quotation Notifications recipients are told. Share the job by hand.
- Quote reminders to installers (installer networks): if a network job was offered to you and you haven’t quoted after two working days, your company’s main email gets a reminder at 10:00. Never on weekends or bank holidays.
Quotes
- Quote sent: to the address chosen when sending, plus a text if a mobile was entered. Customer Portal account holders get You have received a quote from (your company) instead.
- Quote reminder to customers: one reminder, two days after sending, unless the quote has been accepted or declined. Switch it off in Quotation Settings.
- Accepted or not accepted: to your Quotation Notifications recipients. Portal customers also get a confirmation when they accept.
- Quote revoked: the customer is told the quote is no longer available.
Bookings
- Choose a time for your appointment: the customer’s self-booking invitation. It lasts 7 days, or less if your minimum notice would otherwise be broken.
- We have held your appointment time: when they pick a time and you confirm it yourself.
- Your held appointment time has been released and Your booking invitation has expired: to the customer when a hold runs out or an invitation expires. Admins and account managers get an in-app notification too. Use Invite again to send a fresh invitation.
Hold length, notice and automatic confirmation are in Customer Self-Booking.
Payments
- We need a payment from you: the payment request to the job’s customer, with a pay link and a text. Additional works say We need a further payment from you.
- Payment Received: to the customer with the invoice when they pay online. Your Payment Notifications recipients get a separate email naming the job.
- Payment Reminder: automatic reminders for overdue invoices, when switched on.
Customer packs
With Customer Pack on in Customer Pack settings, jobs that reached Completed during the last hour are sent just after the hour. Packs over 10MB arrive as download links. Answering no to the customer pack question when approving a job skips it; Send or Resend on the job’s Customer Pack panel sends one by hand.
Signing in and passwords
- Your installHUB Login Link: lasts one hour. Asking again cancels the earlier link.
- Sign-in code by text: from Sign in with phone number on the mobile app. Lasts one hour.
- Reset password link from installHUB: from Forgot password?, valid for 5 hours.
- Your password has been changed: when an admin uses Send New Password on Users.
- Email address changes: the user confirms from an email before the change takes effect.
installHUB updates
- Release notes: only if you opt in, with Release notes notification emails or Keep me updated on the dashboard. Every email has an unsubscribe link.
- Scheduled maintenance period: every active user gets an email and an in-app notice at 09:15, ahead of planned maintenance, with the times installHUB will be unavailable. This can’t be switched off.
