Surveys & assessments

Surveys built for the job in front of the field operative.

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.

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WITHOUT vs WITH

Adaptive surveys, not one-size-fits-all forms.

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

Show only the questions that matter.

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

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MULTI-IMAGE CAPTURE

Capture every angle in one form field.

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

Sketch the site. Save it to the job.

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

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BARCODE & OCR SCANNING

Point. Scan. Field auto-filled.

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

Everything else your survey workflow needs.

Pre-built templates

Start from EV, solar, battery and heat pump survey templates and tweak from there.

Form customisation

Build your own surveys with the drag-and-drop builder (Pro plan and later).

Validation rules

Required fields, min/max values, pattern matching — invalid surveys don’t submit.

Customer signature on device

Customer signs on the field operative's tablet at the end of the survey.

SEE IT IN ACTION

Inside the survey template builder.

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1

Question type picker

Text, multi-image, signature, barcode, OCR, floorplan — drag any input type onto the form.

2

Conditional logic

When X = Y, show field Z. Build branching rules visually with no code.

3

Auto-fill mapping

Configure which form fields feed which downstream documents (quote, EIC, DNO).

4

Photo / OCR preview

See how multi-image fields and OCR scanning will look to the field operative on-site.

5

Save / publish

Publish the template to mobile and web. Field operatives pick it up on next sync.

EXPLORE RELATED

Where surveys fit in the rest of installHUB.

Mobile app

Where the survey gets filled in.

Offline-first

Photo + signature capture

OCR scanning

Daily job list

DNO & regulatory

Survey data flows straight into DNO submissions.

ENA Direct Connect

Smart field mapping

Image optimisation

Two-way thread

Documents

The data captured here becomes the certificates and customer pack.

Auto-generated certs

Branded templates

Audit trail

On-demand re-generation

Quoting

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.”

David McTurk

Director, DWM Electrical LTD

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Company

©2025 installHUB™ | A product of Khan Soft Ltd
Company number: 15956975