Job lifecycle
A single connected workflow — from survey to scheduling, field operations to compliance, and payment to sign-off.
jobs
companies
less admin
CRM & web forms
Lead assignment
Source tracking
Site survey forms
Photo capture
DNO application
Itemised quotes
Digital sign-off
Revision history
Engineer assign
Route planning
Customer alerts
Mobile job sheets
Install log
Signature capture
Completion checks
Certs generated
DNO filed
Auto invoicing
Stripe payments
Xero sync
CRM & web forms
Site survey forms
Digital sign-off
Engineer assignment
Mobile job sheets
Certificates generated
Automated invoicing
New Lead
Capture leads from web forms, CRM integrations, and direct entry — and assign them to the right team member the moment they arrive.
CRM & web form integration
Automatic lead assignment
Source & campaign tracking
Survey & Assessment
Engineers capture measurements, photos and DNO details directly in the app, all stored against the job for the team to review.
Digital site survey forms
Photo & measurement capture
DNO application initiated
Quotation & Approval
Build line-itemised quotes from your product library, share via secure link, and capture digital sign-off without paperwork.
Line-itemised quote builder
Digital sign-off
Revision audit trail
Job Scheduling
Plan engineer routes and calendars in one view, with automated SMS updates so customers know exactly when to expect you.
Engineer & vehicle assignment
Route & calendar optimisation
Customer SMS notifications
Field Operations
Mobile job sheets with materials, photos and signature capture — even when there’s no signal on site.
Mobile job sheets
Materials & install log
Customer signature capture
Quality & Compliance
Auto-generated certificates, completion checklists, and DNO filing — so audit-ready records are a side-effect of doing the job.
Completion checklists
Certificates auto-generated
DNO registration filed
Payment & Invoicing
Invoices raised automatically on completion, collected via Stripe, and synced straight into Xero or QuickBooks.
Automated invoice raised
Stripe payment collection
Xero / QuickBooks sync
BUILT FOR INSTALLERS
Engineers, office staff, and customers all see the same job status the moment it changes.
Every status change, note, and document is logged against the job and ready for compliance checks.
Engineers complete surveys, upload photos, and collect signatures directly from their phone.
“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.”
Director, DWM Electrical LTD
EXPLORE RELATED
The day-view where every job lifecycle becomes a slot.
Drag-and-drop calendar
Per-engineer availability
Re-schedule with one click
Customers self-book real slots
Every job is linked back to the customer that owns it.
One contact record per customer
Sites linked to each customer
Notes on jobs and customers
Search across everything
Where every job starts — capture the enquiry, fill the pipeline.
Embeddable forms
Conditional branching
Zapier integration (Pro)
Source attribution
Every stage produces the right document automatically.
Auto-generated certs
Branded templates
Audit trail
On-demand re-generate
©2025 installHUB™ | A product of Khan Soft Ltd
Company number: 15956975