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“Whose Tesla Powerwall service is due in March?”
You keep contracts in a spreadsheet and a Google Calendar, and one of them is out of date.
“Has the customer been told we're coming?”
Planned services drift week to week because no one's chasing the appointment book.
“What did we do last time we were at the Watsons'?”
The field operative rings the office from the customer's drive. The office can't find the previous job sheet.
“Why is the phone always ringing?”
Customers can't see their booking online, so every question is an inbound call to your office.
The field operative opens the job on the morning and has the full customer profile in their hand: every previous visit, every photo from the original commissioning, every certificate, every invoice. They turn up knowing what's behind the wall and what was fixed last time. First-time fix climbs because they're not guessing.
Enquiries from your website (or an OEM portal you embed the same form into) land in the CRM under the right product type. The scheduler shows real field operative availability, travel-time gaps and working hours, so a 4pm call-out in Reading doesn't get assigned to the field operative finishing a 3pm install in Norwich. Drag the job onto the right slot, the customer gets an SMS confirmation, the field operative gets it on their 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.
Service contracts that attach to a customer's installed equipment and auto-generate the next service appointment on the cadence you set are on the near roadmap. Until then, planned services are managed as a recurring queue your office team confirms each month. Flag with your account manager if this is a deciding factor.
First-time fix rate, with the full customer history in the field operative's hand.
Inbound call volume, once customers see status and reschedule through the portal.
Faster invoicing, with quote acceptance auto-generating the invoice and ad-hoc charges going out as Stripe payment links from the field operative's phone.
Saved per office staff on dispatch, paperwork and ‘have we been paid?’ loops.
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 and accept or decline quotes.
Stripe payment links from the field operative's phone for ad-hoc charges.
Contracts attached to installed equipment auto-create the next service.
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. You don't need to have done the original install for the record to carry the full history you build up after.
The lead-capture form can be embedded on the OEM's website or portal so warranty jobs drop into your installHUB the same way an enquiry from your own website does. You set the priority, the scheduler slots accordingly.
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.
Today, planned annual services are managed as a recurring queue your office team confirms each month. Auto-recurring contracts that create jobs on a cadence are on the near roadmap. Flag with your account manager if this is a deciding factor.
The field operative's mobile app shows the customer's full record: every previous visit, the install configuration, photos from the original commissioning, all the certificates, the last invoice. They turn up knowing what's behind the wall. The fix rate climbs because they're not guessing.
