Software for installers. From the first message to the invoice, in one record.
Enquiry, survey, quote, scheduling, job sheet and invoice all run through the same record. Customers book their own visits, the engineer has everything on their phone and dot does the groundwork.
- Enquiryby email · Thu 17 Sep
- SurveyMon 28 Sep · Daan
- Quote€ 15,279.88
- Approvalonline · Thu 1 Oct
- SchedulingMon 12 and Tue 13 Oct
- Job sheetduring installation
- HandoverTue 13 Oct
- Invoicein 3 instalments
From enquiry to approval.Without anything falling through.
An enquiry becomes a record, the customer picks a time for the survey and approves the quote online. Every step moves the record on to the next.
Enquiry
Every enquiry lands in one place.
Email and WhatsApp come together in the team inbox, one conversation per customer, with their records alongside. dot reads your email along with you, finds the right record and lines up what needs doing. You check it and decide.
- Your own email address and WhatsApp number, for the whole team
- Assignment, topics and internal notes per conversation
- On an email, dot suggests a task, a booking link or a reply
We want to get off gas and are thinking about an air-to-water heat pump. Could you come and see what is possible in our house?
Thomas wants a heat pump for his home in Amersfoort and asks for a survey.
Create the Heat pump record and book the survey
Task for Office
Draft to Thomas
Goes into the reply box, nothing is sent
Thomas van Leeuwen wants to get off gas and asks for a survey. dot lines up a task for Office and a confirmation to Thomas.
Survey
The survey, on site on a phone.
The customer picks a time for the survey, and if you like the installation as well, in one go. On site the surveyor fills in the survey form on their phone: insulation, heating, supply and photos. Once submitted it is saved as a PDF on the record.
- Start it from the appointment in the portal; the visit then shows as Busy
- Questions that only appear when an earlier answer fits
- The survey form is saved as a PDF on the record
Monday 28 September: insulation fair, a gas boiler today, a 3‑phase supply and underfloor heating downstairs. Daan adds three photos.
Quote
A quote from your own catalogue.
Click products and bundles into the quote, with quantities, VAT and a discount if you like. Add a personal message and send it from the record. The customer gets a polished email with the link and the PDF.
- Your own PDF design, numbering and terms
- Cost price per line, so you know your margin
- A reminder if the customer still has not signed after a few days
Air‑to‑water heat pump 8 kW with buffer tank, hot water cylinder, consumer unit, pipework and fitting. Six lines, € 15,279.88 including VAT.
Approval
The customer approves on their phone.
The customer opens the quote on their phone, with your logo, their adviser and exactly what is included. They tick the approval box, type their name and confirm. The record moves to the next status by itself.
- Name, time and IP address are recorded with the approval
- Viewed, accepted or expired: the status keeps itself up to date
- A confirmation goes out on approval, if you want one
- Buffer tank 100 litres
- Hot water cylinder 200 litres
- Fuse box upgrade
- Pipework and insulation
- Installation and commissioning
Thomas has ticked the approval box and typed his name. Once he taps Accept, the record is on Approved and his name, the time and IP address are recorded.
From scheduling to invoice.The work itself, and what follows.
The right engineer on the right day, a job sheet dot can check, and an invoice that goes from the record into your accounts.
Scheduling
The right engineer, on the right day.
In the calendar every engineer or crew has a lane of their own, with the travel time between appointments. The map shows everyone's stops in order. Pick up a job and whoever lacks the skill or does not cover the area fades out.
- Skills follow from the products on the record
- Moving a visit? You decide whether the customer gets an email
- A message on Scheduled or On the way, if you want one
Thomas's installation is picked up. Ruben and Daan do heat pumps in Amersfoort. Sven lacks that skill and Noah works outside the area, so they fade out. Ruben's whole day is still free.
Job sheet
The job sheet lives on the engineer's phone.
In the portal the engineer sees their appointments and starts the job sheet: materials, photos, scanned serial numbers and the customer's signature. Once it is submitted the PDF lands on the record, and if you switch it on, dot checks it straight away.
- No app store needed: the portal goes on the home screen
- dot checks photos and serial numbers and says what is missing
- Rejected? The engineer sees why and fills in the gaps
The heat pump team fills in the work order at Thomas's: outdoor unit on the back wall, pressure 1.6 bar, three photos and his signature. The PDF lands in the record right away.
