Manage leads
Capture and manage prospective customers, record qualification information, validate addresses and keep notes and follow-up activity connected to the lead.
Job management software.
Installation made easy.
Instalr helps growing installation businesses manage the operational journey from first enquiry and survey through scheduling, installation, evidence, compliance, reporting and aftercare.
Whatever you install, however the work is funded, Instalr gives office and field teams a clearer view of what is happening and what needs to happen next.
Built for installation businesses, supporting growth and visibility
Instalr is designed for growing businesses that have outgrown spreadsheets, shared calendars, inboxes and dropbox.
Flexible enough to support businesses working across multiple installation disciplines, teams, locations, funding routes and commissioning models, including:
- ASHP
- Solar PV / Battery
- EV chargers
- Boilers / Heat Batteries
- Insulation
- Glazing
- Privately funded
- Grant funded
Features in brief
Validate data
Use address lookup and structured information capture to improve accuracy and reduce avoidable errors in customer and property data.
Manage appointments
Plan surveys, installations, remedial visits and inspections using a visual planner linked to the underlying job.
Mobile app and field access
Give surveyors and installers access to job information, surveys, checklists, photographs and signatures while they are working in the field.
Manage documents
Generate, upload, review and organise installation documents so that required information remains connected to the correct customer and job.
Evidence and photographs
Collect site evidence against the job rather than relying on photographs and documents being scattered across dropbox and email inboxes.
Tasks and reminders
Allocate tasks, monitor outstanding actions and make work requiring attention easier to identify.
Compliance workflows
Keep evidence and documentation visible throughout the job and generate repeatable documents using information already held in the system.
Reporting
Search, filter and export operational data, view jobs by status and create management reporting from information connected to live work.
Communicate
Keep customers in the loop with SMS reminders and progress updates. Reduce or eliminate wasted trips to empty properties.
Share
Give stakeholders, RC's and Lead Gens web portal access to directly view calendars, upload documents or view progress of projects without collating weekly progress reports.
EPC Search
Search the EPC database for current EPC data by postcode area or EPC rating. View, download, compare.
Awaabs Law - covered!
The introduction of Awaabs Law puts additional pressure on contractors.
Instalr aims to lighten the load, helping keep track of deadlines for investigation, reporting and remediation.
Built in SOPS for Mould and Damp treatment helping ensure compliance.
We are also partnered with a leading supplier of HOCl solutions for mould and damp treatment.
- Jobs at risk - front and centre
- SLA's auto applied
- Action dates recorded
- Evidencing compliance simplified
Read more about the wider challenge of installation scheduling and team visibility.
One operational workflow from lead to completion
Instalr is built around the lifecycle of an installation job rather than a collection of unrelated records.
1
Capture customers and leads
Record prospective customers from the office, bulk imports, canvassers, lead-generators, web forms, Facebook Ads or connected systems. Track lead status, qualification information, notes and follow-up activity.
2
Plan surveys and installations
Book surveys, installations, remediation and inspections against available field resources, while keeping appointments connected to the job they relate to.
3
Gather information and evidence on site
Allow field teams to access relevant job information, complete surveys or installation forms, capture photographs and obtain signatures.
4
Complete documentation and reporting
Review collected evidence, generate documents, identify outstanding information and use operational data for reporting and analysis.
For more on the operational problems this approach is designed to address, see why installation businesses need one version of the truth and how better installation progress tracking improves visibility.
Plan and book surveys, installs and follow-up work
Installation scheduling becomes more complex as the number of jobs, field teams and dependencies grows.
Instalr helps keep appointments connected to the underlying customer and job so that planners, office teams and field operatives have a clearer view of what is booked and what stage the work has reached.
- survey and installation appointments
- remedial visits and inspections
- team and installer diaries
- customer SMS reminders
- job notes and documents
- field access to job information
Read more about the wider challenge of installation scheduling and team visibility.
Gather evidence while the team is still on site
Missing photographs, forms or signatures can turn a five-minute site task into an expensive return visit.
Instalr helps keep photographs, documents, signatures and other field information associated with the installation they relate to.
Explore the operational issue in more detail in Installation Evidence: Collecting the Right Information While Your Team Is Still on Site.
Keep everyone in the loop!
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 all your field ops, so everyone knows where they are supposed to be and what they are supposed to be doing.
You can also send SMS appointments and booking reminders to your customers - no more wasted journeys to an empty house!
Use Zapier to trigger email notifications to staff or customers when jobs reach specific stages, reducing processing delays.
Read more about why a reliable single source of job information becomes increasingly important as an business grows.
One portal, many uses
The web portal gives restricted access to the system allowing you to share progress with other stakeholders without having to produce weekly reports.
Easily share project progress with:
- Lead generators
- Housing associations
- Primary contractors
- Retrofit co-ordinators
Turn live operational data into useful reporting
Instalr data can be searched, filtered and exported, allowing businesses to examine customers, measures and projects by criteria such as status, date, installer, lead source, postcode and other operational information.
