Customer communications for installers

Every milestone, automatic. Every channel, branded.

98+ templated SMS and email triggers across the customer journey: quote sent, appointment booked, payment received, certificate issued. Plus an in-app notification centre that keeps your team on the same page in real time.

ENQUIRYSURVEYQUOTEINSTALLDONESMSEmailSMSEmailEmailEVENTS FIRED01234of 98+ templatesBranded email templates · SMS for milestones · live in-app feedNotificationsSMSEnquiry receivedThanks Sarah, we’ll be in…EMSurvey bookedThu 22 May · 10:00SMSQuote sent · reviewOne tap to accept…EMDay-before reminderTomorrow 10:00 · BenEMInstall completeCertificate in your portal

WITHOUT vs WITH

From manual hand-cranked emails to automatic milestone comms.

Without installHUB

✕

Office types appointment reminders by hand the day before

✕

Quote sent, did the customer get the email?

✕

Payment chase emails written one-by-one

✕

Team finds out a quote was accepted at the standup

With installHUB

✓

Three reminders sent automatically: the day before, an hour ahead, and when the van sets off

✓

Quote SMS and email together; delivery tracking on every send

✓

Automatic overdue-invoice reminders on a schedule

✓

Real-time notification fires the moment the customer accepts

AUTO CUSTOMER COMMS

98+ events, every one covered.

Every event in the customer’s journey has a templated email (and where relevant, SMS) that fires automatically: quote sent, quote accepted, appointment booked, appointment reminder, payment requested, payment received, certificate issued, customer pack ready. You don’t write any of them: they ship branded with your colours and your sender name, and you can override the copy per company.

98+ templated email events across the customer lifecycle

SMS sent for the events that warrant a phone-direct touch

Branded with your colours, your sender name, your reply-to

Delivery tracking with bounce and spam-complaint handling

Inbox · sarah.smith@example.com5 new from installHUB · all brandediHinstallHUB · Enquiry receivedThanks Sarah, we’ll be in touch within 24 hours.09:14iHinstallHUB · Quote ready to review7kW EV charger install · £1,247.0011:02iHinstallHUB · Appointment confirmedThu 22 May · 10:00 with Ben Asher14:30iHinstallHUB · See you tomorrowDay-before reminder · 10:00 arrival windowYesterdayinstallHUB · All doneCertificate in your portal · thanks!Just now
EVERY APPOINTMENTDAY BEFORESMS + email1 HOUR BEFORESMS + emailON THE WAYSMSTHE VISITSET ONCE, THEN LEFT ALONEEach message has its own SMS and email switchesday before · 1 hour · on the way
Three messages around every appointment
APPOINTMENT REMINDERS

No more ‘you were coming today?’

Three messages go out around every appointment without anyone in the office remembering to send them. The day before, at the hour you choose. An hour before the slot. And, on Enterprise, one when the field operative actually sets off. Each type carries its own channel switches, so you decide what goes by SMS, what goes by email, and what stays off entirely.
Day-before reminder at the hour you pick, by SMS and email
One-hour reminder ahead of the slot, by SMS and email
On-the-way message by SMS when the field operative sets off (Enterprise)
Per-message channel switches, set once and left alone
ON THE WAY · ENTERPRISE

The arrival time you send is the one you can keep.

When the field operative sets off, the customer gets a message with an arrival time worked out from where the operative actually is, along real roads, not from the booked slot. The operative sees that time and the exact wording of the message on their phone before it goes, so nothing is sent that they cannot stand behind.
Arrival time calculated from the operative’s live position
Measured along real roads, not straight-line distance
The operative reviews the time and the wording before it sends
Sent by SMS the moment they set off
LIVE POSITIONTHE CUSTOMER4.2 miles along the roadArriving16:01sent by SMS
The arrival time comes from where the operative is
installHUB · admin dashboard0123LIVE NOTIFICATIONSQuote acceptedSarah Smith · SMITH-2026-0142Just now£Payment received£1,247.00 · Stripe2 seconds agoNew messageInstall Completed5 seconds agoOVERVIEWActive jobs47Today’s appointments12Pending quotes8FEED LIVEWebSocket connected

REAL-TIME IN-APP NOTIFICATIONS

Every important event, in one feed.

Job approved, quote accepted, payment received, every event the team needs to see lands in a single in-app notification feed. Real-time delivery via WebSockets so updates appear without refresh; filter by type; bulk-mark-read; deep-link straight to the originating job.

Live in-app notifications for job status, quotes, payments, messages

Bell icon with unread count in every view

Filter, sort, mark single or bulk as read

Real-time delivery via WebSockets

MORE COMMUNICATION POWER

And a few more comms capabilities worth knowing about.

SMS via Infobip

Multi-country SMS delivery with delivery-receipt tracking. Metered usage, per-country rates, you see exactly what you’re paying for.

Email bounce handling

Bounces and spam complaints handled automatically; deliverability stays clean.

Customer comms preferences

Customers toggle their own email and SMS consent; GDPR-clean.

Internal alerts on big events

Admin gets alerted on large unpaid invoices, urgent customer events, on-call escalations.

Two-way in-app messaging

Office, field operative and customer share one thread per job, carrying replies that arrive by portal or SMS. Explore job messaging →

Mobile push notifications

Field operatives get the next job, the urgent customer message and the appointment change as a push notification to their phone, even when the app is closed.

Field operative reminders

The operative gets the day before’s jobs as a push notification and an email, with the site address and the customer’s contact details. Whether the customer’s reminder carries the operative’s phone number is a setting.

The Branding Studio

Set your logos, colours and sender identity in one place, with a live preview of your emails, the portal and your documents before you publish.

EXPLORE RELATED

Where customer communications for installers connect across installHUB.

Custom branding

Every email and SMS carries your brand, not installHUB’s.

Branded emails

SMS sender name

98+ templates

Per-product theming

Customer portal

The destination most comms link to.

Self-service dashboard

Quote review

Job tracking

Mobile-first

Self-service

Magic-link emails for friction-free login.

Magic-link login

Self-registration

Multi-language

Self-decline with reason

Invoicing & Payments

Where overdue-invoice reminders live in detail.

Stripe Connect (Pro+)

Deposits + payment requests

Payments dashboard

Credit notes

★★★★★

“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

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