The Installer OS. Compliance built in.
Onroute Intelligence is the field service management platform built for the trades. It brings your jobs, quotes, invoices, payments, scheduling and customer messaging together in one place, with a field app that keeps working when there is no signal. Where other platforms stop, Onroute Intelligence keeps going: its country-specific compliance modules handle the notifications, grant claims and handover packs that would otherwise land back on your desk.
Built for general electrical, EV charging, solar PV, battery storage and heat pump installers, and for every trade with a form to file.
Compliance modules, built in. The paperwork completes itself.
Onroute Intelligence includes compliance modules for EV charging, solar PV, battery storage and heat pump installations, and the same modules cover every other electrical job too. Each module set is specific to the country you work in. Your engineer captures photos and test results once on site, and Onroute Intelligence uses them to complete the Electrical Installation Certificate and notify building control through your competent person scheme. No job can be closed while any of its paperwork is still outstanding.
Features
- Capture photos and test results once, and the certificate, notification and grant claim are completed from them.
- Every electrical job gets its certificate and scheme records, with Part P, DNO notification and grant claims added whenever the job requires them.
- Missing information is flagged while the engineer is still on site, not after they have left.
- Handover packs are assembled automatically when the job is completed.
- The UK module set is included as standard. Module sets for the US and other English-speaking countriesComing soon
- BS 7671
- Part P
- NICEIC & NAPIT
- IET Code of Practice
- OZEV
- G98 / G99
- MCS
- PAS 63100
- Boiler Upgrade Scheme
The right engineer, the earliest date and a day that makes sense.
Onroute Intelligence assigns the right engineer and the most efficient route to every field service job. It matches each job to an engineer with the right qualifications, books the earliest date that works and plans the whole day as one sensible run. Working hours, holidays, real drive times and existing bookings are all taken into account. When plans change, Onroute Intelligence reshuffles the day so your team can carry on.
Features
- Every booking comes with the reason behind it: why this engineer, and why this date.
- The whole day is re-optimised whenever a job is added, moved or cancelled.
- Multi-trade jobs are booked as one: the scaffolder on Monday, the installers on Tuesday and the electrician on Thursday.
- Customers can book online, and are only ever offered dates that genuinely fit.
Work that flows between partners, subcontractors and networks.
Connect with the firms you already work with and pass jobs between you. Manufacturers can send work to local installers, and installers can pass overflow to subcontractors they trust. Nothing gets lost between companies, and your customer only ever deals with one name.
Features
- Each firm manages the job in its own Onroute Intelligence account, using the statuses it already works with.
- Book a partner's engineer and the job is shared with them automatically.
- Lend one of your engineers to a partner for the days you choose.
- Receiving a shared job costs your partner nothing.
A full survey from a few photos. No forms and no site visit.
Send your customer a link and ask them to take a few photos. Onroute Intelligence writes the survey, prices the job from your own price list and takes payment, all under your brand. Your customer also chooses an installation date that already fits an engineer's route.
White-label, included with every plan
Photos
Your customer photographs their fuse board, parking area and meter, using the link you text them.
Survey
Onroute Intelligence completes the technical detail from the photos and only asks about what it cannot see.
Quote
An itemised price is built from your own pricing rules and updates live as the answers come in.
Payment
Your customer pays in the same journey, and picks a date from days that already suit an engineer's route.
The complete field service platform, done properly.
Onroute Intelligence gives you jobs, quotes, invoices, payments, messaging, automations and a field app that works without signal. These are the tools every job management system should provide, done properly, so your office team can stop living in spreadsheets and your engineers can stop living on the phone.
Quotes and invoicing
Go from first quote to an invoice synced with Xero, without retyping a thing.
Job management
Set up custom statuses, job types and workflows that match how you actually work.
Automations
Messages, reminders and next steps are triggered automatically as each job progresses.
Field app
Capture photos, complete the EIC and collect signatures in a loft with no signal. Everything syncs once you are back in range.
Messaging
WhatsApp & RCS soonSend texts from your own number and emails straight from the job, with every reply filed back against it.
Payments
Take card payments over the phone or through the customer's link, paid into your own account and matched to the invoice.
Everything a field service platform does, and the paperwork a generic one leaves to you.
2016
Running installers' operations since 2016
5
Trades with built-in compliance modules: EV charging, solar, battery storage, heat pumps, and fire and security
15
Frameworks in the UK module set, including BS 7671 and Part P
£0
To get started, with every feature included and your first two field users free
AI that takes care of the admin. The AI built into Onroute Intelligence picks up the tasks nobody went into the trade to do.
Comms agent
Coming soonDrafts the emails and texts you would have written anyway, in your tone of voice and ready to send. Nothing is ever sent without your approval.
Scheduling agent
A tighter day suggested as each job lands, with the reason: the engineer, the date, the driving it saves. You decide, or let Onroute book it.
Onboarding agent
Turns customer photos into surveys and only asks about what the photos cannot show. Coming soon, it will also write the job notes your engineer needs from the customer's answers.
Built around the trades, with compliance built in.
Each trade gets the surveys, job types and paperwork it needs, all managed from one diary. In the UK module set, the same EIC, test results and Part P notification also cover general electrical work.
Bring your leads with you. Networks and manufacturer platforms are where work gets allocated. Onroute Intelligence is where you run it.
Web enquiries and tracked calls already arrive as jobs, and imports from the platforms that send you work are on the way, giving you one list of enquiries whatever the source.
Moving from Simpro, ServiceTitan, Jobber or a spreadsheet?
You keep your jobs, quotes and invoices, and gain compliance paperwork that completes itself as the work is done: the certificate, notification and claim all come from one record. Scheduling, job sharing and a customer portal under your brand come with it.
Your jobs, your way
Use your own statuses, job types and price list. Quotes become invoices without retyping, and every invoice syncs to Xero.
Paperwork completed on the job
The EIC and grant claim are filled in from photos and readings taken once, with the DNO and building control notified whenever the job requires it.
A diary that plans itself
Onroute Intelligence picks the right engineer and the earliest date, and keeps each day an efficient route. When a job is cancelled, it reshuffles the day so you can carry on.
Jobs that cross company lines
Pass overflow to a subcontractor or take on work from a brand. Each of you sees the job in your own Onroute Intelligence account, and receiving work is free.
From one van to a national network.
Whatever size your installation business is today, Onroute Intelligence works the way you do. Installers have been running their operations on it since 2016.
The platform’s intuitive design has significantly improved our team’s efficiency, allowing us to better track and manage every stage of the customer journey. This, in turn, has led to higher customer satisfaction and smoother project execution.
Andy EvangelouManaging Director, Plug In StationsOnroute has consistently supported our business by serving as the ideal middle company, seamlessly bridging the gap between suppliers, installers, and clients. Whether it’s coordinating with the DNO, a self-certification provider, or the end client, Onroute has simplified the entire process for us.
Free to start.Bring your first job.
Every feature is included, your first two field users are free and office users are free forever. Book a demo and bring a real job with you.