CRM for Australian installers

Run leads, quotes, jobs, and installers from one clear platform.

Instora is an Australian installer CRM and operations platform for solar, batteries, air conditioning, hot water, EV chargers, and growing field-service installation teams.

Built in Australia for Australian installation businesses

Instora CRM dashboard showing lead pipeline, job schedule, customer activity, and reporting for installation businesses
One workflow
Lead to install
Local teams
Australia first
Office or field
Cloud based
Ready to grow
Multi-trade
SolarBatteriesAir conditioningHot waterEV chargersElectrical upgradesMaintenanceField serviceSolarBatteriesAir conditioningHot waterEV chargersElectrical upgradesMaintenanceField service

The daily drag

Installer businesses lose margin when work is spread everywhere.

Every tool you bolt on adds another place to check. The cost shows up as slow follow-up, forgotten jobs, and customers left guessing.

  • Missed leads after busy site days

  • Manual follow-ups living in inboxes and notebooks

  • Jobs tracked across spreadsheets, messages, and memory

  • Quote and installation pipeline confusion

  • Customers chasing updates your team already knows

The Instora approach

One platform for the full installation workflow.

Manage leads, quotes, customers, jobs, installers, follow-ups, and business visibility without stitching together spreadsheets, inboxes, calendars, and message threads.

Everything in one record

Nothing lost between teams

Features

Lead and job management for installers

Practical CRM workflows for installation businesses that need less admin noise and better visibility from first enquiry to completed job.

Multi-service support

Built for solar now, with workflows that can support batteries, air conditioning, hot water, EV chargers, and more. One operating system for every job your team takes on.

  • Shared pipeline across trades
  • Job types tailored per service
  • Room to add new offerings

Lead and enquiry management

Capture new enquiries, assign ownership, and keep every opportunity moving from first call to booked quote.

Customer CRM

Keep customer details, notes, addresses, conversations, and service history in one accessible place.

Quote and sales pipeline

Track quotes by stage, understand what needs attention, and help sales teams follow up at the right time.

Job and installation tracking

See booked installs, in-progress work, handover tasks, and completion status without another spreadsheet.

Team and installer coordination

Give office teams, salespeople, and installers clearer context before every call, quote, and site visit.

Follow-up reminders

Reduce dropped opportunities with practical prompts for customer updates, quote checks, and post-install care.

Reporting visibility

Give owners a cleaner view of lead sources, pipeline health, revenue movement, and team workload.

Industries

Starting with solar, ready for more trades

Instora is not locked to one trade. It is shaped around the repeatable installation workflow shared by modern Australian energy and service providers.

Solar installers

Residential and commercial PV from enquiry to STC paperwork.

Battery installers

Storage upgrades, retrofits, and follow-on opportunities.

Air conditioning installers

Split systems, ducted jobs, and seasonal service work.

Hot water system installers

Heat pump and replacement jobs with rebate context.

Electrical and energy upgrades

Switchboards, EV chargers, and efficiency work.

Future field-service teams

Any installation business that runs on leads and jobs.

How it works

A simple path from enquiry to completed install

Keep the operational flow familiar while giving every team member a cleaner place to work.

  1. 1

    Capture

    Bring in leads from calls, forms, referrals, and campaigns.

  2. 2

    Quote

    Manage the sales process with a clear, visible pipeline.

  3. 3

    Schedule

    Track installation jobs from booking through to completion.

  4. 4

    Update

    Keep customers informed before, during, and after the install.

  5. 5

    Measure

    See business performance without chasing reports manually.

Built for operators

Less admin. Better follow-up. Clearer decisions.

A field service CRM Australia can actually use day to day: practical enough for small teams, structured enough for owners who need visibility as the business grows.

  • Built for Australian service businesses
  • Reduce admin work and duplicated data entry
  • Improve lead conversion with clearer follow-up
  • Keep jobs organised from enquiry to install
  • Give owners better visibility across the whole business

Pricing

Simple pricing is coming soon.

Flexible plans are being prepared for Australian small-to-medium installation teams. Request early access to discuss fit, rollout, and requirements.

FAQ

Practical answers before you book a demo

A quick guide for installation businesses considering Instora for lead, customer, and job management.

Is Instora only for solar businesses?

No. Instora starts with solar installer CRM workflows, but the product is being shaped for broader Australian installation and service businesses.

Can I use it for air conditioning or hot water installations?

Yes. The platform is designed around leads, quotes, customers, jobs, installers, and follow-ups, which also fit air conditioning, hot water, batteries, EV chargers, and similar workflows.

Is it suitable for small teams?

Yes. Instora is aimed at small-to-medium installation businesses that need clearer operations without adding enterprise software complexity.

Can it manage leads and installation jobs?

Yes. The core workflow connects lead management, sales pipeline visibility, customer records, job tracking, team coordination, and reporting.

Is it cloud-based?

Yes. Instora is a cloud-based CRM and operations platform, so teams can access their work from the office or in the field.

Can I use my own domain later?

The SaaS app is planned to run on app.instora.com.au first. Custom domain options can be considered as the product and customer portal features mature.

Early access

Ready to see how Instora could fit your installation business?

Book a demo and share how your team currently manages leads, quotes, installs, and customer follow-up.