Run every install from signed to handover
When a deal is won it becomes a job - survey, design, installation and handover tracked in one place, so nothing gets dropped between the sale and the site.
Job · Clara Nevin
6.2 kW · €13,860Survey
Completed · 12 Mar
Design approved
Completed · 18 Mar
Installation
In progress · day 2 of 3
Handover & sign-off
Scheduled · 24 Mar
Every job, stage by stage.
Every install, stage by stage
Every install, on one tracker.
A won deal becomes a job and moves through six clear stages - deposit paid, site survey, design sign-off, install booked, installed and handover. Everyone can see where each job stands, and the customer gets an update the moment it moves.
- Six stages from deposit paid to handover
- See where every live job stands at a glance
- The customer's update is sent as each stage is reached
Photos, documents and sign-off on the job.
Keep everything for an install in one place - site photos, the paperwork and a checklist of what's left - so the office and the crew work from the same record, not a WhatsApp thread.
- Upload site photos straight to the job
- Documents and handover sign-off kept on the record
- A checklist of what's left on every install
Why installers move to Voltflo.
One system, sale to site
The same record runs the sale and the job - no handoff to a separate tool or spreadsheet.
Nothing dropped
Every stage is visible, so jobs don't stall between the sale and the install.
Your team knows what's next
Clear ownership and status so everyone knows where each job stands.
Explore the rest of the platform
Frequently asked questions
What stages does a job move through?
A won deal becomes a job and moves through six clear stages - deposit paid, site survey, design sign-off, install booked, installed and handover - so everyone can see where each job stands at a glance.
Does the customer get updates as the job progresses?
Yes. The customer can get an update as each stage is reached, so they're kept in the loop without your office having to chase and message them manually.
Can the crew and office work from the same record?
Yes. Site photos, documents, handover sign-off and a checklist of what's left all live on the job, so the office and the crew work from one record instead of a WhatsApp thread.
Does the sale carry over into the job automatically?
Yes. A signed proposal with a deposit paid moves straight into a job on the same system - no re-keying and no handoff to a separate tool or spreadsheet.