CRM

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

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.

CUSTOMER · SITE · JOBSSSarah Smithsarah.smith@example.com07700 900 123CUSTOMER12 High StreetSW18 4PQ · primary home2 jobsSITECotswold CottageGL54 2HJ · holiday let2 jobsSITEEV installSMITH-0142ACCEPTEDSolar surveySMITH-0143QUOTE SENTHeat pumpSMITH-0144SCHEDULEDBatterySMITH-0145COMPLETE

WITHOUT vs WITH

Customer, site, job, all linked and searchable in seconds.

Without installHUB

✕

Customer in one tool, jobs in spreadsheets, docs in a folder

✕

“Which install was that, the Sheffield one or the Manchester one?”

✕

Notes in one field operative’s notebook, lost on handover

✕

Multi-site customer = disconnected records with no thread between them

With installHUB

✓

One customer record linked to every site and every job

✓

Search by name, address, phone or job ID

✓

Team-wide notes on the job, timestamped and attributed

✓

Each site is its own record under the customer, navigable in clicks

JOB & SITE RECORDS

The whole story of a job, where the field operative left it.

Open a job and see its full timeline: the quote, the field operative assigned, the photos from the install, the notes from the visit, the certificate, the invoice. Open a site and see every job at that address. Searching for “the battery install we did in Sheffield last year”? Find it by address, name, phone or job ID.

One contact record per customer

Every site linked to its customer

Every job’s notes, photos and documents live on the job

Full-text search by name, address, phone or job ID

SMITH-0142 · EV charger installSarah SmithQuote accepted· Thu 22 May 10:00ACTIVITY TIMELINEQuote accepted by customerSarah Smith · via portal · Mon 10:42Note added by Ben Asher“Customer prefers morning slot. Side gate access.”Survey completed3 photos uploaded · floorplan saved · Tue 14:18Appointment bookedThu 22 May 10:00 with Ben AsherReminder SMS sent to customerDay-before reminder · delivered · Wed 17:00EVERY EVENT TIMESTAMPED · FULLY AUDITABLE
HISTORY & NOTES STAY PER SITEOne customer · many sitesSSSarah Smith Ltd3 sites · 6 jobs · £28,400 lifetime valueCUSTOMER12 High StreetSW18 4PQPRIMARY HOME2 jobs · liveEV install · acceptedSolar survey · quotedCotswold CottageGL54 2HJHOLIDAY LET2 jobs · liveHeat pump · scheduledBattery · completeOffice · W1W1U 6PXCOMMERCIAL2 jobs · liveEV bank · surveyEICR · booked

MULTI-SITE CUSTOMERS

One customer, many sites, each site its own record.

Landlords, property managers and commercial estates have many sites under one customer. installHUB models that directly: the customer is one contact record; each site you work at is its own record under them, with its own job history. When the maintenance team rings about “the Sheffield branch”, you find the right site without untangling parent companies.

Customer contact record with multiple sites linked under it

Each site has its own job timeline, notes, photos and documents

Search by company name to find every site at a glance

Per-site contact details where the day-to-day contact differs

NOTES & ACTIVITY

Notes the whole team can read. Photos straight from the phone.

Every interaction (phone call, site visit, message) can become a timestamped note attached to the job (or to the customer if it’s not site-specific). Field operatives can attach a photo from their phone without leaving the app; office staff see it immediately. The activity log is automatic: every status change, every quote, every invoice issued is logged, attributed and timestamped.

Free-form notes on jobs or customers, timestamped and attributed

Photo attachments from the field operative’s phone

PDF attachments for certificates and warranties

Automatic activity log: status changes, quotes, invoices

Team notes on SMITH-0142Anyone on the job can read & addEMElla M · OfficeMon 10:42Customer requested morning slot. Side gate access OK.BABen Asher · FieldTue 14:18Survey done. Existing CU has spare way. 3 photos.3 photos uploadedEMElla M · OfficeTue 14:32Great. Booking the install slot for Thu 22 May.BABen Asher · FieldToday@Ella confirmed kit ordered. Ready for Thursday.

MORE CRM POWER

Everything else you’d want from a CRM, built in.

Search across everything

Find a customer, site or job by name, postcode, phone or job ID, instantly.

Address lookup

Type a postcode; address auto-fills, clean data every time.

Customer portal

Customers log in to review quotes and track jobs (read-only today).

Company clients

B2B customers with their own portal access (Pro plan).

Customer Packs

Pre-built service bundles you reuse on every job: a documentation pack, a handover pack, a regulator submission set. Saves the office team rebuilding them by hand each time.

Bulk customer actions

Import hundreds of customers from a CSV in one step. Update job statuses across a batch when a partner reshuffles their pipeline. Standard housekeeping, no spreadsheet exports needed.

SEE IT IN ACTION

Inside a job record.

1

Action toolbar

Book an appointment, create a quote or log a payment in one click from the job header.

2

Sub-form navigation

Long surveys split into sections so field operatives capture the right info per stage.

3

Photo evidence

Photos uploaded from the field show up here, attached to the right form question.

4

Linked customer card

Customer record sits alongside the job: contacts, address, status all in one view.

5

Appointment history

Every visit logged with date, time and outcome: surveys, installs and revisits.

EXPLORE RELATED

Where CRM fits in the rest of installHUB.

Scheduling

Schedule any job from a customer’s record.

Drag-and-drop calendar

Per-field operative availability

Re-schedule with one click

Notify customer automatically

Job lifecycle

Every job in the timeline is a full record.

Quote to invoice in one record

Status history

Customer portal view

Audit trail end-to-end

Lead acquisition

New enquiries land here as customers.

Web forms straight to CRM

Auto-de-duplication

Lead source tracked

Convert to job in one click

Documents

Every customer doc, attached to the right job.

Auto-generated certs

Branded templates

Audit trail

On-demand re-generate

★★★★★

“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 is the installHUB CRM?

It tracks every customer, enquiry and job in one place, with a record per customer, a site for every address and a timeline for every job.

Can one customer have multiple sites?

Yes, one customer can have many sites, each with its own record.

Can the team share notes and photos?

Yes, notes are readable by the whole team and photos upload straight from the phone to the job.

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