Magic-link login by email, self-registration on first quote, self-decline with a reason captured for sales analysis. Customers help themselves with the basics; your office handles the calls that actually need a person.
WITHOUT vs WITH
Without installHUB
✕
Customer forgets password, calls office, gets a reset email
✕
First quote → “where's my account?” support thread
✕
Customer declines a quote silently, no idea why
✕
Returning customer made to register again
With installHUB
✓
Magic-link login — tap the email, you’re in
✓
Self-registration inline on first quote acceptance
✓
Decline captures a reason — price, timeline, competitor
✓
Smart email pre-check routes them straight to magic-link
MAGIC-LINK LOGIN
Customers request a sign-in link by email and tap it — they’re logged in. No password to forget. No reset-email circuit. The link is single-use, scoped to the right customer account, and respects your branding so the email feels like it came from you, not from installHUB.
One-tap login by email magic link
Single-use tokens, scoped per customer
Per-installer branded login email
No password reset queue clogging up support
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SELF-REGISTRATION
Customer gets a quote by email, taps Accept, hits a smart email pre-check: existing account → straight to login; existing jobs but no account → automatic magic-link; brand-new email → 30-second registration form. By the time they’re back to the quote, they’re logged in. No “I need to call to get set up” friction.
Smart email pre-check routes existing and new customers correctly
30-second registration form captures only what's needed
Email verification mandatory before portal access (one-tap resend)
Consent flags captured at sign-up (privacy + marketing)
SELF-DECLINE WITH REASON
Customers decline quotes from the portal in one tap, with an optional reason captured (price / timeline / chose another installer). The reason feeds your sales reports so you can see exactly what’s costing you deals. No more silent declines or “I’ll think about it” black holes.
Decline button on every quote in the portal
Optional dropdown reason plus free-text comment
Reasons aggregated into decline-analysis reports
Real-time alert to the installer when a decline lands
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MORE SELF-SERVICE POWER
New, returning or existing-jobs — system routes the customer to the right flow on first email entry.
Customer logged in on phone and laptop? Both work; either can log the other out.
Non-English customers see the whole experience in their language; persists per account.
Mandatory verification on sign-up with a one-tap resend if the email is lost.
EXPLORE RELATED
Where the magic-link drops customers when they log in.
Self-service dashboard
Quote review
Job tracking
Mobile-first
The branded emails and SMS that carry the magic-link.
Magic-link emails
Appointment reminders
98+ branded templates
Real-time in-app alerts
Self-service login emails carry your brand.
White-label portal
Branded magic-link emails
Per-product theming
Branded quotes / invoices
Where the customer first lands — the enquiry form.
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