User Journeys
From first lead to certificate—see the workflows installers, subcontractors, and customers follow every day.
How installers and coordinators work in the main web app.
The core sales-to-delivery pipeline
Leads → Create Lead. Add customer, property, product type, material pack.
Add notes, update status, use Kanban or Table view.
From lead view, click Convert to Quote. Add line items.
Email with secure token link. Customer views at public-view URL—no login required.
Via link or customer portal. Accept/reject with optional comment.
From accepted quote. Project inherits property, customer, documents structure.
From project creation to MCS certificate and export
Projects → Create Project. Select property (or create new), link customer, choose measure type (Solar PV, ASHP, Battery Storage), add project details (address, dates, notes). Save. Project starts in draft.
Open project → Documents tab. Upload documents (single or bulk), assign MCS document type. Compliance % updates in real time. Toggle “visible to customer” for docs to share with portal. Use document requests for outstanding items (optional).
Admin assigns forms (Form builder). Installer opens project → Forms, fills fields, uploads photos, adds notes. Request customer signature if needed. Submit form; status updates.
(If ASHP/Solar) Run calculation tools (e.g. Heat Loss, ASHP Sizing). Attach outputs to project.
View checklist in project. Track missing items. Progress through stages (draft → in progress → compliant). As documents and forms complete, compliance % increases.
At 100% compliant → generate MCS certificate.
Export → Project pack (ZIP). Download full pack (documents, forms, tool outputs). Use for archiving, handover, or MCS submission.
Reuse standard product sets across quotes
Material Packs → define products and quantities.
New quote or convert from lead.
Pick from saved packs.
Products and prices flow in from pack. Adjust as needed.
Control what customers see in their portal
Documents → upload, categorise by MCS type.
Per document. Only customer_visible docs appear in their portal.
Customer logs into portal → Documents. Grouped by project.
Assign and track subcontractor work
Subcontractors → invite via secure token or create limited account.
Project with property, customer, documents.
Assign document types, forms, or appointments to subcontractor.
Sees only assigned work. Portal or PWA.
Submit documents, complete forms. Status updates automatically.
Give customers their own dashboard
Customer profile with linked portal user account.
Toggle in customer profile. Can be disabled anytime.
Redirected to /customer/dashboard.php. Overview of quotes, invoices, documents.
Quotes (accept/reject), invoices (PDF), documents (grouped by project).
If access is disabled, customer sees portal-disabled page.
How installers use the Progressive Web App on-site.
Capture leads in the field, even offline
Add to home screen for app-like experience.
Fill details (customer, property, product type). Works offline.
Automatic or manual. Data flows to portal.
Share target: share a URL or text into the PWA to create a lead.
Accept/decline and complete forms on the go
View pending appointments and assigned forms.
Confirm availability from your phone.
Fill fields (offline supported). Submit when online.
Offline edits from multiple devices show conflict resolution—choose which version to keep.
How customers and signers interact without an account.
Secure token-based quote sharing
Customer receives email with secure token link.
Views quote at /quotes/public-view.php?token=...
Token-based flow—no account required. Or log in to customer portal for full access.
Capture signatures without requiring login
Email with secure link.
Clicks through to /forms/sign.php
No login required. Signature stored with submission.
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