Simple charts can help highlight important metrics, while data can also be exported for further analysis and reporting.
For the underlying management principles, read Installation Reporting: Turning Operational Data Into Useful Management Information.
Install and compliance documentation always connected to the job
Physical completion is not always administrative completion. Documents, evidence, approvals and other information may still be required before a job can be fully closed or submitted.
Instalr can generate documents using information already held in the system, accept supporting uploads and make it easier to see what has been received and what is still outstanding.
All generated documents will be consistent by design as they all use the same data source.
Read more about managing compliance documentation across installation jobs and reducing duplicate data entry.
When spreadsheets stop being enough
Informal systems can work extremely well while a business is small. The difficulty comes when additional teams, job types and handovers cause operational complexity to grow faster than the processes supporting them.
If your teams are maintaining several spreadsheets, chasing basic job status, re-entering information or manually assembling reports, the problem may no longer be the individual tools. It may be that the business has outgrown the way those tools fit together.
Read our guide to scaling an installation business without losing operational control.
Track complaints, remedial work and aftercare
The operational lifecycle does not necessarily finish when an installer leaves site.
Instalr can help keep complaints and aftercare activity visible, allocate responsibility and track outstanding issues through to resolution.
Better visibility of exceptions is also a key part of installation progress tracking.
Connect Instalr with the rest of your workflow
No growing installation business necessarily wants one application to replace every specialist system it uses.
Instalr can use integrations and webhooks to support connected workflows, helping information move between relevant systems and reducing unnecessary manual administration.
Examples can include creating leads, triggering notifications and passing information into other tools used by the business.
For more on why this matters, see Reducing Duplicate Data Entry in an Installation Business.
Supporting work across different funding routes and schemes
Instalr is not limited to one scheme or funding model. Installation businesses can use Instalr for private work, contracted programmes and funded installations.
Whatever work you do, our scheme guides provide an overview of the various schemes and links to official information and how Instalr supports delivery.
Privately Funded
Many people fall outside of current government scheme eligibility criteria, but still wish to improve their homes.
Sub Contract Works
For large contracts from housing developers, housing associations and local authorities.
Warm Homes Plan
An overview of the government's wider programme for improving home energy efficiency and supporting low-carbon technologies.
Warm Homes Loan Scheme
A government-supported finance programme designed to make it more affordable for homeowners and private landlords to invest in low-carbon home improvements
Warm Homes: Local Grant
A summary of WH:LG, including its aims, general household and property eligibility, and the types of improvements it can support.
Warm Homes: Social Housing Fund
An introduction to WH:SHF and the programme's role in improving eligible social housing stock across England.
Boiler Upgrade Scheme
An overview of BUS, including general eligibility, the installer-led process and links to Ofgem and GOV.UK guidance.
Common operational challenges for growing installation businesses
Some useful insights into the underlying problems that tend to appear as job volumes, teams and service lines grow, all of which can be alleviated with the right software.
One version of the truth
Why several apparently useful systems can gradually create conflicting versions of the same job information.
Reducing duplicate data entry
How repeated re-keying creates administrative cost, delays and avoidable data-quality problems.
Installation scheduling and visibility
Why scheduling is about readiness, resources and dependencies as well as finding space in a calendar.
Installation progress tracking
How meaningful job statuses and exception visibility help teams understand what needs to happen next.
Installation evidence management
Why structured site evidence can reduce missing information, return visits and administration.
Compliance documentation
How installation businesses can keep documents, evidence and outstanding compliance activity visible.
Installation reporting
Why reliable reporting starts with reliable operational information rather than another spreadsheet.
Scaling an installation business
Why processes that work at low volumes often need to change as teams, jobs and installation disciplines increase.
Fixed pricing, no surprises
We don't charge per job - we don't believe in penalising you for sales growth. Neither will we tie you into 12 or 18 month contracts. Simply pay as you go, with just one months notice to cancel.
Our standard plan includes 30 users, making the per user cost a very reasonable £13.30 per person/month. Additional users just £5/user/month.
£399 / month Covers up to 30 users and up to 2,500 measures per month. Additional Users £5/User Month.Standard Plan
*All prices exclude VAT which will be charged at the prevailing rate.
See whether Instalr fits the way your business works
If you manage multiple installation jobs, surveyors, field teams, documents and reporting requirements, we can show you how Instalr handles the operational workflow.
Contact
Scoped Solutions Ltd
Unit 3 Dominion Court
Billington Road
Burnley
Lancashire
BB11 5UB
01282 270015
information@scopedsolutions.com
What is Instalr?
Instalr is a job management and compliance application developed by Scoped Solutions Ltd for installation contractors.
© Scoped Solutions Ltd. All rights reserved.