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“Did anyone send the DNO for the Hampshire job?”
The survey was Tuesday, the install is Friday, and you cannot remember if the G98 went in.
“Where's the latest quote for the Battisons?”
Three revisions in the sales rep's outbox, none of them on the job record.
“Why isn't the finance application in?”
The customer signed the deposit form a week ago and nobody told the office.
“Can you re-send the handover pack? They've lost it.”
You spend twenty minutes rebuilding it from email attachments.
Lead, survey, quote, DNO, install, certificate, handover pack and invoice all live under the same job number. Multi-measure jobs run EV + solar + battery + heat pump as a single record so the customer sees one quote, one schedule and one invoice. Field operatives open the job in the mobile app on the morning and have every detail to hand.
DNO applications (G98 / G99) are generated from the survey data, sent in a click, and the response is stored against the job. Customisable certificate templates produce signed PDFs in the van. Photo evidence, signatures and meter readings are captured in the mobile app and attached automatically. When a customer asks for the handover pack two years later, you find it in five seconds.
Quotes go out from the job record. Deposits are taken via Stripe before the install. The invoice is generated automatically the moment the customer accepts the quote. Ad-hoc charges discovered on site go out as a Stripe payment-request link from the engineer's mobile app. Xero / QuickBooks syncs nightly. The 5-day average between “install complete” and “paid” becomes 2 days, sometimes the same day.
Saved per office staff on chasing paperwork and re-keying.
Faster gap between install complete and paid, with Stripe and one-click invoicing.
Missed appointments, with engineer availability + travel time built into the scheduler.
Handover pack assembly time, from the office-team norm of 2 hours.
One job record for EV + solar + battery + heat pump.
G98 / G99 generated from the survey, sent in a click.
Drag-and-drop, travel-time aware, working-hours respected.
Roof aspect, consumer unit, meter, photos — all on the phone.
Quotes generated from survey data, invoices auto-generated on acceptance.
Signed PDFs assembled from the job automatically.
“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. Job records carry a product type (EV, solar, battery, heat pump, multi-measure) and a site type. The same record shape covers a driveway charger and a 50 kW commercial PV install.
The mobile app is offline-first. Surveys, photos, signatures and certificate sign-offs work without signal. Everything syncs the moment the phone comes back into reception.
No. Zapier triggers let leads from any other tool drop into installHUB as new enquiries. Most teams find installHUB's CRM enough on its own once they see one customer profile holds every job, but it's not a forced migration.
Yes. Multi-site customers are first-class — a single customer record can own a commercial site with multiple measures (PV, battery, EV charging) and multiple appointments. Survey, quote, install, DNO and handover flow the same way; the job record just carries more measures and a longer programme.
Most regional installers are live on installHUB inside two weeks. We import your customer list, your engineer roster, your service areas and your working-hours calendar. Day one your team is using the scheduler.
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Company number: 15956975