Adaptive logic shows only the questions that matter. Multi-image capture per question, floorplan drawing on-site, barcode and OCR scanning straight into the form. Every answer becomes the data the quote, certificate and customer pack are built from.
WITHOUT vs WITH
Without installHUB
✕
Every job uses the same generic survey, with irrelevant questions ignored
✕
Photos taken on the camera roll, then sorted later
✕
Field operatives draw site sketches on paper
✕
Re-typing MPANs from a photo of the meter
With installHUB
✓
Conditional logic shows only the questions that matter for this job
✓
Photos uploaded straight into the matching survey field with metadata
✓
Floorplan drawing on the tablet, saved to the job
✓
Barcode and OCR scanning auto-fill the field
ADAPTIVE LOGIC
Build conditional rules visually — answer “EV charger” and the EV-relevant questions appear; answer “Solar” and the solar ones do. Customers and field operatives see fewer fields, complete more forms, and the office gets richer data on the jobs that come in. No code, no embedded JavaScript on your site, no manual branching maintenance.
Visual branching rules (no code)
Show / hide based on prior answers
Multi-page forms for longer flows
Required fields only when relevant
Visual slot
Replace this container with your
custom HTML, SVG animation or image.
Visual slot
Replace this container with your
custom HTML, SVG animation or image.
MULTI-IMAGE CAPTURE
Some survey questions need one photo — others need several (the four walls of a room, the consumer unit from three angles, the meter in close-up plus a wide shot). Multi-image fields handle this natively: a tile-grid per question, each tile capturing or selecting an image, with metadata intact.
Multi-image fields per question (consistent max count across templates)
Auto-compression with HEIC support
Per-photo metadata (date, location, camera) visible in-app
Embed in the customer pack automatically; works offline
FLOORPLAN DRAWING
Some installs need a layout — where the consumer unit sits, where the cable run goes, where the panels mount. Field operatives draw the floorplan on a tablet with their finger or stylus; the drawing saves as a survey field and feeds into the customer pack alongside the photos and answers. No more paper sketches lost in the van.
Draw on tablet (finger, stylus, mouse)
Save as a survey field
Embed in the customer pack and certificate
Annotate over a base photo or start from blank
Visual slot
Replace this container with your
custom HTML, SVG animation or image.
Visual slot
Replace this container with your
custom HTML, SVG animation or image.
BARCODE & OCR SCANNING
Barcode scanning reads product serial numbers from the install plate. OCR reads MPAN stickers, meter labels and product spec plates. Both auto-fill the matching survey field. No 16-digit MPAN typos, no double-checking against the photo, no transposed digits coming back from the customer six months later.
Barcode scanning for product serials
OCR reads labels, plates, meter stickers
Auto-fills the matching survey field
Field operative can correct before saving; works offline
MORE SURVEY POWER
Start from EV, solar, battery and heat pump survey templates and tweak from there.
Build your own surveys with the drag-and-drop builder (Pro plan and later).
Required fields, min/max values, pattern matching — invalid surveys don’t submit.
Customer signs on the field operative's tablet at the end of the survey.
SEE IT IN ACTION
1
Text, multi-image, signature, barcode, OCR, floorplan — drag any input type onto the form.
2
When X = Y, show field Z. Build branching rules visually with no code.
3
Configure which form fields feed which downstream documents (quote, EIC, DNO).
4
See how multi-image fields and OCR scanning will look to the field operative on-site.
5
Publish the template to mobile and web. Field operatives pick it up on next sync.
EXPLORE RELATED
Where the survey gets filled in.
Offline-first
Photo + signature capture
OCR scanning
Daily job list
Survey data flows straight into DNO submissions.
ENA Direct Connect
Smart field mapping
Image optimisation
Two-way thread
The data captured here becomes the certificates and customer pack.
Auto-generated certs
Branded templates
Audit trail
On-demand re-generation
The survey is the quote — line items auto-populated.
Auto-itemised from survey
SMS or email
Customer accepts in-portal
Branded templates
“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


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