Every charger fitted, certified and signed off
Survey, quote, and take a deposit on the job, then send a certified installer (Essentials and up) to fit it — capture a signed commissioning sheet and bill by card link (Essentials and up; connect your own Stripe or PayPal), all from one job record.
✓ No card required · ✓ Invoiced by bank transfer
Ring any bells?
EV installs mean grant paperwork, notifiable work and the right qualification — miss one and the job's void.
Surveys that never convert
A load survey and a photo sit in your phone while the customer books someone quicker. Turn the survey straight into a tracked quote, then take a deposit on the job to lock it in.
Wrong installer, void install
Notifiable work needs the right qualification — send someone without it and the certificate isn't worth the paper. The dispatch guard (Essentials and up) won't let it happen.
No record of the unit
A fault call comes in and no one knows the charger make, serial or which way the load was balanced. Every unit sits on the property's record (Essentials and up).
Survey it, quote it, take a deposit
Price the fit from your price book (Essentials and up) — charger, cable run, consumer-unit work, labour — with VAT per line. The customer accepts online, you take a deposit on the job to lock in the fit, and the quote tracks its own opens and expiry so nothing goes stale.
- Price book for units, cable runs and labour
- Online acceptance with open and expiry tracking
- Deposits on jobs to lock in the fit date
The right ticket, or the job won't dispatch
Hold every installer's qualifications and cards in a register with expiry alerts (Essentials and up). On notifiable work that needs a specific ticket, the dispatch guard blocks anyone who doesn't hold it, and the board flags double-bookings before you commit.
- Certification register with expiry alerts
- Dispatch guard blocks unqualified assignment
- Double-booking checks on the board
Every charger logged where it lives
Register the installed unit against the property (Essentials and up) — make, model, serial, warranty and how the load was set — with a service history that builds on every callout. Come back for a fault knowing exactly what you fitted and when.
- Asset register per property, with serial and warranty
- Service history built up over every callout
- Multiple sites kept under one customer
Commissioned and signed for on the driveway
Work the commissioning checklist on site (Essentials and up) — earthing, RCD test, app pairing, handover — and capture the customer's signature on the completion sheet before you pack up. It runs in any phone browser, so there's no app to install and nothing to sync later.
- Job checklists for commissioning and handover
- Signed completion sheets captured on site
- Runs in any phone browser — no app to install
Card-link invoice (Essentials and up; connect your own Stripe or PayPal), deposit already deducted
Turn the finished fit into an invoice with the deposit netted off and a Stripe or PayPal card link on it. Automatic reminders chase late payers, the aged-debtors view shows who owes, and the customer can settle up in the portal (Essentials and up).
- Card-payment links with the deposit deducted
- Automatic overdue reminders + aged-debtors view
- Customer portal to view and pay
Built-ins EV installers lean on
Certified installs, signed off and paid
Try Field 2 Service free for 14 days — quote a fit, load your certs, run the commissioning checklist. No credit card required.
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