Pre-Qualification Questionnaire

Onboard installers fast. Stay compliant.

A configurable pre-qualification questionnaire goes out as a public link. Installers self-submit evidence (certs, insurance docs, accreditations). Auto-scoring approves the qualified; the rest get queued for manual review with a full audit trail.

1NewLead2Survey3Quotation4Scheduling5Field Ops6Quality7Payment

WITHOUT vs WITH

From email-and-Word-doc vetting to a structured, auditable PQQ.

Without installHUB

Vetting questionnaire emailed as a Word doc; chase up missing fields

Photos and certificates emailed in unverified

Reviewer reads every submission cover to cover

No audit trail of who approved what when

With installHUB

Public link with conditional fields enforces completeness up-front

Image preview at upload + document validation (type + size)

Auto-scoring approves Tier-1 installers; reviewer focuses on edge cases

Submission record with approve / reject / request-revision history

DYNAMIC QUESTIONNAIRE BUILDER

Build the PQQ once. It adapts to every installer.

Mix text, checkbox, radio, select, date, image upload, document upload and multi-image gallery fields. Multi-stage progression splits long PQQs into manageable steps; conditional fields hide what doesn’t apply based on earlier answers. Build the PQQ once and it adapts on the fly.

Text, checkbox, radio, select, date, image and document fields

Multi-stage progression for long PQQs

Conditional fields adapt to earlier answers

Multi-image gallery for accreditation photo packs

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AUTO-SCORING & APPROVAL

Qualified installers approve themselves.

Each answer feeds an auto-scoring rule. Tier-1 installers who pass every threshold approve automatically and are eligible to pick up jobs immediately. Lower scores flag for manual review so your compliance team focuses on the edge cases, not every routine submission.

Per-question scoring rules

Auto-approve installers above the threshold

Flag-for-review queue for sub-threshold submissions

Compliance team focuses on edge cases, not routine submissions

SUBMISSION REVIEW WORKFLOW

Approve, reject, or request revision — with the audit trail.

Reviewers see every submission as a structured record — the form, the uploaded files, the auto-score breakdown. One-click approve, reject or request revision. Every action is logged with the reviewer’s name and timestamp so the compliance audit trail is intact for every contractor in the network.

Structured submission record per installer

Approve / reject / request-revision with comment

Reviewer name + timestamp logged on every action

Full audit trail for compliance reviews

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MORE PQQ POWER

A few more things baked in.

Image preview at upload

Installers see thumbnails as they upload — fewer wrong files reach you (ENH-3077).

Public submission link

Publish the PQQ as a public URL. Installers complete it without needing an account first.

Document validation

File type and size checks at upload time. Bad files are rejected client-side, not at review.

Multi-stage + conditional

Long PQQs split into stages; later stages adapt to earlier answers.

EXPLORE RELATED

Where PQQ fits in the rest of installHUB.

Installer Network (Enterprise)

The platform PQQ feeds into.

Multi-installer network

Bulk invitations

Service-area routing

Performance dashboards

Mobile app

What the qualified installers use day-to-day.

Offline-first

Photo evidence

OCR scanning

Signature capture

Surveys & assessments

Same form engine that powers PQQ, on the install side.

Conditional logic

Multi-image fields

Floorplan drawing

Pro plan and later

DNO & regulatory

Compliance submissions for the installs themselves.

ENA Direct Connect

Smart field mapping

Image optimisation

Two-way comment thread

★★★★★

“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

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Company number: 15956975