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.

Site survey · SMITH-01423/3METER LOCATIONUnder stairs cupboard✓CABLE RUN14m surface clipped✓EARTHINGTN-C-S confirmed✓Saved to job · offline-readyCAPTURED ON SITEPHOTOS09:14 GPS09:15 GPS09:16 GPSFLOORPLAN SKETCHChargerCUSTOMER SIGNATURESarah Smith · 09:42

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

Adaptive form · live branchingShow only what mattersTethered cable on this install?Reveals cable length + socket questions when YESNOYESNO CABLE QUESTIONS · SURVEY SKIPS AHEADCABLE LENGTH7.5m tethered Type 2SOCKET TYPEType 2 · 32A✓Field operative only sees what matters next3 fewer screens for non-tethered jobs
Photo capture · 4 of 4Per-photo metadataSITE PHOTOS · CONSUMER UNIT & CHARGER01234of 4 attachedImage 109:14 · GPSImage 209:15 · GPSImage 309:16 · GPSImage 409:17 · GPS

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

Floorplan sketchSaved to the jobPen · 2pxUndo · RedoHALLWAYGARAGECharger here✓ Saved to SMITH-0142
Camera scan · auto-fillConfirm before saveMETER · UK POWER NWMPAN1200 0123 4567✓MPAN1200 0123 4567READING0048372Confirm & save✓Auto-fills the matching survey fieldWorks offline · field operative confirms before saving

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.

Photos with location and time

Every photo carries the GPS coordinates, the exact timestamp and the operative who took it. Disputes get settled with the evidence already in the file.

Documents and files in the survey

Attach PDFs, certificates, manuals or supplier datasheets to any survey question. Everything the office needs to sign off the job lands attached to the right answer.

Survey versioning

Publish a new template version without breaking the surveys already in flight. Older jobs keep their original questions; new jobs pick up the update from day one.

Country-specific surveys

Run the right questions for the right region. Surveys can be scoped to a country, so UK G99 questions and EU DACH questions never appear on the wrong job.

SEE IT IN ACTION

Inside the survey template builder.

53241

1

Pick a question type

Image, text, signature, barcode, OCR or floorplan, change the input type on any question.

2

Exclude per template

Hide questions that don’t apply to this install type. No duplicate templates per job.

3

Group into sections

Bundle related questions into sections. Field operatives work through one section at a time.

4

Configure each question

Edit label, help text, validation and downstream mapping on every question.

5

Save or publish

Save as draft to iterate. Publish to push the change, 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. 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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Frequently asked questions

What is the installHUB survey app?

It lets field operatives run site surveys on mobile, capturing photos, readings and sketches once and syncing them straight to the job.

Do surveys adapt to the job?

Yes, surveys are adaptive and show only the questions that matter for the job in front of the field operative.

Can field operatives capture photos and sketches?

Yes, they can capture photos, sketch the site and scan to auto-fill fields, all saved to the job.

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