Customer Experience

Customers in the loop. Your brand everywhere they look.

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.

SAME PRODUCT · YOUR BRAND ON EVERY SURFACEportal.yourbrand.com/sarah-smithiHinstallHUB EV LtdCustomer portalWelcome, SarahYour EV charger install14 Acacia Avenue, SW18 4PQJOB STATUSScheduled · Wed 22 MayYOUR DOCUMENTSQuote Q-0142Accepted · PDFDownload →Invoice INV-0142Stripe · Pay NowPay →portal.yourbrand.com/sarah-smithGEGreenEnergy CoCustomer portalWelcome, SarahYour EV charger install14 Acacia Avenue, SW18 4PQJOB STATUSScheduled · Wed 22 MayYOUR DOCUMENTSQuote Q-0142Accepted · PDFDownload →Invoice INV-0142Stripe · Pay NowPay →portal.yourbrand.com/sarah-smithSSSunset SolarCustomer portalWelcome, SarahYour EV charger install14 Acacia Avenue, SW18 4PQJOB STATUSScheduled · Wed 22 MayYOUR DOCUMENTSQuote Q-0142Accepted · PDFDownload →Invoice INV-0142Stripe · Pay NowPay →installHUBGreenEnergySunset Solar
60,000+

jobs

1,000+

companies

60%

less admin

WHAT’S IN THIS CATEGORY

Four pillars of customer experience.

Custom branding

Your brand applied to every customer-facing surface.

White-label portal

Branded quotes / invoices

Branded emails

Per-product theming

Customer portal

A self-service dashboard customers actually use.

Self-service dashboard

Quote review

Job tracking

Mobile-first

Communications

Every milestone, automatic. Every channel, branded.

98+ branded templates

SMS + email

Appointment reminders

Real-time in-app alerts

Self-service

Customers help themselves; your office handles the rest.

Magic-link login

Self-registration

Self-decline with reason

Multi-language

CUSTOM BRANDING

Your brand, everywhere the customer looks.

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

Same portal · your brandLogo · colours · fontsiHinstallHUB EVWelcome, SarahYour job is on track for Wed.Q-0142 · £3,120Install Wed 22 MayView documentsGEGreenEnergy CoWelcome, SarahYour job is on track for Wed.Q-0142 · £3,120Install Wed 22 MayView documentsSSSunset SolarWelcome, SarahYour job is on track for Wed.Q-0142 · £3,120Install Wed 22 MayView documents
Live job trackingCustomer sees the same data you doSARAH’S DASHBOARDYour EV charger install14 Acacia Avenue · SW18 4PQSTATUSScheduled · Wed 22 MayField operative on the wayComplete · signed offYOUR DOCUMENTSQuote Q-0142Accepted · PDFInvoice INV-0142Pay Now · Stripe

CUSTOMER PORTAL

Customers in the loop, not on hold.

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 milestone, automatic. Every channel, branded.

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

98+ branded touchpointsEmail · SMS · in-appEMAILQuote readyHi Sarah, your quote for the EV install is ready, tap to review.SMSDay-before reminderYour installer arrives tomorrow 10am. Reply STOP to opt out.IN-APPDocuments readyYour certificate and handover pack are in your portal, download anytime.
Magic-link login · no passwordsCustomer just signs in1EMAIL ARRIVESSign in to installHUB EVTap the link below, valid for 15 minutes.2TAP THE LINKinstallhub.com/auth/m/8x7K…No password to remember, type or reset.SIGNED INWelcome back, Sarah SmithYour portal · quote, install status, documents.No passwords to remember. No support tickets to lose.

SELF-SERVICE

No passwords. No stuck customers.

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

And a few more capabilities customers see day-to-day.

Multi-language portal

Non-English customers see the portal in their language; choice persists per account.

GDPR account deletion

Customer-initiated, one-click (with confirmation); clean-deletes per regulation.

Per-product theming

Distinct accents per product line (EV / solar / battery / heat pump) on the portal.

In-app notification centre

Live feed of every customer event for the installer team, real-time via WebSockets.

THE END-TO-END FLOW

Enquiry. Login. Branded touchpoints. Done, without a call.

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

Enquiry to handover · under your brandNo support ticket · no chasingEnquiryEmbedded formQuoteBranded SMSLoginMagic-linkInstallLive trackingDonePack in portalEvery touchpoint carries your brand: not ours, and not the customer’s inbox provider.
★★★★★

“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

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Company

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