For installation businesses
Keep every install connected, from survey to sign-off
Installation work is a long chain: survey, quote, order, delivery, fitting, sign-off and invoice. A late delivery or a missed measurement moves everything after it. We help you keep each job connected, so problems show up before the fitters do.
In short
Propel helps installation businesses connect each stage of a job, from survey and quote to ordering, scheduling the fit, sign-off and invoicing. We map how jobs move between sales, the office, suppliers and fitters. Then we put the tools and process in place so the information follows the job.
Sound familiar?
Moments that eat into the day
Examples rather than a diagnosis. Every business runs differently, which is why we start by looking at how yours works.
The survey notes didn’t reach the fitters
Measurements and customer choices were passed on by email and memory, and something was missed.
What could help: One job record, from survey to sign-off, that everyone works from.
A delivery slips, but the fit date doesn’t
Nobody links the late order to the install date until the fitters are on site with nothing to fit.
What could help: Orders linked to install dates, so a delay is flagged straight away.
Customers ring for updates
Every call means someone checking the order, the supplier and the diary.
What could help: Customers updated automatically at the stages that matter to them.
Sign-off paperwork is chased for weeks
Final checks, certificates and photos arrive late, so the final invoice waits.
What could help: Sign-off captured on site, with the invoice following on.
Where we’d usually start
How we help installation businesses
We always start with how your work actually runs. These are the areas that most often make the biggest difference.
- Process improvement and clear responsibilitiesClear steps, clear owners and cleaner handovers, so work stops waiting on assumptions.
- Job scheduling and dispatchOne schedule the office and field team can rely on, where a change reaches everyone it affects.
- Reporting and management informationRegular reports that mostly put themselves together from the records you already keep.
How it works
Understand first, then do the work
We talk
A 30-minute call about how your operation works and what you’d like to be easier.
We look at how the work runs
We spend time with you and the people doing the work, and look at the tools, sheets and messages you use day to day.
We agree what to change
We suggest what would help most, in plain terms, with what’s involved and what it would cost, before anything starts.
We put it in place
We set things up, connect and build what’s needed, show your team how it works and adjust it once it’s in daily use.
Can you connect our supplier orders to the fitting schedule?
Yes. Linking supplier orders and delivery dates to each job means a late delivery is flagged against the install date, so you can rearrange before the fitters are sent out.
Can customers be updated automatically?
Where it helps. Once a job’s stages are recorded, customers can be told automatically when an order arrives, a fit date is confirmed or the job is complete.
We use separate systems for quotes, jobs and accounts. Is that a problem?
No, it’s very common. Connecting them so details are entered only once is often one of the most useful changes we make.
Running an installation business? Let’s talk.
Book a 30-minute introductory call. Bring an example of something that takes more effort than it should, or just tell us how a normal week goes.