Job Management and Compliance

If You Install Things - Choose Instalr

Fixed Subscription Cost

If you're looking for our Deemed Score Tool click here

Features in brief

Manage Leads

Manage prospective leads, record qualification criteria and GDPR compliance information.

Validate Data

Validate occupier address with address lookup, monitor data match progress.

Manage Appointments

Plan survey and install appointments on the visual Planner.

Mobile Surveys

Fill in Survey and Install data and checklists on your Android phone or tablet. (Custom option)

Job List

Get your list of jobs and visit instructions on your Android Phone or tablet.

Signatures

Collect signatures the easiest way - freehand. Multiple signatures per section!

Manage Documents

Review, collate, scan and upload received/completed documents.

Submit

Auto rename all documents based on funder naming convention requirements.

Clear Dashboard

Everything you need to know in one place.

Task Management

Allocate tasks and to-do's, monitor progress, alerts and reminders.

SMS Messaging

Keep customers in the loop with SMS reminders.

Check Compliance

Produce time consuming compliance documentation at the click of a button.

Compliance Made Easy

Whether you install Heating, Insulation or Renewable measures 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 grant funded or private work.

There are four simple steps:

  • Input customers and leads into instalr
  • Plan and book the surveys and installs
  • Gather information and documentation
  • Submission, Reporting and Analysis

That's it, nice and simple.

Lead Management

Before you can start doing surveys and installs you need customers!

With instalr you can get customer data into the system in a number of ways.

  • Manually input at the office
  • Direct from your website using our WebAPI
  • Allow Lead Gens portal access to instalr
  • Bulk Import from excel

Once in the system you can report on the status of leads, set reminder tasks to follow up, calculate deemed scores, validate addresses, monitor lead source performance and update notes.

Plan and Book

Once you've added some measures to a Customer you can then book them in using the appointment planner.

A calendar view shows all booked in measures, who they are booked to, what status they are at, and all measures ready for booking.

Once a measure is booked you can:

  • Send job details to our mobile app
  • Collect customer information on mobile app
  • Print part populated documents (DOCC, PRIV etc)
  • Email appointments to installers/surveyors
  • Send SMS reminders to customers
  • Add and update notes and documents

Collate and Submit

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.

Reporting

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 Customers and measures by status, date, installer, lead source, complaint status, inspection status, postcode and more.

The home page shows running totals of LTS as well as charts showing LTS by measure and funder.

You can also get reports on the status of commission payments, work in progress, and pretty much anything else.

Deemed Scores

instalr has our Deemed Score tool built in. Score a job quickly and easily and transfer the score directly into instalr in seconds. No faffing with spreadsheets, no 'cut and paste' mistakes.

This tool enables more efficient processing of work and maximises the capacity of existing staff whilst reducing admin time, costs and errors.

No more errors from looking up scores on a complex spreadsheet!

Messaging

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 email work lists direct to installers/surveyors.

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 trigger email notifications when a measure is booked or completed so staff can process the measure without delay.

Validation

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!

Mobile App

With our Mobile option you can also connect with our E Survey mobile app.

With E Survey you can:

  • Carry out customized Surveys and Installs
  • View Survey / Install diaries
  • Carry out C2 and C3 inspections and monitoring
  • Complete Vehicle, PPE and Risk checklists
  • Collect multiple signatures
  • Collect Photographs


Save Time....

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.


Feature Packed

  • Visual Planner
  • Team Diaries
  • Deemed Scores
  • Upload Documents
  • SMS Messaging
  • Auto Rename Funders Documents
  • Track Accreditations
  • Manage Complaints
  • Address Lookup
  • Generate Pre Filled Documents
  • Track Equipment Calibration
  • Save Time and Money

One Price, No Surprises


Standard

£2795 / Year
 

  • Visual Planner
  • Customers
  • Measures
  • Manage Complaints
  • Deemed Scores
  • Tasks
  • Resources / People
  • Track Accreditations
  • Suppliers
  • Parts and Materials
  • Funders
  • Auto Rename Funders Documents
  • Equipment Register
  • Commission Tracking
  • SMS Messaging
  • Address Lookup
  • 10GB Document Storage
  • INCLUDED Email support 9am-5pm, Mon-Fri
  • *Covers up to 20 Users
  • *Additional 5 User Packs £500 per annum
  • *Additional storage £20 / 10GB /Month
  • Mobile App £ASK

instalr is designed and provided by Scoped Solutions Ltd
contact details below

Contact us NOW

Call: 01282 270015
Monday-Friday (9am-5pm)

Email: information@scopedsolutions.com
Web: https://instalr.com
http://www.scopedsolutions.com

Location: Unit 3 Dominion Court
Burnley, BB11 5UB

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