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“Who can get to a no-heating call in Reading today?”
Finding out who is free and who is near enough means ringing round the team.
“What is the claim reference on this one?”
The claim details sit in an email thread rather than on the job, so someone goes looking.
“What did the field operative actually find?”
Findings come back as a phone call and a photo in a text message, then get typed up later.
“When did we actually get there?”
Attendance times live in someone's memory and get written up at the end of the week.
Gas and heating repair and plumbing repair each carry an insurance claim section. When an insurer, a warranty provider or a home emergency provider places the work, the claim reference, the excess and the authorisation are recorded against the job itself. The same job type serves your direct customers, without that section.
A call-out lands in the CRM under the right job type, whether it came from your own website or a form you embedded somewhere else. The scheduler shows real availability, travel-time gaps and working hours, so who can actually make it is visible before you commit. Drop the job onto the slot, the customer gets a confirmation, and it appears on the field operative's phone.
The customer portal shows them their current job status and their quotes, so the answer to “where has my job got to?” is a link rather than a phone call. They accept or decline a quote in a tap, and an invoice is paid from a Stripe link sent straight to them.
Customers raising a fault against an existing install from the portal, without ringing the office, is on the roadmap. Today a repair is raised from your enquiry form or by your office team. Flag with your account manager if this is a deciding factor.
Offline-first. Customer history, install photos, signatures and certs in the van.
One customer profile holds every job, note, photo and invoice.
Drag-and-drop, travel-time aware, working hours respected.
Customers see job status, accept or decline quotes, and pay the invoice.
Stripe payment links from the field operative's phone for ad-hoc charges.
A claim section on the gas, heating and plumbing repair job types.
Your trade not on the list? Job types are built to match the work, so tell us what your office needs at booking, what the field operative captures on site and what the customer should end up with, and we build it before you go live. How custom job types work
“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.”
“installHUB’s software coupled with our affordable EV charging solutions will make the installation process easier than ever before, and we are so excited.”
Yes. Customer profiles are first-class: create the customer, log every visit you make to them, attach photos and certificates as you go. Nothing assumes you did the original install, and the record carries the history you build up from the first call-out onwards.
Yes, and it is what the claim section is for. Gas and heating repair and plumbing repair both carry it, so the claim reference, the excess and the authorisation sit on the job. The enquiry form can also be embedded on the provider's own site so instructed work arrives the same way your direct enquiries do.
Yes. The mobile app supports Stripe payment requests. The field operative creates a payment request against the job, the customer pays from a secure Stripe link, and the system records it back to the job automatically.
Additional works lets the field operative quote for what they find on site and get it approved without a second job number, so a call-out that turns into a bigger repair stays on one record.
Every repair job type has its own on-site form: the fault as found, the work done, the parts used and the photographs, with the field operative's and the customer's signatures. The document the customer ends up with is built from those answers, so the visit is not retyped into a second system afterwards.
