Field Operations

The field operative's day. The survey. The DNO. All on the phone.

An offline-first mobile app, adaptive surveys with photo and OCR capture, and DNO submissions straight from the survey data — every step in the field flowing into the central job record.

1NewLead2Survey3Quotation4Scheduling5Field Ops6Quality7Payment
60,000+

jobs

1,000+

companies

60%

less admin

WHAT’S IN THIS CATEGORY

Four ways field operations run.

Mobile app

The field operative's day, on their phone. Offline-first.

Daily job list

Photo & signature capture

OCR meter scanning

Offline-first sync

Surveys & assessments

Adaptive forms that only ask the relevant questions.

Conditional logic

Multi-image capture

Floorplan drawing

Barcode + OCR

DNO & regulatory

DNO submissions auto-generated from survey data.

ENA Direct Connect

Smart field mapping

Image optimisation

Two-way thread

Scheduling

Where the field-ops day starts.

Drag-and-drop calendar

Per-field operative availability

Route-aware slots

Re-schedule on-site

MOBILE APP

Offline-first. Photo evidence. Customer signatures on-site.

Field operatives open the app, see today's jobs, navigate to site, fill the survey form, capture photos and signatures, scan meter labels with OCR, and mark the job complete with an outcome — all of it working without signal. The moment connectivity returns, everything syncs.

Daily job list with one-tap navigation

Offline-first work — survey, photos, signatures all save locally

On-device customer signature capture

OCR scanning for MPANs, meter labels and serial-number plates

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SURVEYS & ASSESSMENTS

Only the questions that matter for this job.

Adaptive surveys with conditional logic mean an EV charger enquiry only asks EV-relevant questions; a solar enquiry only asks solar ones. Multi-image fields, floorplan drawing on tablet, barcode and OCR scanning — every input the field operative needs to capture real evidence without re-typing.

Visual conditional-logic builder (no code)

Multi-image fields per question

Floorplan drawing on tablet

Form customisation (Pro plan and later)

DNO & REGULATORY

Submit the DNO from the survey. Track it on the job.

ENA Direct Connect submissions auto-generated from survey data. Smart field mapping puts MPAN, photos and serial numbers in the right boxes. Image optimisation prevents file-size rejections. Two-way comment thread on the job means DNO correspondence stops disappearing into someone's inbox.

ENA Direct Connect submission

Smart field mapping from survey answers

Image optimisation for DNO file-size limits

Real-time status (pending / approved / changes requested)

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ALSO IN FIELD OPERATIONS

And a few more things the field operative's day relies on.

Floorplan drawing

Field operative sketches the site layout on tablet; saves to the job.

OCR scanning

Point the phone at a meter or MPAN sticker; the field auto-fills.

Background sync

Auto-syncs on app launch and signal restoration; only changes pull down.

On-device signature capture

Customer signs on the field operative's phone at the install; embeds into the cert.

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THE END-TO-END FLOW

Field operative captures it. The platform turns it into the customer's certificate.

Photos go into the survey field. The survey field maps into the DNO application. The DNO submission status updates the job. The job's data generates the install certificate. The certificate joins the customer handover pack. The customer gets emailed a polished file. Same data, captured once on-site, lands in five downstream documents without anyone re-typing it.

The point isn’t that any one of these steps is novel — it’s that the whole sequence runs without a manual hand-off between field operative, office and accounts.

Photo + survey data captured on-site, offline

Auto-maps to DNO form fields

Auto-generates EIC + completion report from the same data

Bundles into the customer pack with full audit trail

★★★★★

“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