


jobs
companies
less admin
“I'll send the quote when I get back to the office.”
You forget, and the customer rings someone else.
“The paperwork's in the van. I'll do it tonight.”
You don't, and the customer chases you on Friday.
“Have we been paid for the Davidsons?”
The invoice went out, the bank shows nothing, and you're not sure when you sent it.
“Can you do a board change Tuesday?”
You say yes without checking the diary, then realise the field operative is on a rewire all week.
The mobile app captures the survey, auto-itemises line items from your saved product list, applies the right VAT, and the quote PDF goes out by email or SMS before you've packed the ladders. Domestic customers say yes to the contractor who quotes today, not the one who quotes Friday. installHUB lets you be the today one.
Build your job paperwork and handover documents once in the document editor; every field operative's phone has them. They complete them with the customer in front of them, capture the signature, and the signed PDF lands on the job. The handover pack goes to the customer's inbox before the field operative leaves the drive. Dedicated EICR, EIC and Minor Works certificate capture is on the roadmap for 2027.
Invoicing and online payments are on Pro and above. When a customer accepts a planned quote, installHUB raises the invoice and a Stripe payment link. On a fault-finding call-out, the field operative sends a payment request from the mobile app and the customer pays from a Stripe link before they leave. Every invoice and payment pushes to Xero or QuickBooks so your books stay current. The five-day “have we been paid?” gap goes away.
Quote-to-win rate, when you quote on the driveway instead of “I'll send it later.”
Average invoice-to-paid, with Stripe links the moment the job is marked complete.
Saved on admin per office staff who used to chase paperwork.
Drop in callbacks for “where's my paperwork?” once the handover pack is sent from the van.
Survey, line items, VAT, PDF, sent by email or SMS, before you pack the ladders.
Build your job paperwork and handover documents once.
Drag-and-drop, travel-time and working-hours aware.
Enquiry form lands the lead in your CRM under the right job type.
Quote accepted → invoice ready. Call-out completed → payment request from the phone.
Offline-first. Every job, every customer, every cert template, in your pocket.
Yes. Job records carry a site type (domestic / commercial) and you can quote, schedule and invoice both from the same system. Commercial customers can have multiple sites under one customer record.
installHUB doesn't submit your certificates to your scheme provider directly. It generates the signed PDF, stores it on the job and emails it to the customer; you upload to your scheme as usual. We'd rather not stand between you and your regulator.
Not really. Most sole traders pick it up when they realise an extra field operative means an extra schedule to keep in your head. The Business plan is built for that step, and a thirty-day free trial starts you off.
Yes. A call-out is just a short job (often free or fixed-fee), and the quote it generates becomes a follow-up job linked to the same customer. Everything stays under one customer profile.
Both integrate. installHUB pushes your invoices and payments to Xero or QuickBooks, and pulls a limited set back, so you stop double-entering. Your accountant stops asking why your sales ledger doesn't match your job list. Invoicing and the accounting integrations are on Pro and above.
