A plumbing repair, one of the job types that went live in September 2026. The answers move left to right. What the field operative records on site is what the document says, so nobody retypes the job into a second place for the paperwork to exist.
A plumbing repair, one of the job types that went live in September 2026. The answers move left to right. What the field operative records on site is what the document says, so nobody retypes the job into a second place for the paperwork to exist.
Survey, quote, install and certify a new asset.
Planned, recurring visits against an installed asset.
Something has broken and someone needs to attend.
Custom job types for reactive repair can also carry an insurance claim section, so a job placed by an insurer, a warranty provider or a home emergency provider records the claim reference, the excess and the authorisation alongside the repair itself. That is how the insurance repair network proposition is put together.
A form built around the trade, not a generic contact box. It asks what your office actually needs before anyone is dispatched, and it hides the questions that do not apply based on earlier answers, so a customer reporting a leak is never asked about roof pitch. Publish it as a link, embed it on your site, feed it from bulk import or push jobs in through Zapier. Every submission lands as a job record, not an email.
The second form is the one filled in with the job in front of you: findings, parts used, readings, photographs with time and location, sketches, barcode scans and the customer signature. It works offline and syncs when there is signal. Safety and access questions can be put in front of the visit rather than after it, and sections can be restricted so a customer never sees the operative-only parts of the form.
The certificate, report or handover pack is built from the answers already captured, so nobody retypes the job into a second system. Templates carry your branding, are versioned, and can be regenerated on demand. If the document your trade needs does not exist yet, we build the template, usually within a week.
Yes. Gas and heating repair, plumbing repair and boiler servicing are live job types, each with its own intake form and its own on-site form for the field operative. They sit alongside the installation job types rather than replacing them, so a business doing both installs and call-outs runs everything from one system.
Yes. Tell us the trade, what your office needs to know at enquiry, what the field operative has to capture on site and what document the customer should end up with. We build the job type, its forms and its document templates and enable them for your account. New job types are set up by us rather than created in the app, because custom job types also carry scheduling defaults and document templates, not just a form.
The usual turnaround is about a week for a job type built from a description you have already thought through. What slows it down is not the build, it is deciding exactly which questions matter, so coming with a real example of the job helps more than anything else.
On Pro and above, yes. Form customisation lets you hide questions you never ask, reorder sections and add your own questions on top of the core form. Multiple enquiry form links are on the same plans, so you can run a different intake form per campaign or per client. On the Business plan you get the core forms as built.
Nothing. Forms are versioned, so a job keeps the questions and answers it was completed with and new jobs pick up the new version. That matters when a document was generated from those answers and has to still make sense years later.
No. Businesses commonly run several at once, for example an install job type, a servicing job type against the same asset and a reactive repair job type for call-outs. Each one keeps its own forms, documents and scheduling defaults while sharing one customer record and one calendar.
Yes. A section can be built once and attached to several job types. Insurance claim details work that way: the same claim reference, excess and authorisation questions appear on gas, plumbing and boiler jobs without being maintained three times.
No, and we would rather say so plainly. MCS certification, BUS voucher workflow and OZEV documentation are not part of the shipped product. Automated DNO notification is the compliance workflow that does ship, and it applies to grid connection work rather than to repairs.
©2025 installHUB™ | A product of Khan Soft Ltd
Company number: 15956975