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.

1NewLead2Survey3Quotation4Scheduling5Field Ops6Quality7Payment
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

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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

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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

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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.”

David McTurk

Director, DWM Electrical LTD

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Company

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