The Installer Workflow Challenge
Installer and trade businesses face a unique coordination challenge. Jobs arrive from multiple sources — retailers, builders, direct customers. Each job has multiple stages, requires specific materials, involves scheduling around customer availability, and needs coordination between office admin, field installers, and the end customer. When you're managing dozens of installers across hundreds of active jobs, spreadsheets and generic tools simply can't keep up.
The result? Missed appointments, double-bookings, incomplete paperwork, delayed invoicing, and frustrated customers who can't get a straight answer about when their job will be done.
What We Build
Job Allocation & Scheduling
Intelligent job allocation based on installer skills, location, availability, and job requirements. Visual scheduling boards. Conflict detection. Automatic notifications to installers when jobs are assigned or rescheduled.
Multi-Stage Workflow Management
Jobs progress through defined stages — measure, order materials, schedule install, complete install, quality check, sign-off. Each stage has its own requirements, notifications, and approvals. Nothing moves forward until the previous stage is complete.
Photo Uploads & Documentation
Installers capture before/during/after photos directly from their mobile device. Photos automatically attached to the correct job. Compliance documentation, sign-off forms, and completion certificates generated automatically.
Mobile Workforce Management
Installers see their schedule, job details, customer information, and special instructions on their phone. Real-time status updates from the field. GPS check-in/check-out. Time tracking per job.
Customer Communication
Automated appointment confirmations, reminders, and status updates to customers. 'Your installer is on the way' notifications. Post-completion satisfaction surveys. All communication logged against the job.
Retailer & Source Integrations
Jobs flowing in from retailers, builders, or partner organisations are automatically ingested into your workflow. Order details extracted, jobs created, and scheduling initiated without manual data entry.
Operational Visibility
Real-time dashboards showing job status across all installers. Bottleneck identification. Completion rates. Average job duration. Revenue per installer. The metrics you need to run the business.
A Typical Installer Job — End to End
Retailer sends order via email or integration — job created automatically
Office reviews job details, assigns to appropriate installer based on skills and location
Installer receives notification with full job details and customer contact
Measure appointment scheduled — customer receives confirmation SMS/email
Installer completes measure, uploads photos, submits material requirements
Materials ordered and tracked through supply chain
Install date scheduled around material delivery and customer availability
Customer receives appointment reminder 24 hours before
Installer completes installation, captures completion photos
Customer signs off on mobile device — completion certificate generated
Invoice triggered automatically based on completed job details
Office & Admin Coordination
The office team gets a complete operational view without chasing installers for updates. Job status updates in real-time as installers progress through stages. Customer enquiries are answered instantly because all information is in one place. Scheduling conflicts are detected before they happen. And when a job is complete, invoicing happens automatically — no more chasing paperwork.
Built for How Trades Actually Work
We've built installer workflow systems for businesses managing teams of 10 to 100+ installers. We understand the reality of trade operations — jobs that span multiple visits, materials that arrive late, customers who reschedule, and the constant coordination between office and field. Our systems are built for this reality, not for an idealised version of how work should flow.