Job & Scheduling

From the lead in the inbox to the engineer in the van.

The CRM that holds every customer history, lead capture that fires enquiries straight into the pipeline, job records that tie scope to delivery, and a scheduler that puts engineers where they need to be.
LEADS LAND · ENGINEERS SCHEDULEDNEW LEADSauto-progressedSarah SmithEV 7kW · SW18Lead · 2h agoJames PatelHeat pump · GL54Lead · 3h agoAisha KhanSolar · W1ULead · 5h agoBen AsherBattery · SE15Lead · 6h agoInbox emptyAll leads scheduledENGINEERMONTUEWEDTHUFRIA. KhanEV · SolarBattery11:00J. PatelHeat pumpS. FosterSolarEV 7kW14:00EV 7kWS. SmithTue 10:00HP 12kWJ. PatelWed 09:00SolarA. KhanFri 11:00BatteryB. AsherMon 13:30This week ·6 jobs· 3 engineersAll slots filled ✓Drag-and-drop scheduler · engineer availability + travel time built in
60,000+

jobs

1,000+

companies

60%

less admin

WHAT’S IN THIS CATEGORY

Four ways the pipeline keeps moving.

Scheduling

The scheduler your dispatcher actually wants.
Drag-and-drop calendar
Customer self-booking
Engineer availability + travel time
Working hours & holidays

Job lifecycle

One record per job — lead to install to payment.
Multi-measure jobs
Additional works mid-install
Job search & filtering
Job transfer between companies

CRM

Every customer history in one searchable place.
Customer profiles & history
Multi-site / multi-job customers
Notes with photo attachments
Bulk operations

Lead acquisition

Lead capture wired into the rest of the pipeline.
Embeddable enquiry forms
Conditional branching
Phone number validation
Zapier lead creation
SCHEDULING

The scheduler your dispatcher actually wants.

Drag jobs onto engineers, snap appointments into calendar cells, and let customers pick their own slots from windows you’ve already declared. Engineer availability and travel-time gaps stop you double-booking; working-hours and holiday calendars stop the scheduler offering slots that don’t exist.
Drag-and-drop scheduler (day, week, month views)
Engineer availability + travel time built in
Customer self-booking from windows you control
Appointment outcomes — completed, no access, needs rebook
Drag-and-drop schedulerEngineer + travel time awareMONTUEWEDTHUFRIA. KhanEV / SolarEV 7kW10:00Battery13:30J. PatelHeat pumpHP09:00Solar11:00S. FosterEVEV 7kW14:30EV 7kWS. Smith10:00New job snaps into A. Khan’s Wednesday morning — travel time clears the slot.
One record · six stagesLead to install to paidJOB J-2026-0142Sarah Smith · EV charger install14 Acacia Avenue, SW18 4PQ · 7kW Pod-Point Solo3LeadSurveyQuoteScheduledInstalledPaidEvery stage timestamped on the same record — no second job number, no copying notes across.
JOB LIFECYCLE

One record per job. Lead to install to payment.

Every job carries its full history — the original enquiry, the survey, the quote, the install schedule, the photos, the certificate, the invoice and the payment. Multi-measure jobs run an EV charger, solar and battery install under one record; additional works lets you quote and approve mid-install scope changes without spinning up a second job number.
Multi-measure jobs (EV + solar + battery under one record)
Additional works mid-install — nothing goes unbilled
Job search & filtering across thousands of records
Job transfer between companies with full history
CRM

Every customer history in one searchable place.

One customer profile, every job, every note, every document. Multi-site customers manage commercial accounts cleanly. Notes are timestamped with attachments straight from the field operative’s phone. Tags and segmentation surface every solar customer in your patch in one click; bulk operations reassign or message hundreds of jobs in one go.
Customer profiles with every job and document in one place
Multi-site / multi-job customers for commercial accounts
Notes with photo attachments straight from the phone
Bulk operations across hundreds of jobs
Customer profile · one placeNotes · jobs · documentsSSSarah Smith14 Acacia Avenue, London SW18 4PQsarah@example.com · 07700 900123EVRepeat3 jobs · 8 notesACTIVITYAisha Khan added a noteSurvey complete — customer wants the Type 2 cableMon 19 May, 11:24📎 2 photosSarah Smith accepted the quoteQ-2026-0142 · £3,120.00 · via SMS linkMon 19 May, 14:22Job scheduled to A. KhanWed 21 May 10:00 · auto-assigned by area + skillMon 19 May, 14:24
Embedded form → CRMNo retyping, no chasingYOUR WEBSITE · ENQUIRY FORMI’M INTERESTED INEV charger installPOSTCODESW18 4PQNAME & EMAILSarah Smithsarah@example.comGet a quote →→NEW IN CRM · SARAH SMITHNEW LEADjust nowSarah SmithSW18 4PQ · sarah@example.comINTERESTED INEV chargerNEXT STEPAuto-assigned to AishaDay 0 of 14-day lead clock
LEAD ACQUISITION

Lead capture that already knows where to go.

Embeddable enquiry forms on your website land leads straight in the CRM under your brand. Conditional branching keeps the form short and only asks what’s relevant. Phone number validation stops dead-end submissions. Zapier triggers let leads from any other tool drop straight into the pipeline.
Embeddable enquiry forms on your website
Conditional branching keeps the form short
Phone number validation — fewer dead-end leads
Zapier triggers from any other tool
ALSO IN JOB & SCHEDULING

And a few more capabilities that keep the day moving.

Calendar view

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

Jobs needing scheduling

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

Customer tags & segmentation

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

Bulk operations across jobs

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

THE END-TO-END FLOW

Lead lands Monday morning. Engineer on site Wednesday.

An embedded form on your website captures a new lead. It lands in the CRM under the right product type and tags. Your sales team approves it; the job is created with the customer’s details, address and scope already in place. The scheduler shows you real engineer availability and travel-time gaps; you drag the job onto the right day. The customer gets a self-booking link to confirm, and the engineer opens the job in the mobile app on the morning. Whole flow, no spreadsheets.
New enquiry → CRM profile in seconds
Lead progression and outcomes tracked automatically
Job created from the accepted lead with scope intact
Scheduler shows real availability + travel time
Lead to engineer on site · 48 hoursNo spreadsheets · no rekeying✓LeadMon 9am, web form✓CRMProfile + tags✓JobApproved + scope✓ScheduledEngineer + day✓On siteWed 10amFrom the embedded form on your website to the engineer’s mobile app — no rekeying in between.
★★★★★

“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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