Installa features

Everything a solar job needs, on one platform.

Design, quote, and keep the job moving at every stage. Enquiries, 3D roof design with electrical checks, quotes, scheduling, reports and the job’s paperwork, all on the same record.

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Free for one person. Every account starts with 60 days of the Team plan, and no card is needed.

Six things go wrong in a solar business

Installa was designed from a list of the ways a solar job goes wrong. Each part of it is there to stop one of them.

Right first time

Mistakes caught at the desk, not found on the roof.

Customers looked after

A name and a call-back date on every enquiry, and a page where the customer can see their job.

Everyone up to date

One calendar and one job record for the office and the crews.

A record of who did what

A timeline on every job, and a log of who changed what.

Costed correctly

Quotes priced from the design, with the margin known before you send.

Planned exactly

What goes where, who fits it and when.

Right first time

Catch the mistake at the desk, not on the roof

A string that is too long or an inverter that does not suit the panels costs a second visit. Installa checks the design while it is still a drawing. A second pair of eyes can approve it before it reaches the customer.

3D roof design in your browser, on a model of the real building from aerial data. Where there is no model, draw the roof by hand.
A measuring tool, and a look at the roof for any address before there is a customer.
Strings checked against the inverter at both ends of the temperature range.
Panel and inverter compatibility, and the battery checked against the inverter, as you design.

Explore 3D solar design Explore electrical checks

Customers looked after

Every enquiry called back, every customer kept in the picture

Most enquiries are not lost to a no. They go quiet while the week gets busy. Installa lets you put a name and a call-back date on every enquiry, and gives the customer one place to see their quote and their job.

Give every enquiry someone responsible and a date to call back. Call-backs can be snoozed or repeated.
Your home screen shows who is waiting for a call and who has gone quiet.
A warning as you type when the enquiry is already in.
The customer’s own page: they read the quote, tick the optional extras, ask a question and accept online. Later they see how far the job has got, with its photos and documents.
Email the customer their install date with one click, and again if it moves.

Explore enquiries Explore quotes

Everyone up to date

One calendar and one job record for the office and the crew

When the office and the crews work from different diaries, someone turns up on the wrong day. In Installa there is one calendar and one record of each job. The home screen shows what needs doing today.

Installs, surveys and dated tasks on one calendar, filtered by person or type of work.
A warning before anyone is booked twice, with undo.
Each person’s bookings in their own phone or desktop calendar.
A home screen with today’s installs, the call-backs, quotes with no answer, paperwork due and jobs that have not moved for a fortnight.
Tag a colleague in a comment and they are told.
Crews work from the job on their phone, not a text sent the night before: the access notes, the task list and the customer’s signature at handover. Every tick shows in the office, and a roof with no signal only delays it.

Explore scheduling About the mobile app

A record of who did what

Who did what, and when, kept with the job

Months after an install, someone will ask who changed the design or whether the paperwork went in. Installa keeps the answer on the job, not in somebody’s inbox.

Each job keeps its own activity timeline.
An audit log of who changed what across the account.
Design approval, with the reason written down when a design is sent back.
Each job’s compliance paperwork and the date each item is due, with a reminder when one is overdue.
Closing an enquiry asks why, so you learn where the work is lost.
A deleted job can be brought back by a manager, with its tasks, documents and history.

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Costed correctly

Quotes priced from what you drew

A quote typed up from a sketch misses the extra cable run, and the margin goes with it. In Installa the quote is built from the design.

The panels, inverter, battery and cable runs in the design become the lines of the quote, at your own prices.
The margin on each line, known before you send.
Your own product list, templates, and earlier versions you can go back to.
An online quote in your own brand, and you see when it has been opened.
Profit by job: materials, labour and subcontractors against what it sold for.
Sales, pipeline, sources and conversion reports, with CSV exports.

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Planned exactly

Every job planned, from the roof to the install day

A job goes wrong when the crew arrives without the full picture. Installa plans it in one place: where the panels go, what is fitted, who fits it and when.

The layout on the 3D model, with the sun placed for any day and hour, and a heat map of a year’s sunshine on the roof.
Every job shows the stage it has reached, from survey to completion, and what is still to do.
A task list on each job, from your own templates.
Installs that run over several working days, stepping over holidays.
A list of jobs waiting to be booked, and a workload grid of who is free.

Explore 3D solar design Explore scheduling

On your own

One person doing the selling, the designing and the fitting. Installa is free for one user.

See the Free plan

A team

An office, a designer and a crew or two, all working from the same jobs.

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Several crews or branches

The same six problems at the size where they cost real money. We set Installa up with you.

Installa for larger installers

Try it on one real job

Put in one enquiry, draw the roof, check the design and send yourself the quote. Free for one person. Every account starts with 60 days of the Team plan, and no card is needed.

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