End-to-end job management

Manage every job from first contact to final invoice

A single connected workflow — from survey to scheduling, field operations to compliance, and payment to sign-off.

1NewLead2Survey3Quotation4Scheduling5Field Ops6Quality7Payment
60,000+

jobs

1,000+

companies

60%

less admin

The complete job workflow

1

New Lead

CRM & web forms

Lead assignment

Source tracking

2

Survey

Site survey forms

Photo capture

DNO application

3

Quotation

Itemised quotes

Digital sign-off

Revision history

4

Job Scheduling

Engineer assign

Route planning

Customer alerts

5

Field Operations

Mobile job sheets

Install log

Signature capture

6

Quality & Compliance

Completion checks

Certs generated

DNO filed

7

Payment

Auto invoicing

Stripe payments

Xero sync

1

New Lead

CRM & web forms

2

Survey

Site survey forms

3

Quotation

Digital sign-off

4

Job Scheduling

Engineer assignment

5

Field Operations

Mobile job sheets

6

Quality & Compliance

Certificates generated

7

Payment

Automated invoicing

1

New Lead

Never miss a potential customer

Capture leads from web forms, CRM integrations, and direct entry — and assign them to the right team member the moment they arrive.

CRM & web form integration

Automatic lead assignment

Source & campaign tracking

2

Survey & Assessment

Get the full picture before work begins

Engineers capture measurements, photos and DNO details directly in the app, all stored against the job for the team to review.

Digital site survey forms

Photo & measurement capture

DNO application initiated

3

Quotation & Approval

Clear quotes, signed off in minutes

Build line-itemised quotes from your product library, share via secure link, and capture digital sign-off without paperwork.

Line-itemised quote builder

Digital sign-off

Revision audit trail

4

Job Scheduling

The right team in the right place at the right time

Plan engineer routes and calendars in one view, with automated SMS updates so customers know exactly when to expect you.

Engineer & appointment assignment

Route & calendar optimisation

Customer SMS notifications

5

Field Operations

Everything engineers need, one tap away

Mobile job sheets with materials, photos and signature capture — even when there’s no signal on site.

Mobile job sheets

Materials & install log

Customer signature capture

6

Quality & Compliance

Compliance baked into every job

Auto-generated certificates, completion checklists, and DNO filing — so audit-ready records are a side-effect of doing the job.

Completion checklists

Certificates auto-generated

DNO registration filed

7

Payment & Invoicing

Get paid faster with no manual chasing

Invoices raised automatically on completion, collected via Stripe, and synced straight into Xero or QuickBooks.

Automated invoice raised

Stripe payment collection

Xero / QuickBooks sync

BUILT FOR INSTALLERS

Everything connected.
Nothing slips through.

Real-time updates

Engineers, office staff, and customers all see the same job status the moment it changes.

Full audit trail

Every status change, note, and document is logged against the job and ready for compliance checks.

Mobile-first field tools

Engineers complete surveys, upload photos, and collect signatures directly from their phone.

★★★★★

“We went from paper spreadsheets to having every job tracked end to end. The time we save on admin alone has paid for the platform three times over.”

JH
James Hawthorne

Operations Director, Hawthorne Energy

GET STARTED

Ready to manage your jobs end to end?

Join hundreds of installation businesses running their full workflow on installHUB.

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✓ 1 month free trial

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Company

©2025 installHUB™ | A product of Khan Soft Ltd (Company number: 15956975)