Handover
The handover form moves the record on.
Link a record status to every form status. When the office approves the handover form, the reviewer picks Handed over or Snag, and whatever you attach to that status happens by itself: the aftercare email, a task or a WhatsApp.
- On approval you choose Handed over or Snag
- Rules create tasks, send a WhatsApp or set a status
- Every rule has an on/off switch; the log shows what it did
Submitted puts the record on To review, accepted on Handed over or Snag. Once it reaches Handed over, the Heat pump aftercare email goes out by itself.
Invoice
Invoicing from the record.
With the Accounting module the lines on the record go to Exact Online, in one go or in instalments. You send the invoice from your accounting package, and the payment status comes back to the record by itself.
- Instalments such as 30/30/40, adjustable per record
- A follow‑up invoice deducts what was already invoiced
- Invoicing a partner instead of the end customer works too
€ 4,583.96 from Thomas van Leeuwen is marked as paid in Exact. The second instalment has been sent, the final payment is scheduled.
Survey and installation in one link.The customer books, you don't have to call.
With smart planning the customer picks from the best moments for the survey, worked out live on availability, travel time, skills and service area. Put the installation behind it and they pick that too, on the same screen. Both land in the calendar and the record moves on.
As many days in between as you want
You set the minimum number of days between survey and installation. The customer only sees installation days after that.
The surveyor or their teammate
Choose whether the installation preferably or always goes to the surveyor. If Daan and Ruben work together, it may go to Ruben too.
Always room for the installation
stipt only offers survey days after which the installation really fits. If it fits nowhere, the link does not go out and the planners get the record.
Skills count ahead
If it must always be the same engineer and the installation needs a skill the survey does not, the survey only goes to someone who may also do the installation.
Built for installation work.The details that matter.
From one visit for two records to serial numbers, partners and numbers. What installers use it for every day.
Subcontractors and partners
Partners work in the portal and only see their own jobs. With self‑billing you draw up their invoice on their behalf and they approve it.
Where enquiries drop off
See per status flow how many enquiries became a survey, a quote and an approval, and where they drop off.
After handover, service begins.And faults get priority.
A customer messages on WhatsApp that the boiler has stopped. dot flags the conversation red, so it sits at the top of your inbox, with the reason. On the record alongside, the service has its own number and status, and you can see Kees is coming by today at 10:30.
- Red and yellow flags on email and WhatsApp, red first
- Maintenance and faults with their own status, next to the finished project
- Returns and serial numbers go on the engineer's job sheet
- You book a service visit from the service itself
Boiler down (F28), with a baby at home. She messaged this morning.
Also in stipt.What installers use alongside.
Frequently asked questionsAbout stipt for installers.
Do we keep our own email address and WhatsApp number?
Yes. Email connects through Microsoft 365, Gmail or IMAP. WhatsApp Business runs on your own number through the official Meta integration.
Do engineers need to install an app?
No. The portal works in the browser and goes on the phone's home screen. Engineers see their own appointments there and fill in the job sheet.
Does stipt connect to our accounting package?
Exact Online is available: invoices go from the record into your accounts and the payment status comes back. Using a different package? Ask about it in the demo.
Can subcontractors work with us?
Yes. They work in the portal and only see their own jobs. You can pass work on to a partner and follow along, and with self‑billing you draw up their invoice on their behalf; they approve it.
Does it handle heat pumps, solar panels and boiler servicing at once?
Yes. You create a record type per kind of work, with its own fields, statuses and forms. If a customer has solar panels and a home battery that need scheduling together, you schedule it as one appointment while each record keeps its own status.
Does the AI decide on its own?
No. dot suggests and you confirm. Emails never leave without you, and anything that runs on its own is something you switch on yourself.
What is good software for an installation company?
Software that keeps enquiry, site survey, quote, scheduling, work order and invoice in one record, so nothing gets stuck between two tools. stipt is built for that: a team inbox for email and WhatsApp, scheduling on travel time and skills, quotes with online approval, the work order on a phone and invoices to Exact Online.
From the knowledge base
Walk through your own job in stipt.
Book a 30‑minute demo. We take one of your jobs as the example, from the first enquiry to the invoice.