Manage prospective ASHP, Solar and Insulation leads, record qualification criteria and GDPR compliance information. Enter manually, or pull leads from Facebook Ads, Website enquiry forms, or add leads in the field or via bulk excel imports.
Validate occupier address with address lookup, ensuring accurate documentation.
Plan surveys, sales visits, inspections and install appointments on the visual Planner.
Fill in Survey and Install data and checklists on your Android or IOS phone or tablet. Take photo evidence, collect signatures.
Give surveyors, installers, RA's and RC's portal access to view job calendars and upload documents.
Collect signatures in the field with your phone or tablet, or get documents remote signed online!
Review, collate, scan and upload received/completed documents.
Populate and zip up all your documents and photos into one zip file.
Everything you need to know in one place.
Allocate tasks and to-do's, monitor progress, alerts and reminders.
Keep customers in the loop with SMS reminders and appointment confirmations.
Produce time consuming compliance documentation at the click of a button.
As an installer we have tried many different systems. We've found that Instalr and the E-Survey app are the best solution on the market and it is extremely cost effective. The flexibility of the system means that our staff can still work in the way they want which has improved productivity. Any queries along the way have been dealt with promptly by Tom and his team which I have found is a rare quality when dealing with technology companies. They are extremely proactive and willing to take suggestions on board. I couldn’t recommend Instalr and the team behind it highly enough...
After 30 years in the insulation business we have now found a solid solution to keep track of the status of all our instalation works – Instalr from Scoped Solutions. The Reports we download save hours of time and effort. The database is user friendly and can be customised to suit individual needs. As it is web based it can be accessed in any location. The support team are very helpful and respond quickly to any issues we rarely encounter. We would recommend Scoped Solutions for any software needs you may have...
Whilst looking for job management software we could utilise within our business, we came across Instalr. We wanted a simple but powerful system which fits our business model which in turn can increase productively. This is exactly what instalr does! Very pleased with the system and couldn’t recommend this enough...
We would like to thank you and all your staff for the Software you have provided us with. We would have no hesitation in recommending Scoped Solutions to any prospective customer...
instalr fits in perfectly with our requirements! From installation to the high level of customer care given by Scoped Solutions we don't have to worry about outdated, unstable systems anymore...
Before we invested in this Software we were using spreadsheets and paper. Now that we are using instalr the entire process is much more straightforward. All our jobs are in one place and we can see what stage we are at in an instant with a couple of clicks. Our business simply wouldn't work as efficiently without it...
This Software has been a blessing for us. It has enabled the company to move forward and improve our systems and procedures. instalr is intuitive and with its many features it meets our businesses exact needs.
Whatever you install, and however it is funded instalr is intuitive and easy to use, you won't need a 100 page manual to get going!
You can use instalr for any type of private or grant funded projects.
There are four simple steps:
That's it, nice and simple.
Before you can start doing installing you need customers!
With instalr you can get customer/lead data into the system in a number of ways.
Once in the system you can report on the status of leads, set reminder tasks to follow up, validate addresses, monitor lead source performance and update notes.
Once you've added projects and jobs to a Customer you can then book them in using the appointment planner.
A calendar view shows all booked in jobs, who they are booked to, what status they are at, and all jobs ready for booking.
Once a job is booked you can:
When the physical work has been done the next step is to gather all the documentation ready for submission.
You can upload Survey and Install data, photos and signatures from our mobile app or scan in signed paper documents or upload documents from Dropbox / Google Drive.
All uploaded documents are shown clearly so you know which documents you've got and which are outstanding.
Documents can be zipped and auto-renamed to suit any naming convention, and can be viewed live on the system.
Data is nothing if you can't search it, view it and filter it!
With instalr all your data is fully searchable and can be exported to excel.
You can view all Leads, Customers, Measures and Projects by status, date, installer, lead source, complaint status, inspection status, postcode and more.
Simple charts can be added to visualise your data so that key metrics stand out.
You can also get reports on the status of commission payments, work in progress, and pretty much anything else.
instalr keeps track of all your complaints, ensuring customer satisfaction and compliance.
All open complaints are easily accessed from the Dashboard.
Assign complaints to individuals and monitor progress.
The best laid plans can easily unravel unless you can keep all your staff, installers, surveyors and customers in the loop.
With instalr you can give diary access to external RA's and RC's as well as your surveyors and installers.
You can also send SMS appointments and appointment reminders to your customers - no more wasted journeys to an empty house!
To keep staff in the loop you can use Zapier to trigger email notifications when a job is booked or completed so staff can process the job without delay.
At the end of all your hard work the last thing you want is a job to be rejected because of a simple address error.
instalr integrates with Loqate to enable 100% accurate address lookups.
Not only does this save time at data entry but also improves accuracy. Right first time!
Add suppliers and parts with buy and sell prices.
Group parts into "kits"
Add kits, labour and materials to jobs
Instalr will auto total it all up and produce parts lists and PO's
Included with Instalr is our E Survey mobile app.
With E Survey you can:
By using our Zapier webhooks you can create complex workflows and connect Instalr to your favourite apps!
instalr is proven to save time. From cold lead through to satisfied customer most operations require just a single click. A true multi user, web based system enabling your staff to work efficiently.
instalr is packed with features including document generation, document uploads, visual planning tools, export to Excel and many more.
These tools enable more efficient processing of all your installs, maximising the capacity of existing staff whilst reducing admin time and costs.
All prices exclude VAT which is payable at the prevailing rate. Price plan covers up to 2500 jobs per month. If you exceed 2500 jobs per month more than twice in one year we will need to discuss custom pricing.