Capture
Photos and notes stay with the job.
12 photosField notes
Install-readiness workspace
For HVAC teams who are tired of software.
InstallDesk helps salespeople stay on track with their jobs — and helps install managers stay on track with their sales team.
From the first photos to the final written quote, InstallDesk keeps the important stuff organized, catches what's missing, and gives the install team a clean handoff when the job is sold.
Less software to manage. Fewer things to remember. Better jobs going to install.
Request Invite →The InstallDesk job path
Job on trackOne job. Nothing lost between sales and install.
Quote
Build a written scope the customer and crew can follow.
Scope readyEquipment set
Handoff
Required work arrives together. Missing pieces get flagged.
QuotePhotosChecked
Review
Approve the job or return it with exactly what needs attention.
Ready for install
Sales knows what is leftInstall knows what is coming