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WHAT’S IN THIS CATEGORY
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
One job record from enquiry to invoice — no spreadsheets, no handoffs.
One record per job
Multi-measure jobs
Additional works
Job search & filtering
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
Embeddable enquiry forms that feed straight into your pipeline.
Customer enquiry forms
Conditional branching
Multiple form links (Pro)
Zapier integration (Pro)
SCHEDULING
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
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
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
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
Field operatives log what actually happened — completed, no access, rebook.
Approved jobs without an appointment — your dispatcher’s morning view.
When the weather turns, move a hundred jobs in two clicks.
Push leads from any tool into installHUB (Pro plan).
DOCUMENTS
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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It runs every installation job from first contact to cash collected, connecting leads, surveys, quotes, scheduling, field operatives, invoicing and compliance in one pipeline.
Lead acquisition, CRM, surveys, quoting, scheduling, a mobile app for field operatives, invoicing and payments, accounting integrations, documents and DNO compliance.
It is built for renewable-energy installers across EV charger, solar, battery storage and heat pump work, from sole traders to larger contractors.

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