Line items, labour, compliance fees and VAT auto-populate from the survey your field operative just filled in. Branded PDF in the customer’s inbox within hours, not days.
WITHOUT vs WITH
Without installHUB
✕
Field operative writes notes on paper, office types quote in Excel
✕
Quote sent by email, lost in the customer’s spam folder
✕
“Did the customer accept that quote we sent?”
✕
Every quote built from scratch
With installHUB
✓
Survey auto-generates a branded quote — no re-typing
✓
Send by SMS for higher open rates, fewer chases
✓
Customer accepts in the portal, team gets a real-time alert
✓
Templates for common configurations — quote in two clicks
QUOTE FROM SURVEY
Survey submitted in the morning. Quotation is auto-itemised by lunchtime: products from the catalogue, labour by job type, compliance fees, VAT applied per country. Add custom additions or deductions if you need — each one keeps a reason so the audit trail’s clean.
Auto-itemised: products, labour, compliance fees, optional extras
VAT and country-tax correct from the start (GBP, EUR, USD)
Custom line additions / deductions with reason capture
Version history of every change on every quote
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SMS DELIVERY
Email open rates are dismal. SMS open rates aren’t. Send any quote by SMS in one tap — the customer gets a link, taps it, the quote opens in their browser, they accept or decline. If SMS fails for any reason the system falls back to email so you never lose the send.
Send by SMS or email — both supported, both tracked
Tokenised link opens the quote on phone without login
Open-tracking so you know when the customer’s seen it
Email fallback if the SMS bounces
ACCEPT IN PORTAL
Customer logs into their portal (or taps the magic-link from email or SMS), reviews the quote, picks Accept or Decline. Acceptance kicks off the install-scheduling workflow automatically — no Slack message to the dispatcher, no “did we win that one?” anywhere. Declines ask for a reason so you can see what’s costing you deals.
Customer accepts or declines from email, SMS link, or the portal
Acceptance triggers install approval + invoice prep
Decline reasons feed into sales reports (price / timeline / competitor)
Revoke or void a quote if pricing changes — block accidental acceptance
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TEMPLATES & BRANDING
Build named templates for the configurations you sell repeatedly — “Solar + Battery”, “EV Charger (single-phase)”, “Heat pump retrofit”. Pick the template, tweak any line items, send. Every template carries your branding, your terms, your payment defaults.
Reusable templates with line items, terms, conditions, payment terms, warranty
Apply to any new quote; override per quote as needed
Track template usage to see which ones are working
Company branding baked in — logo, colours, footer (Pro plan and later)
MORE QUOTING POWER
Big quotes require manager sign-off before they go out (Enterprise plan).
Field operatives get nudged on stalled quotes; customers get nudged if a sent quote isn’t actioned.
See exactly why deals don’t close — price, timing, competitor.
Got a contractor’s PDF quote? Attach it to the job so paperwork stays in one place.
SEE IT IN ACTION
1
Auto-populated from the survey, manually editable. Drag to reorder, click to tweak.
2
Logo, company colours and contact details from your settings — baked into every quote.
3
Deposit %, due date, late-fee settings — per quote or carried from a template.
4
Apply a saved template in one click; tweak before sending.
5
Email, SMS, preview or download — pick how the customer gets it.
EXPLORE RELATED
The accepted quote becomes the invoice automatically.
Stripe Connect online (Pro+)
Deposits + payment requests
Payments dashboard
Credit notes
Every quote and invoice flows to QuickBooks or Xero — bi-directional.
QuickBooks 2-way
Xero 2-way
Tax codes pulled
Real-time webhooks
Compliance certificates and customer pack — auto-generated from job data.
EIC / DNO / handover pack
Branded templates
Audit trail
On-demand re-generation
Where the quote starts — capture the enquiry, fill the pipeline.
Embeddable forms
Conditional branching
Zapier (Pro)
Source attribution
“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
©2025 installHUB™ | A product of Khan Soft Ltd
Company number: 15956975