Job lifecycle

Manage every job from first contact to final invoice

A single connected workflow: from survey to scheduling, field operations to compliance, and payment to sign-off.

1NewLead2Survey3Quotation4Scheduling5Field Ops6Quality7Payment
60,000+

jobs

1,000+

companies

60%

less admin

The complete job workflow

1

New Lead

CRM & web forms

Lead assignment

Source tracking

2

Survey

Site survey forms

Photo capture

DNO application

3

Quotation

Itemised quotes

Digital sign-off

Revision history

4

Job Scheduling

Field operative assign

Route planning

Customer alerts

5

Field Operations

Mobile job sheets

Install log

Signature capture

6

Quality & Compliance

Completion checks

Certs generated

DNO filed

7

Payment

Auto invoicing

Stripe payments

Xero sync

1

New Lead

CRM & web forms

2

Survey

Site survey forms

3

Quotation

Digital sign-off

4

Job Scheduling

Field operative assignment

5

Field Operations

Mobile job sheets

6

Quality & Compliance

Certificates generated

7

Payment

Automated invoicing

1

New Lead

Never miss a potential customer

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

New lead · auto-assigned3 sources, one inboxWWeb forminstallhub.comCCRM syncHubSpotDDirect entryPhone · teamLeads inbox · today3 newWSarah SmithEV charger · SW18Ben A.CJames PatelSolar PV · GL54Mia C.DAisha KhanHeat pump · W1USam K.
2

Survey & Assessment

Get the full picture before work begins

Field operatives 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

On-site survey · Sarah SmithForms + photos + DNOSite survey3/3METER LOCATIONUnder stairsCABLE RUN14m surfaceEARTHINGTN-C-S confirmedJob · SMITH-2026-0142EV charger install · site surveySITE PHOTOSDNO APPLICATIONUK Power NetworksG98 application · 7kWPendingSubmittedNOTESStandard install · no scaffolding
3

Quotation & Approval

Clear quotes, signed off in minutes

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

Quote · SMITH-2026-0142Built · sent · signedQuote · SMITH-2026-01427 May 20267kW EV charger · Wallbox Pulsar Plus£675.00Type 2 tethered cable · 7.5m£125.00Install labour · standard fit£325.00Commissioning & certification£122.00TOTAL£0.00£675.00£800.00£1,125.00£1,247.00CUSTOMER SIGNATUREACCEPTED7 May 2026 · 14:32
4

Job Scheduling

The right team in the right place at the right time

Plan field operative routes and calendars in one view, with automated SMS updates so customers know exactly when to expect you.

Field operative & vehicle assignment

Route & calendar optimisation

Customer SMS notifications

Wed 22 May · 10:00Routed · SMS sentMONTUEWEDTHUFRI09101112EVSmithSW18ROUTEABSMS · SARAHinstallHUBHi Sarah, your installis booked for Wed 10:00.Sarah SmithPerfect, thanks!
5

Field Operations

Everything field operatives need, one tap away

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

Job sheet · offline-readyTicked · logged · signedJob sheetOfflineSyncedCHECKLISTIsolate consumer unitRun cable · secureMount chargerTest & commissionMATERIALS0357of 7 items loggedSIGNATURE
6

Quality & Compliance

Compliance baked into every job

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

Cert · NICEIC 2026Auto-generated · audit-readyNICEIC Installation Certificate2026/MAY/0142INSTALLERSam Khan · EV-Cert #4429INSTALL DETAILS7kW Type 2 · consumer unit replacedTESTINGLoop · RCD · insulation: all PASSEARTHINGTN-C-S verified · Ze 0.18ΩSIGNATURECERTNICEICCOMPLETIONPhotos uploadedTest results filedCert generatedDNO FILEDUK Power NetworksG98 ref · 2026-3142AUDIT TRAIL14:02 · Cert created14:02 · PDF generated14:03 · Filed to DNO14:03 · Sent to customerAll records sealed.
7

Payment & Invoicing

Get paid faster with no manual chasing

Invoices raised automatically on completion, collected via Stripe, and synced straight into Xero or QuickBooks.

Automated invoice raised

Stripe payment collection

Xero / QuickBooks sync

Invoice · paid · syncedStripe → Xero · autoINVOICE#2026-0142TOSarah SmithSW18 4PQCharger · install£1,000.00Commissioning£122.00VAT · 20%£125.00BALANCE£1,247.00£1,247.00PAIDPay with Stripe✓ ReconciledstripePayment capturedXXeroSyncedRECEIPTSarah SmithEV install · SMITH-0142Paid £1,247.00Stripe · visa · 4242Synced to Xero · 14:05RECONCILED

BUILT FOR INSTALLERS

Everything connected.
Nothing slips through.

Real-time updates

Field operatives, office staff, and customers all see the same job status the moment it changes.

Full audit trail

Every status change, note, and document is logged against the job and ready for compliance checks.

Mobile-first field tools

Field operatives complete surveys, upload photos, and collect signatures directly from their phone.

JOB MANAGEMENT

Stay on top of every job in flight.

Move jobs between companies

Transfer a job to another installer or partner with the full history (notes, photos, certs) intact. The receiving team picks up where the last one left off.

Find any job in seconds

Full-text search across customer name, address, reference, status, or assigned operative. Works across thousands of records without slowing down.

Jobs awaiting a slot

A dedicated panel for approved jobs that have no appointment yet. The dispatcher's morning view: nothing slips through the gap between sale and install.

Pipeline at a glance

Live counts by status (lead, surveyed, quoted, in progress, complete) so you can see where the bottleneck is without opening a single record.

★★★★★

“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

EXPLORE RELATED

Where the job lifecycle connects to the rest of installHUB.

Scheduling

The day-view where every job lifecycle becomes a slot.

Drag-and-drop calendar

Per-field operative availability

Re-schedule with one click

Customers self-book real slots

CRM

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

Lead acquisition

Where every job starts: capture the enquiry, fill the pipeline.

Embeddable forms

Conditional branching

Zapier integration (Pro)

Source attribution

Documents

Every stage produces the right document automatically.

Auto-generated certs

Branded templates

Audit trail

On-demand re-generate

GET STARTED

Ready to manage your jobs end to end?

Join hundreds of installation businesses running their full workflow on installHUB.

✓ No credit card required

✓ 1 month free trial

✓ Cancel anytime

Frequently asked questions

What is installHUB job management?

It runs every installation job from first enquiry to final invoice in one place, linking leads, surveys, quotes, scheduling and completion.

Who is installHUB built for?

It is built for installers working across EV charger, solar, battery storage and heat pump installation.

Does it cover the whole job workflow?

Yes, the job lifecycle connects lead capture, surveys, quoting, scheduling, field operatives and invoicing into one workflow.

Company

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