Innovate with every Job

Specialist software, streamlines every aspect of the field service workflow, from scheduling and dispatching technicians to tracking real-time progress and managing customer interactions. 

Field-service and job management

Field-service management software tailored for the installation of low-carbon technology plays a pivotal role in optimizing the entire deployment process.

Meeting the rising demand for Low-carbon technology installation and servicing has become a challenge due to the increased popularity of renewable energy.

Whether you're installing for residential or commercial use, or conducting aftercare and call-out repairs for existing customers, you require an efficient method to schedule and manage your jobs.

renewable energy, low-carbon technologies, installations and field-service management. Solar panel installation.
EV Charge Points
Enhance Residental & Commercial EV charging processes.

Solar PV

Maximise solar installation with efficient operations and accelerate lead times.

Battery Storage

Revolutionise battery storage installations. Engineered to streamline the installation process.

Other

Modularly built and incredibly flexible. Configurable to adapt for varying installation types.

Renewables installations - Making the world a better place

Effortlessly tailor and adapt to the requirements of any business or user. Take advantage of the multi-installation capabilities, allowing a singular system to efficiently oversee all installations.

Carry out extensive renewable energy projects, including EV charger, Solar PV, and Battery storage, seamlessly through the platform.

Instant insights

Keep yourself updated on your business in real-time using our interactive dashboard, complete with statistical graphs and financial performance indicators. Gain instant visibility into various stages of jobs throughout the cycle and have a moment-to-moment view of your business operations.

Key benefits:

Live status updatesFull data visibilityPrioritisation of Jobs/customersMonitoring & Reporting & TrackingCustomisable FlaggingConversion rates

Enhance engagement

Effortlessly gather customer information and automatically channel it directly into the CRM module for prompt responses, expediting customer acquisition. Incorporate the Customer Enquiry Form into your website or digital advertising channels, allowing customers to self-survey.

Key benefits:

Customer self-surveyCampaign tracking Branding & White-labellingForm customisationClient customisationIndividual forms per product type Automated lead distribution

Instant quotations 

Immerse yourself in a smooth and digital workflow facilitated by the quotations module. Record, track, and securely store quotes directly within the customer file. Enhance your operational efficiency by embracing an automated quotation acceptance process through a dedicated quote management portal. Streamline invoicing effortlessly with a one-click payment option.

Key benefits:

Standardisation & templatingFull Proposal generationAutomated quotation acceptanceDirect paymentsStatus trackingShare to installation partnersReview install partners quotes

Quick and easy payments

Efficiently enhance your workflow's payment processing by seamlessly incorporating Stripe integration. Connect your Stripe account effortlessly and customize the timing and method of payment processing based on your preferences. Take it a step further by providing your customers with a 3-month interest-free option or offering payment plans extending up to 36 months through Klarna.

Key benefits:

Take depositsPayment on quote acceptedKlara paymentsOnsite variation

Customisable workflow

Securely record and store customer and installer data in dedicated job files within the cloud. Easily access a comprehensive job history to effortlessly monitor the progress status of each job. The workflow and data capture are fully customisable, catering to various job types, from EV chargers to solar PV installations.

Key benefits:

Residential & CommercialAutomated DNOCompliance documentationHistory & audit trailIntegrationsForm customisationCustomer handover packsVariation reports
installation, audit trails

Instant insights

Keep yourself updated on your business in real-time using our interactive dashboard, complete with statistical graphs and financial performance indicators. Gain instant visibility into various stages of jobs throughout the cycle and have a moment-to-moment view of your business operations.

Key benefits:

Live status updatesFull data visibilityPrioritisation of Jobs/customersMonitoring & Reporting & TrackingCustomisable FlaggingConversion rates

Enhance engagement

Effortlessly gather customer information and automatically channel it directly into the CRM module for prompt responses, expediting customer acquisition. Incorporate the Customer Enquiry Form into your website or digital advertising channels, allowing customers to self-survey.

Key benefits:

Customer self-surveyCampaign tracking Branding & White-labellingForm customisationClient customisationIndividual forms per product type Automated lead distribution

Instant quotations 

Immerse yourself in a smooth and digital workflow facilitated by the quotations module. Record, track, and securely store quotes directly within the customer file. Enhance your operational efficiency by embracing an automated quotation acceptance process through a dedicated quote management portal. Streamline invoicing effortlessly with a one-click payment option.

Key benefits:

Standardisation & templatingFull Proposal generationAutomated quotation acceptanceDirect paymentsStatus trackingShare to installation partnersReview install partners quotes

Quick and easy payments

Efficiently enhance your workflow's payment processing by seamlessly incorporating Stripe integration. Connect your Stripe account effortlessly and customize the timing and method of payment processing based on your preferences. Take it a step further by providing your customers with a 3-month interest-free option or offering payment plans extending up to 36 months through Klarna.

Key benefits:

Take depositsPayment on quote acceptedKlara paymentsOnsite variation

Customisable workflow

Securely record and store customer and installer data in dedicated job files within the cloud. Easily access a comprehensive job history to effortlessly monitor the progress status of each job. The workflow and data capture are fully customisable, catering to various job types, from EV chargers to solar PV installations.

Key benefits:

Residential & CommercialAutomated DNOCompliance documentationHistory & audit trailIntegrationsForm customisationCustomer handover packsVariation reports
installation, audit trails
Require a custom API? Just ask

Nurture leads and boost conversions

Leveraging Zapier integration tools with your existing marketing software suite enables the automation of marketing campaigns, enhancing lead conversion rates and ensuring exceptional customer satisfaction.

How integrating your marketing tools can benefit your business:

  • Centralised data management
  • Enhanced lead nurturing
  • Automated workflows
  • Sales enablement
  • Closed-loop reporting
  • Cross-Channel consistency
  • Real-time updates

Drive growth and the reach of your business

Empower your partners

Partners can set their coverage areas with auto-allocation, efficiently distributing tasks for hands-free workload management.

Strategic planning and distribution

Share jobs with partners, choosing from options like Full access, Read-only, or specific permissions such as creating quotes, booking surveys, and managing installations. UK mapping tool for geographical visualisation and strategic planning. As well as an auto-allocation function of jobs based on postal locations of installation.

Holistic overview

Manage all installations with full visibility into progress and quality standards. Visibility of all captured and created documentation, live status updates and revenue generated.
installation partners network, job sharing, management of installation network

Get in touch

Book a demo or ask us questions about our solutions, pricing or integrations.

Simply provide us with a few details and a member of our team will be in touch with you soon.

"We have found the platform to be user-friendly and easy to navigate. We like being able to amend our own templates and having the overview on the homepage."
Chris Johnson
Managing Director - Electrofix Ltd
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