Customer portal

Customers in the loop, not on hold.

A self-service portal where homeowners review quotes and track job progress under your brand, without phoning the office. Mobile-first, multi-language, expanding.

YOUR INSTALLATIONSWelcome back, Sarah.3 jobs in your account · live statusSigned in via magic linkinstallHUBEV Charger installBooked Thu 22 MayQuote acceptedSolar PV surveyPendingQuote sentQuote acceptedScheduledBattery storageOn site · Wed 14 MayIn progress

WITHOUT vs WITH

From “where's my install?” calls to live status in the portal.

Without installHUB

Customer phones for an update; office juggles tickets

Quote sent by email, lost in spam

“Did the customer get the quote?”, radio silence

Customer-facing tool feels like a 2010 SaaS

With installHUB

Customer logs in, sees status live

Quote in the portal with one-click accept / decline

Quote open / accepted / declined visible to the team in real time

Mobile-first, multi-language, white-label portal

QUOTE REVIEW & ACCEPTANCE

Customer accepts in two taps. Install kicks off.

Customers receive the quote by email or SMS, tap the link, log in (or self-register if it’s their first time), review the line items and one-tap accept or decline. Acceptance triggers the install workflow immediately; declines capture a reason so you see why deals don’t close.

Tokenised acceptance link in email or SMS

One-click accept or decline from the portal

First-time customers self-register; returning customers magic-link in

Decline captures a reason: price, timeline, competitor

Customer view · on mobileiHinstallHUB SMSYour EV install quote is ready. Tap to review.https://installhub.app/q/abc-123Quote · SMITH-2026-0142SCOPE OF WORKS7kW EV charger · Type 2 tetheredInstall, commissioning & certificationTOTAL£1,247.00inc. VATAccept quote✓ AcceptedDecline
Job · EV charger installRef SMITH-2026-0142 · Sarah SmithCURRENT STATUSSurveyQuote sentQuote acceptedScheduledIn progressCompletedPROGRESSYOUR INSTALL TEAMBABen Asher · lead engineer0207 555 0142 · ben@installhub.app

JOB STATUS TRACKING

Where’s my install? Right here.

Each job has its own status page in the portal: current stage, the team’s contact details (revealed after quote acceptance), the appointment date. Status updates as your team works the job; customers see it live without phoning. Read-only by design: customers know where things stand, you stay in control of the workflow.

Live status pill per job (Survey / Quote sent / Quote accepted / Scheduled / In Progress / Completed)

Team contact details revealed after quote acceptance

Appointment date and time visible

Grouped by product (EV / solar / battery / heat pump)

MOBILE-FIRST & MULTI-LANGUAGE

Phone, tablet, desktop. English or not.

Every customer-facing screen is responsive: no app to install, full functionality on every device. Non-English customers see the portal in their language and the choice persists across sessions. Combined with white-label branding (Pro plan and later), the portal feels like a premium piece of your business, not a generic SaaS tool.

Mobile-first responsive design (phone, tablet, desktop)

No app to install, works in any modern browser

Multi-language with persistent per-account choice

White-label branding integrates per the Custom branding feature (Pro plan and later)

Same portal · every deviceENDEYour installationsEV install · acceptedSolar PV · scheduledBattery · in progressIhre InstallationenEV-Installation · angenommenSolar-PV · geplantBatterie · in ArbeitInstallsEV · acceptedSolar · scheduledBattery · in progressInstallationenEV · angenommenSolar · geplantBatterie · in ArbeitInstallsEV · accept.Solar · sched.Battery · liveInstallat.EV · angenom.Solar · geplantBatt. · in ArbeitSame portal, no app to installGleiches Portal, keine App nötig

MORE PORTAL POWER

And a few more things customers can do today.

Magic-link login

Customer signs in with one tap from an email; no passwords to remember.

Per-product grouping

Jobs grouped by EV / solar / battery / heat pump so customers find what they need fast.

White-label branding

Your logo, colours and fonts across the whole portal (Pro plan and later).

Expanding scope

More self-service capabilities are being rolled out, this page reflects what’s live today.

Pay online by card

Customer taps Pay Now in the portal and settles the invoice with a card. Stripe handles the payment, the job marks itself paid, and the receipt lands automatically.

Sign documents in the portal

Contracts, handover packs and compliance forms get signed from the same screen the customer tracks the job in. No printing, no scanning, no email back-and-forth.

SEE IT IN ACTION

See it the way your customers do.

DASHBOARDinstallHUB Customer Portal: Macon Klein dashboard with EV Charger latest enquiry, sidebar navigation, and Start a new enquiry tiles123
QUOTE REVIEWinstallHUB Customer Portal, EV Charger job detail with installHUB quote at £548.40, Accept / Decline buttons45

1

Latest enquiry, front and centre

The customer’s live job is the first thing they see on login: current status, address, reference, and the quote alert if one is waiting.

