“We install everything from water heaters to commercial kitchen equipment. Agiled keeps every type of install organized in one system.”
TB
Tom Brennan
Owner, Brennan Installation Services
For Installation Services
Business Management Software for Installation Services
Installation services business management software that puts your pipeline, crew scheduling, and invoicing in one platform. Book more installs, coordinate teams, and get paid on time.
No credit card requiredFree 14-day trial
Crew scheduling & coordination
Different install types need different tools, skills, and timelines—scheduling the wrong crew to the wrong site wastes everyone's time.
Match the right crew to every job. Track install progress, material deliveries, and site readiness on one board.
Invoicing & payments
Tracking deposits, material costs, and final balances across many simultaneous installs leads to invoicing mistakes and delayed payments.
Send invoices the moment an install is complete. Track deposits, progress payments, and outstanding balances in one dashboard.
Estimates & proposals
Quoting installs with varying materials, labor, and site conditions takes time—slow estimates lose jobs to faster competitors.
Build detailed estimates with line items for materials, labor, and equipment. Send for approval and convert accepted estimates into invoices and projects with one click.
Appointment scheduling
Coordinating site visits, material deliveries, and install windows across multiple properties leads to missed appointments and wasted drive time.
Let customers book site assessments online and schedule install windows with crew availability built in. Automatic reminders reduce no-shows.
Material & fuel expenses
Every install requires different materials, fasteners, and consumables—tracking costs per job is tedious but essential for margin protection.
Log material purchases and fuel costs per job as they happen. Compare actual spend to your estimate so you catch margin leaks before they add up.
Customer job portal
Homeowners and builders constantly call or text asking about install status, delivery dates, and completion timelines.
Give clients a self-service portal where they can check job progress, view scheduled dates, approve estimates, and download invoices without calling you.
How it works
How installation service businesses use Agiled
See how Agiled fits into your daily operations.
1
Capture the request
A customer or contractor requests an installation quote. The lead enters your pipeline with project details.
2
Schedule the site assessment
Book a walkthrough to evaluate the space, take measurements, and discuss options with the customer.
3
Build the estimate
Create a detailed proposal with equipment, materials, and labor. Include installation timeline and warranty terms.
4
Send for approval and collect deposit
Deliver the estimate digitally. Once approved, send a deposit invoice to secure the installation date.
Done
Built for installation services
Everything you need to run a professional installation business
From the first inquiry to the final walkthrough, Agiled keeps your installation operation organized and profitable.
Lead pipeline
Track every install request from first contact to booked job. Automate follow-ups and close more business.
Crew scheduling
Match the right crew to every job based on skills and availability. Track material deliveries and site readiness.
Instant invoicing
Generate and send invoices on completion. Collect deposits upfront and accept online payments.
Material tracking
Log materials per job and compare actual costs to your quote. Protect margins on every install.
Customer profiles
Store install specs, warranty details, and service history per customer. Make follow-up and warranty work seamless.
Photo documentation
Capture before, during, and after photos for every install. Build your portfolio and resolve any disputes.
Online estimates
Send detailed estimates with material and labor breakdowns. Clients approve online and you start the install faster.
Expense tracking
Log material, fuel, and equipment costs per job. Compare actuals to estimates and protect your margins.
Client portal
Give customers a self-service view of job status, schedules, and invoices. Fewer phone calls, happier clients.
Testimonials
Trusted by installation services who value their time.
“Sending a professional estimate on the spot instead of following up later wins jobs. Customers decide while we are still in front of them.”
NH
Nicole Hart
Sales Manager, ProInstall Co.
“Warranty tracking used to mean digging through filing cabinets. Now every serial number and install date is on the customer profile.”
JO
James Okafor
Service Manager, Allied Installation Group
Integrations
Connects with tools you already use.
QuickBooksStripeGoogle CalendarGmailZapierSquareOutlook+100 more
FAQ
Common questions about Agiled for Installation Services
Yes. Whether you install windows, cabinets, solar panels, or appliances, Agiled adapts to your workflow with customizable pipelines and project boards.
Assign crews based on skills and availability. The board shows who's assigned where so you avoid scheduling conflicts.
Absolutely. Send deposit invoices upfront and final invoices on completion. Track both in one payment dashboard.
Yes. Agiled works for solo installers and multi-crew companies. Start with the features you need and scale.
Yes. Log warranty details on customer profiles so you can quickly reference them for any callbacks or follow-up service.
Ready to install better business systems?
Agiled brings your leads, crew scheduling, and invoicing into one platform. Start free and keep every job on track.
No credit card requiredFree 14-day trialCancel anytime