Manage prospective leads, record qualification criteria and GDPR compliance information.
Validate occupier address with address lookup, ensuring compliant documentation.
Plan survey and install appointments on the visual Planner.
Fill in Survey and Install data and checklists on your Android or IOS phone or tablet.
All surveyors, installers, RA's and RC's portal access to view job calendars and upload documents.
Collect signatures the easiest way - freehand. Multiple signatures per section!
Review, collate, scan and upload received/completed documents.
Auto rename all documents based on funder naming convention requirements.
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.
Produce time consuming compliance documentation at the click of a button.
As an ECO3 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 ECO software you have developed for us. 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 ECO software we were using spreadsheets and paper. Now that we are using instalr the entire process is much more straightforward. All our ECO 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 ECO 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.
Whether you install Heating, Insulation or Renewable measures under ECO, Green Homes Grant or privately, 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:
That's it, nice and simple.
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.
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.
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:
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 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.
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!
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.
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!
With our Mobile option you can also connect with 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!
As an ECO3 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 ECO software you have developed for us. 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 ECO software we were using spreadsheets and paper. Now that we are using instalr the entire process is much more straightforward. All our ECO 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 ECO 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.
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.
One off £250 setup fee applies with first invoice. All prices exclude VAT which is payable at the prevailing rate. Price plan covers up to 1000 measures per month. If you exceed 1000 measures per month more than twice in one year we will need to discuss custom pricing.