Features

Run every job from first contact to cash collected.

Lead capture, dispatch, customer records and the full job record — one connected workflow, so nothing falls between the cracks.

1NewLead2Survey3Quotation4Scheduling5Field Ops6Quality7Payment
60,000+

jobs

1,000+

companies

60%

less admin

WHAT’S IN THIS CATEGORY

Four sub-categories. One connected job pipeline.

Scheduling

Drag, drop, done — see the whole team’s day and re-plan in seconds.

Drag-and-drop scheduler

Calendar view

Field operative availability & travel time

Appointment outcomes

Job lifecycle

One job record from enquiry to invoice — no spreadsheets, no handoffs.

One record per job

Multi-measure jobs

Additional works

Job search & filtering

CRM

A record per customer. A site for every address. A timeline for every job.

Customer profiles & sites

Notes on jobs and customers

Address lookup

Search across everything

Lead acquisition

Embeddable enquiry forms that feed straight into your pipeline.

Customer enquiry forms

Conditional branching

Multiple form links (Pro)

Zapier integration (Pro)

SCHEDULING

Schedule the whole team in seconds.

Drag a job onto an field operative’s column and it’s booked — with travel time already factored in. Your dispatcher sees the day at a glance: who’s where, what’s left to assign, and which jobs are running long. Customers can self-book too, picking from the slots you’ve made available.

Drag-and-drop scheduler with live availability

Calendar view (month / week / day) for capacity planning

Field operative availability & travel time built in

Appointment outcomes — field operatives log what actually happened

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JOB LIFECYCLE

One record per job. Lead to install to invoice.

Every job lives as a single record — the enquiry, the survey, the quote, the scheduled appointment, the photos from the install, the invoice and every note in between. Multi-measure jobs (EV + battery + solar under one project) are handled natively, and mid-install scope changes become “additional works” you can quote and approve without losing the trail.

One record per job — lead, quote, survey, install, invoice

Multi-measure jobs (EV, solar, battery in one project)

Additional works — quote scope changes mid-install

Job search & filtering across thousands of jobs

CRM

Every customer, site and job — linked and searchable.

Each customer has a contact record. Each site you work at is its own record under them. Each install is a job with its own timeline — notes, photos and documents attached where the field operative left them. Multi-site customers like landlords or commercial estates are modelled directly: one customer, many sites, every site searchable.

Customer profiles with sites and jobs linked under them

Multi-site customers (one record per site)

Notes on jobs and customers, timestamped and attributed

Search by name, address, phone or job ID

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LEAD ACQUISITION

Capture leads where customers find you. Funnel them where your team works.

Drop our enquiry form on any page, send it as a link, or wire it up via Zapier from your existing forms. Every lead lands in the same pipeline your team already uses — tagged, owned and ready to quote. Conditional branching shows only the questions that matter for the customer’s situation.

Customer enquiry forms (embeddable on any site)

Lead management with auto-progress

Conditional branching forms (no code)

Zapier lead creation from any third-party tool (Pro plan)

ALSO IN JOB & SCHEDULING

And a few more things you’ll lean on every day.

Appointment outcomes

Field operatives log what actually happened — completed, no access, rebook.

Jobs needing scheduling

Approved jobs without an appointment — your dispatcher’s morning view.

Bulk reschedule

When the weather turns, move a hundred jobs in two clicks.

Zapier lead creation

Push leads from any tool into installHUB (Pro plan).

DOCUMENTS

Every form you fill in becomes a document your customer needs.

Enquiry data, survey answers, install photos, signatures and meter readings flow straight into branded document templates — Electrical Installation Certificates, DNO/ENA notifications, completion reports and the full handover pack. The customer gets a polished PDF; your team never re-types the same data twice.

Electrical Installation Certificates (EIC)

DNO / ENA notifications for EV, solar and battery

Completion reports with photos, readings and signatures

Customer handover pack — bundled and emailed automatically

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★★★★★

“installHUB was the perfect solution! With a simple platform and app, you could work through the process, collating the required information as you go, literally saving hours of admin time before and after the install. The support offered by the staff is unrivalled.”

David McTurkDirector, DWM Electrical Ltd
★★★★★

“They took the time to understand our business needs, offering professional advice and recommendations for the appropriate options.”

Steve WrightHead of Operations, Car Charged UK
★★★★★

“installHUB’s software coupled with our affordable EV charging solutions will make the installation process easier than ever before, and we are so excited.”

Tom BloorManaging Director, evec

GET STARTED

Ready to manage your jobs end to end?

Join hundreds of installation businesses running their full workflow on installHUB.

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✓ 1 month free trial

✓ Cancel anytime

Frequently asked questions

What does installHUB do?

It runs every installation job from first contact to cash collected, connecting leads, surveys, quotes, scheduling, field operatives, invoicing and compliance in one pipeline.

What are installHUB's main features?

Lead acquisition, CRM, surveys, quoting, scheduling, a mobile app for field operatives, invoicing and payments, accounting integrations, documents and DNO compliance.

Who is installHUB for?

It is built for renewable-energy installers across EV charger, solar, battery storage and heat pump work, from sole traders to larger contractors.

Company

©2025 installHUB™ | A product of Khan Soft Ltd
Company number: 15956975