Self-service booking for installers

No passwords. No registration friction.

Magic-link login by email, self-registration on first quote, self-decline with a reason captured for sales analysis, and appointments customers confirm or cancel from the message itself. Customers help themselves with the basics; your office handles the calls that actually need a person.

InboxiHinstallHUBjust now · sarah.smith@…Sign in to view your quoteOne link, no password needed.→ Sign inYour installationsSigned inEV charger installThu 22 May · 10:00Quote acceptedSolar PV surveyWed 28 May · 14:00ScheduledBattery storageOn site · Wed 14 MayIn progress

WITHOUT vs WITH

From password-reset queues to one-tap login.

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

✕

Office rings round the day before to check everyone is still in

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

✓

Customers confirm from the message; anything unconfirmed flags itself

MAGIC-LINK LOGIN

No password to remember. No reset email to chase.

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

Login · customer.installhub.appsarah.smith@example.comOLD WAYEmailsarah.smith@example.comPasswordIncorrect password. Forgot password?Sign inNEW WAYOne link. No password.We just emailed sarah.smith@example.com→ Open magic linkSigned in
Get started with your quoteEnter your email, we’ll route you to the right placeEmailsarah.smith@example.comNew email · let’s registerYour nameSarah SmithPhone07700 900 123PostcodeSW18 4PQAccount created · signed inBack to your quote, took 30 seconds

SELF-REGISTRATION

First quote → account in 30 seconds.

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

Customer says no, you see why.

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

Quote · SMITH-2026-01427kW EV charger install · £1,247.00SCOPEWallbox 7kW · Type 2 tetheredInstall, commissioning, MCS certificateTOTAL£1,247.00Accept quoteDeclineLet us know whyHelps us improve future quotes (optional)Too expensiveTimeline doesn’t work for meChose another installerNot going ahead with the projectSendReason sentINSTALLER NOTIFIEDQuote declinedReason: chose anotherinstaller
EVERY APPOINTMENT MESSAGEYour install is bookedThu 22 May, 10:00ConfirmCancelNo login. No phone call.ConfirmedIn their own calendarBack in the queueMarked for rebookingThe operative is told not to travel.
Two links, and where each one lands
APPOINTMENT CONFIRM OR CANCEL · ENTERPRISE

Two links in the message. No login, no phone call.

Every appointment message carries two links. One confirms the visit. The other opens a short page where the customer picks a reason and cancels. A cancelled job goes back into the scheduling queue straight away marked for rebooking, and the field operative who was going to attend is told not to travel. A customer who confirms can add the visit to their own calendar in a tap.
Confirm or cancel from the message, with nothing to log in to
Cancelling captures the reason the customer gives
A cancelled job returns to the scheduling queue marked for rebooking
Confirmed visits add straight to the customer’s own calendar
CONFIRMATION STATUS · ENTERPRISE

You know who has confirmed before the van leaves.

Confirmations land on the scheduler as a green tick against the appointment. An appointment still unconfirmed inside twenty four hours turns amber, so the day’s chasing list builds itself and nobody drives to a door that was never going to open.
A green tick on the scheduler the moment a customer confirms
Amber on anything still unconfirmed inside twenty four hours
The operative is told immediately when a visit is cancelled
The chasing list builds itself, with no report to run
TOMORROW2 OF 3 CONFIRMED09:00A. OkaforSW18 4PQConfirmed11:30L. BergstromSW16 2HLConfirmed14:00K. SteuberGL54 1BQUnconfirmed, 18hAnything still unconfirmed inside 24 hours flags itself.
Confirmed, and what still needs chasing

MORE SELF-SERVICE POWER

And a few more capabilities baked in.

Smart email pre-check

New, returning or existing-jobs, system routes the customer to the right flow on first email entry.

Multi-device sessions

Customer logged in on phone and laptop? Both work; either can log the other out.

Multi-language

Non-English customers see the whole experience in their language; persists per account.

Email verification with resend

Mandatory verification on sign-up with a one-tap resend if the email is lost.

Customer-facing survey forms

Send the homeowner a pre-visit questionnaire to gather site details ahead of the survey. The field operative arrives knowing what to bring instead of finding out on site.

Pick your own slot

Customers book their own appointment from the portal, against the slots your team has made available, and the slot is held on your schedule straight away.

Pay without ringing in

Customers settle a deposit or an outstanding invoice in the portal, through the Stripe account you already run, with no call to the office.

EXPLORE RELATED

Where self-service booking for installers connects across installHUB.

Customer portal

Where the magic-link drops customers when they log in.

Self-service dashboard

Quote review

Job tracking

Mobile-first

Communications

The branded emails and SMS that carry the magic-link.

Magic-link emails

Appointment reminders

98+ branded templates

Real-time in-app alerts

Custom branding

Self-service login emails carry your brand.

White-label portal

Branded magic-link emails

Per-product theming

Branded quotes / invoices

Lead acquisition

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. 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

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