Customers
- List with search, filters and quick view
- Contact persons and delivery addresses
- Customer categories with payment terms
- Statement and all activity in one place
installerboard.com/app
All features
Everything below exists in the system today. Nothing here is a plan or a promise.
Quotes
- Templates, standard texts and item catalogue
- Tasks and lines, merge lines, checkboxes
- A4 preview with your own layout
- Copy, mark lost, send, convert to job
installerboard.com/app
Jobs
- Overview with status, type, department and owner
- Scheduled time, hours, materials and invoice draft on the same page
- Sub-jobs, order confirmation, quote from job
- Description, notes and completed work
installerboard.com/app
Planning board
- Day, week and month per employee and department
- Colour by status, job type, department or employee
- Zoom, compress and full screen for the planning wall
- Quick view of an event with status change
installerboard.com/app
Technician app
- My Day with today's jobs, map and phone
- Start/stop timer, log hours and materials
- Photos straight onto the job
- Comment that lands in notes and the activity log
My Day
Time approval
- Approve hours per employee and period
- See hours per job before invoicing
- Hours grouped per employee on the invoice
Invoicing and reminders
- "Fetch lines": hours, materials, quote lines, from another invoice
- Partial invoices with deductions, surcharges and credit notes
- Reminders level 1–3 with fee
- VAT rate and currency per invoice
installerboard.com/app
Flows
- Ten ready-made flows: quote sent, quote lost, job scheduled, meeting booked, invoice sent, filter reminder, service agreement, overdue invoice, reply received, new lead
- Step editor with waits, conditions and tags
- Consent and unsubscribe built in
installerboard.com/app
Leads and tracking
- Lead intake from website, Facebook lead form and chatbot through one API: the customer is created or matched on email/phone
- Source is stored on the customer and the "New lead" flow starts with an alert to sales
- Leads per source and lead → quote → job as a percentage on dashboards and boards
- Opened, clicked and replied per email and SMS in the outbox
Templates and outbox
- Email templates with your layout and fields from the job
- Outbox with delivery status per message
- Senders per employee or company
Dashboard
- 20+ widgets: KPIs, lists, charts and tables
- Period picker: month, year, 30/90 days, from–to
- Customise per user, save as company default
installerboard.com/app
Boards
- Templates: sales board, technicians, finance, departments
- Leaderboards, targets and periods
- Show on a TV with one link, no login
installerboard.com/app
Documents and photos
- Folders on job and customer
- Upload from camera or file, automatic downscaling
- Attach to invoice and quote
Academy and community
- Courses with modules and lessons
- Portal with its own login for members
- Groups with posts, comments and polls
installerboard.com/app
Settings
- Layout designer for quote, order confirmation, invoice and credit note
- Number series, statuses, types, departments and categories
- 13 countries with VAT, currency and document language (da/en/sv/no/de)
- Employees with login and permission groups
Search and language
- Global search across customers, quotes, jobs and invoices
- Interface in English and Danish per user
- Activity log on everything
On the roadmap
- Sync to accounting systems
- Meta Ads integration: ad spend and cost per lead per campaign
- Website tracking: visit → lead → job
- SMS as an add-on module
- App for App Store and Google Play
- Built-in booking