Faster quotes. Every customer followed up. Everything tracked.
Installerboard brings quotes, jobs, scheduling, follow-up and numbers into one system. You send quotes in minutes, every customer is followed up automatically, and you see what every euro brings back.
- 14 days free
- No lock-in
- EU-hosted
- English and Danish
Included from day one
- 1
- login for office, technicians and boards
- 10
- ready-made follow-up flows
- 20+
- widgets for dashboards and TV boards
- 13
- countries with VAT, currency and document language
Growth needs overview
We ran a service company on three systems: one for jobs, a CRM for follow-up and a dashboard tool on the side. The more people and jobs we had, the less we could see. Quotes were forgotten and the numbers always came too late.
So we built one system where everything is connected. Every quote is followed up on its own, and we see win rate, leads per source and contribution margin live. We run the whole business on it today.
Send quotes faster
Templates, standard texts and an item catalogue. A quote in minutes, sent straight to the customer and turned into a job with one click.
Follow up every customer
Every quote is followed up automatically: email right away, a reminder after three days, a message when the quote is about to expire.
Track everything
Every lead, quote and job with its source. Ad spend from Meta and Google, cost per lead, win rate and ROAS, live.
See what you make
Cost price, markup and contribution margin on every quote. Hours and labour cost per job and per technician.
From first call to paid invoice
Five steps. Everything happens in the same system, and each step shows up on the next screen.
Never forget a customer
Every status change can trigger a flow. Ten ready-made flows ship with the system, and every step can be edited.
- Quote sent
Confirmation email, message from the salesperson after 3 days, "any questions?", "your quote expires soon", follow-up tag after 30 days.
- Quote lost
Long-term nurture over 3–24 months with five emails.
- Job scheduled
"Your appointment is booked" with date and time.
- Meeting booked
Confirmation, reminder 1 hour before and 5 minutes before.
- Invoice sent
NPS 1–10. Review request on 8–10, internal alert on 1–7.
- Filter reminder
4 months after installation, then every 6 months.
- Service agreement offer
50 days after the invoice.
- Invoice overdue
Reminders in three levels with fee.
- Reply received
Email to the responsible salesperson with the customer's reply.
- New lead
Alert to sales and automatic follow-up.
Emails are sent from your own sender with consent and unsubscribe in every message. Every send is logged in the outbox.
See your numbers live
Dashboard with 20+ widgets per user: revenue, quotes sent, win rate, leads per source, lead → quote → job, hours and billable share. Pick a period, move the widgets.
Boards for the office screen: sales leaderboard, technicians, finance, departments. Templates included. Show a board on a TV with one link, no login.
- Ad spend
- Cost per lead
- Cost per job
- ROAS
- Win rate
- Leads per source
- Lead → quote → job %
- Pipeline
- Quotes sent (count and value)
- Jobs created and closed
- Invoices
- Hours and hourly cost
- Sales leaderboard
- Technician leaderboard
Who it's for
Air Pro installers, service companies and heat pump installers with 2–50 people that sell, install and service.
Companies that want to grow without losing the overview, and want follow-up, reminders and repeat sales to run on their own.
Bookkeeping. Installerboard produces the invoices, your accounting system books them. Accounting integrations are on the way.
Courses and community in the same system
Onboarding courses and a members' community are part of the platform, not a separate tool. Give your partners or your own technicians a login to the portal, publish a course, open a group.
- Courses with modules and lessons
- Access per member
- Groups with posts, comments and polls
- Used today for installer onboarding
One price. Everything included.
14 days free with every feature. After that no lock-in, cancel at the end of any month.
SMS is coming as an add-on module, billed separately.
Try free for 14 days- All modules: customers, quotes, jobs, scheduling, time, invoicing
- Email flows, templates and outbox
- Dashboard and TV boards
- Technician app for the phone
- Academy, portal and community
- EU hosting, backups and updates
- English and Danish interface
Questions and answers
Can we try it for free?
Yes. You get 14 days free with every feature. We start with a 30-minute walkthrough online and set up your account afterwards.
Where is our data stored?
In the EU, in your own organisation, separated from everyone else's. Export at any time.
Can we move from our current job system?
Yes. Customers, quotes, jobs, hours and invoices are imported. We have done it ourselves with over 5,000 jobs.
Does it work with our accounting system?
Invoices are generated as documents today. Direct sync to accounting systems is on the roadmap. Tell us which one you use.
Does it work on the phone?
Yes, as a web app for technicians: My Day, hours, calendar, photos. App Store version later.
Which languages?
The interface is available in English and Danish. Documents can be issued in Danish, English, Swedish, Norwegian and German with local VAT, currency and formats.
Is there a binding period?
No. Per user, per month.
How do we start?
Book a 30-minute demo. We show the system on your type of jobs.
Try Installerboard free for 14 days
Start with a 30-minute walkthrough online. We set up your account afterwards.
Start free trial