Job qualification
Every job arrives ready to go
We do not just take a name and number. By the time a job reaches you, we have captured everything you need to turn up prepared, price with confidence, and book efficiently.
No missing info
Every required field captured before the call ends
Faster turnaround
No chasing customers for details you should already have
Bespoke to your trade
Questions tailored to what you actually need to know
Live call in progress
00:47
Customer name
Contact number
Property address
Property type
Access notes
Job description
Preferred date
Urgency
Job sheet sent to your phone
What we capture
Every question asked for a reason
Each data point we collect is one less thing you have to chase when the job lands with you. Here is exactly what gets captured on every call.
Contact
Full name
So you know exactly who you are visiting and can address them correctly on arrival.
Contact
Best contact number
Confirmed during the call so you can reach them directly without searching through notes.
Contact
Email address
For sending quotes, confirmations or invoices without needing a separate follow-up call.
Property
Full address and postcode
Verified against your coverage area in real time — you only receive jobs you can actually attend.
Property
Property type
Flat, terrace, commercial unit — knowing this upfront helps you price correctly and bring the right equipment.
Property
Access instructions
Gate codes, key locations, parking restrictions — all logged so you are not calling ahead to ask basics.
Property
Tenanted or owner-occupied
Important for landlord jobs — determines who authorises the work and who receives the invoice.
Job details
Full job description
A detailed account of the problem in the customer's own words. Not just "boiler broken" — what is actually happening, how long it has been going on, and any symptoms they have noticed.
Most important
Job details
How long the issue has existed
Helps you gauge urgency and whether the situation may have worsened since the problem started.
Job details
Make, model and age of appliance
For boiler and appliance jobs — allows you to arrive with the right parts or identify known faults before you even knock on the door.
Job details
Error codes or warning signs
If the customer can see a fault code on a display, we capture it. Saves you a diagnostic step on site.
Job details
Previous work carried out
Has someone else already attempted a repair? Are there warranties in place? Knowing this prevents wrong diagnoses and protects you legally.
Booking
Preferred appointment date and time
Captured and checked against your diary so we can confirm availability during the call rather than leaving it open.
Booking
Urgency level
Routine, urgent, or emergency — we triage every job so you can prioritise your day correctly without reading through notes to work it out yourself.
Booking
Budget or price expectations
Only captured where appropriate. Avoids sending you to a job where the customer's expectations are completely misaligned with your rates.
Booking
How they heard about you
Valuable marketing data captured at the point of enquiry — no separate survey needed.
Your questions, your way
Every trade is different. If there is something specific you always need to know — boiler type, access ramp needed, gas card meter present — we add it to your script. The above is a standard baseline. Your setup is fully tailored during onboarding.
Why it matters
The difference a qualified job makes
See exactly what lands in your hands with and without proper job qualification.
Without us
With Installers Connect
Incomplete job sheet
Received 2 mins ago
Customer name
Not captured
Contact number
07... (incomplete)
Address
Not captured
Job description
"Something with the boiler"
Preferred time
Not captured
Property type
Not captured
Urgency
Unknown
What this means for you
You have to call the customer back just to get their name and address
You cannot price or plan the job without more information
You turn up without the right parts and have to make a second visit
You have no idea how urgent it is — urgent jobs sit alongside routine ones
Wasted time chasing = less time on the tools earning
~40min
Average time wasted chasing missing details per unqualified job
Ready to receive jobs that are ready to go?
Every job we pass to you is complete, qualified, and ready to book. No chasing. No guesswork. Just work.