Available now on installHUB
Add jobs one at a time, add another job to an existing customer, or import a customer list from a spreadsheet.
Create a job for a new customer
Click Add Customer in the top bar, or Add New Customer on Customers (app.installhub.com/admin/customer). The New customer page opens (app.installhub.com/admin/survey/create).
- Choose the Site type: Residential or Commercial. Commercial adds the business’s name, email and phone.
- Fill in Customer details and the Customer address.
- Leave Site contact person and Site address ticked to reuse the customer’s details, or untick them to enter someone or somewhere else.
- Under Job details, pick the Installation Type and Form Type. The lists only show what fits the site type, installation type and country. A single choice is picked for you.
- Optionally pick a Partner (Pro and Enterprise), and tick Email the customer enquiry form link to the customer.
- Click Save.
Required: site type, first and last name, email, address line 1, town, postcode, country, installation type and form type. Commercial jobs also need the company name and email. Phone is optional.
What happens after you save
- The new job opens, with your chosen form attached.
- If you ticked the enquiry form option, the customer is emailed the link and their answers land on this job.
- The lead source is the enquiry form link used, or shows the job was added by hand.
If the customer already exists
Typing an email that matches one of your customers shows A customer with this email address already exists. with a View customer link. It is only a warning: saving creates a second, separate customer.
To keep one record, click View customer, then Add Job. Choose the Job Type, Installation Type and Form Type, and click Create.
Import customers from a spreadsheet
Account managers open Customers > Import Customers (app.installhub.com/admin/customer/import).
- Click Download Template and fill it in. Keep the header row.
- Choose the installation type for the import. Tick Importing for a partner? to link every row to a partner.
- Upload the file and click Check File. Fix any errors and check again.
- Optionally tick Send Customer Enquiry Form links to all imported customers? and pick a link for each site type.
- Click Import Customers.
File rules
- A .csv file up to 5MB and 10,000 customers.
- Job Type is D for residential or W for commercial.
- Every row needs first and last name, email, phone, house name or number, street name, town, postcode and country code. Commercial rows also need company name, email and phone; leave those empty on residential rows.
- Title, if used: Mr, Miss, Mrs, Ms or Dr. Phones: 7 to 15 digits, optional +, no spaces. The country code must be one of your operating countries.
- No commas inside a cell, for example in an address.
Errors list the row, column, problem and value. An email that matches an existing customer blocks the import until you remove that row.
After import, every row becomes a new customer with a job of the chosen installation type. Big files take a while, so don’t upload them again: a Customer bulk import completed email arrives when it finishes, listing any rows that failed.
