A self-service portal under your branding, 98+ automated SMS and email touchpoints, magic-link login and consent flows that respect both your brand and the customer’s choice. Most field-service tools lock customers out; installHUB invites them in.
jobs
companies
less admin
WHAT’S IN THIS CATEGORY
Your brand applied to every customer-facing surface.
White-label portal
Branded quotes / invoices
Branded emails
Per-product theming
A self-service dashboard customers actually use.
Self-service dashboard
Quote review
Job tracking
Mobile-first
Every milestone, automatic. Every channel, branded.
98+ branded templates
SMS + email
Appointment reminders
Real-time in-app alerts
Customers help themselves; your office handles the rest.
Magic-link login
Self-registration
Self-decline with reason
Multi-language
CUSTOM BRANDING
When customers log in, accept a quote, view a certificate or read an email, they see your business — your logo, your colours, your sender name. The installHUB footer drops away when your brand takes the visual lead. Customers don’t think about who’s powering it; they think it’s yours.
White-label customer portal (logo, colours, fonts, Pro plan and later)
Branded quote, invoice and certificate PDFs
Branded transactional emails with your sender name and reply-to
Per-product theming for distinct accents across product lines
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CUSTOMER PORTAL
Self-service portal where homeowners review quotes and track job progress — without phoning the office. Each job has a live status pill so customers always know where things stand. Mobile-first, multi-language, white-label.
Self-service dashboard with live job status pills
Quote review with one-tap accept or decline
Mobile-first responsive (phone, tablet, desktop)
Multi-language with persistent per-account choice
COMMUNICATIONS
Every event in the customer journey has a templated SMS or email that fires automatically — quote sent, appointment booked, payment received, certificate issued. Plus a real-time in-app notification centre that keeps the installer team on the same page without manual hand-offs.
98+ templated email events across the customer lifecycle
SMS via Infobip for milestones that warrant a phone-direct touch
Day-before appointment reminders (customer + field operative)
Real-time in-app notification centre with WebSocket delivery
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SELF-SERVICE
Magic-link login by email, self-registration on first quote, self-decline with reason captured for sales analysis. Customers help themselves; your office handles the work that actually needs a person.
Magic-link login (no passwords to remember)
Self-registration on first quote
Self-decline with reason captured for sales analysis
Multi-language with persistent per-account choice
ALSO IN CUSTOMER EXPERIENCE
Non-English customers see the portal in their language; choice persists per account.
Customer-initiated, one-click (with confirmation); clean-deletes per regulation.
Distinct accents per product line (EV / solar / battery / heat pump) on the portal.
Live feed of every customer event for the installer team — real-time via WebSockets.
THE END-TO-END FLOW
Customer submits an enquiry from your embedded form. They get a branded quote by SMS. They tap the link, self-register if they’re new, and review the quote in your-branded portal. They accept; the install workflow kicks off; they get an appointment-confirmation SMS. The day before, an automatic reminder. They track the install status in the portal as your team works through it. Every touchpoint runs itself. The customer never had to phone you.
The point isn’t any single piece — it’s that the whole sequence works without a manual hand-off, and your brand carries it.
Embedded enquiry form lands a lead under your brand
Branded SMS + email carry the quote and login
Customer self-serves: accept, decline, track install
Day-before appointment reminders fire 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. In addition, the support offered by the staff is unrivalled. Fast to respond to any queries, to maximise the user experience.”
Director, DWM Electrical LTD


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