2

All your jobs in one sidebar

EV Chargers, Battery Storage, Solar PV: every product type the customer has bought from you, with a live count badge on each.

3

Start a new enquiry in two clicks

Self-service for additional products. Customers add solar or battery to their EV install without going back to your website.

4

Quotes from your installer panel

Every installer’s quote in one place (price, contact details, full-quote link) under your brand, not the installer’s.

5

Accept or decline in one tap

The decision happens inside the portal. Acceptance automatically triggers the next install step. No email ping-pong, no chasing.

● WHAT’S COMING NEXT

More for partners, property managers and customers.

The Customer Portal is expanding. Self-service support for the people who bought from you, a Partner Portal for B2B organisations who commission installs on behalf of others, and a Multi-property view for landlords and fleet operators, all on the roadmap.

SMSarah MitchellACME RENEWABLES PORTALMY INSTALLS · 3MY INSTALLSHeat PumpInstalled Sep 2024 · 12 kW Air-SourceRequest service →Solar PV · Installed Mar 2025 · 4 kWEV Charger · Installed Jun 2025 · 7.4 kWREQUEST SERVICE VISITHeat Pump · Sep 2024PREFERRED DATEThursday 22 May 2026ISSUEHeating not reaching set tempBOOK VISIT →Service visit bookedThursday 22 May · Andy will arrive 09:00 – 11:00

COMING SOON

SELF-SERVICE SUPPORT

Customers raise their own service requests.

Customers will be able to book a maintenance visit on an existing install, log an issue, or request a follow-up, straight from the portal. No need to ring the office or hunt for the original installer.

Request a service visit on any past install

Log an issue with photos and a description

Re-engage your team for routine maintenance

Confirmations, scheduling and updates handled automatically

COMING SOON

PARTNER PORTAL

Your B2B partners see every install they’ve commissioned.

Organisations that commission installs on behalf of others (housing associations, estate agents, fleet operators, B2B distributors, charge point sponsors) will get their own login. One view of every install across their portfolio, with filters by region, product and status.

Organisation-level login, separate from end customers

Portfolio dashboard of every active and past install

Filter by region, product line, status or installer

Drill into individual installs for full history and documents

Greenleaf HousingPARTNER PORTAL · PORTFOLIO VIEWMAY 2026 ▾TOTAL INSTALLS187↑ 24 THIS MONTHIN PROGRESS18LIVE TRACKINGAWAITING ACTION3TENANT SIGN-OFFCOMPLETE16688.8%FILTERALLSOLARHEAT PUMPEV187 properties0112 Elm Court · M3Heat PumpCOMPLETE028 Oak Drive · LS1Solar PVCOMPLETE0334 Birch Lane · B12Heat PumpIN PROGRESS045 Cedar Grove · NE1EV ChargerEN ROUTE0521 Maple Close · S2Heat PumpSIGN-OFF DUE069 Pine Avenue · EH1Solar PVSCHEDULED
Bayfield Property GroupMY PROPERTIES · 5 SITES · 11 INSTALLSALL SITES ▾SITE PORTFOLIOSORTED BY ACTIVITY0112 Oxford Terrace · M14HMO · 4 tenantsHEATSOLAREVBATTALL COMPLETE028 Park Crescent · LS7Single family · long leaseHEATEV1 LIVE · 1 IN PROGRESS035 Beech Avenue · S10Holiday letSOLARCOMPLETE0421 Riverside Mews · EH3Block of 6 · commercialHEATEVBATT2 LIVE · 1 SCHEDULED059 Pine Avenue · NE1New acquisitionEVJUST ORDERED

COMING SOON

MULTI-PROPERTY VIEW

Landlords and fleet operators see every site at a glance.

Customers with multiple properties or sites will see them all in one list: every install across their estate, each with its own history and documents. Whether you’re a landlord with five rental properties or a fleet operator managing depot chargers, the portal scales with you.

Every property visible in one list view

Per-site install history and documents

Status indicators per site at a glance

Add new properties as your estate grows

EXPLORE RELATED

Where the portal fits in the rest of installHUB.

Custom branding

Your brand applied across every portal pixel.

White-label portal

Branded quotes / invoices

Branded emails

Per-product theming

Communications

The emails and SMS that drive customers into the portal.

98+ branded templates

SMS + email

Appointment reminders

Per-event triggers

Self-service

Magic-link login and self-registration that feed the portal.

Magic-link login

Self-registration

Multi-language

Self-decline with reason

Documents

The compliance documents customers view in their job record.

Auto-generated certs

Branded templates

Audit trail

On-demand re-generation

★★★★★

“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