The enquiry, the design, the quote, the install date and the paperwork all live on one job. Mistakes get caught at the desk, not on the roof, and no customer is left waiting for a call.
Free for one person. Every account starts with 14 days of the Team plan, and no card is needed.
It goes on the sales board with a name against it and a date to call back. Your home screen shows who is waiting and who has gone quiet.
Find the address, lay out the panels on the roof in 3D and have the strings and inverter checked. The quote is built from that design, line by line.
Book the date and the crew on the shared calendar, and the customer is emailed. The job keeps its own list of MCS and DNO paperwork, with the dates each item is due.
None of them is a software problem. Each one costs you a day, a customer or a margin. Installa was designed around stopping them, which is why it looks the way it does.
The string that does not add up. The inverter that will not take it. Found on the roof, with the scaffold up and the customer watching.
The design is checked before it is quoted. See how
The enquiry nobody rang back. The customer who has to chase you for a date.
Every enquiry has a name and a next step against it. See how
The date moved and somebody did not hear. The note that was on a phone, not on the job.
One calendar and one job record for the office and the crew. See how
What did we promise them? Who changed that, and when? A year on, nobody remembers.
The history stays with the job.
Busy all year, and no clear idea which jobs made money and which cost you.
Quotes built line by line from the design, and what each job really cost set against it. See how
What goes where, how it connects, who is fitting it and when. Today most of that is in your head.
The design, the dates and the crew are all on the job. See how
Running several crews or branches? The problems are the same and the bill is bigger. Installa for larger installers
Priced from what you drew. The panels, the inverter, the battery and the cable runs in the design become the lines of the quote, at your prices. Nothing is copied across by hand, so nothing is left off.
Know what each job made. Record what the job really cost in materials, labour and subcontractors, and see it against what it sold for. The profit report shows which kinds of work pay.
See what is stuck. Every job shows the stage it is at and what has not been done yet: no install date, no approval from the network operator, paperwork overdue. You see it while it can still be put right.
One calendar. Installs, surveys and crews are booked in one place, with a warning when someone is booked twice. The customer is emailed when their date is set and again if it moves.
Put in one real enquiry, draw the roof, check the design and send yourself the quote. You will know within the hour whether Installa would have caught the things that went wrong last month.
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