Register your company and complete its profile before accepting work through Stockisto.
1. Register and sign in
Open Register. Enter your company name, organisation number and contact email, then set a password. Check the country and contact details before submitting. If the organisation number is already registered, sign in instead of creating another company.
After Application received, choose Continue setup. Complete the company profile, trades and specialties, coverage and credentials, then finish the profile. You can return to the saved draft.
2. Complete your profile
Open Profile. Save the contact email, phone, website and description. Add the product categories, brands and services you work with under capabilities.
Turn on Show my company in the installer directory when the profile is ready. Public discovery requires both an approved company and directory visibility. A completed profile alone does not approve the company.
3. Check approval
| Status | What it allows |
|---|---|
| Pending | Waiting for review; no public listing or incoming leads. |
| Approved | Can receive leads and appear publicly when visibility is on. |
| Rejected | Not admitted to the network. |
| Revoked | Approval has been withdrawn. |
A brand can separately approve or certify your company for its products. Check those messages at the contact email on your profile.
4. Check where you work
Open Where you work from your profile. Review the saved coverage areas and remove ones you no longer serve. Confirm the areas that are still current. Check coverage before looking for job requests outside your working area.
5. Work your leads
Open Leads. The stages are New, Contacted, Quoted, Won and Lost. Use the source, service and status filters to find the work you need to follow up.
Open a lead to read the shopper's message, contact details and product source. Contact the shopper, update Pipeline status, add private Installer notes and choose Save changes. For a won lead, record the fitted product in Job completion; it appears in Installed base.
Open Quote requests for jobs that need a price. Read the job before sending a quote with a price range and a message. Sending a quote does not mean you won the work.
6. Review Home and invite colleagues
Home lists leads waiting on you, the lead pipeline, unfinished profile work and recorded activity from Find. If leads are missing, check approval, visibility, capabilities and coverage.
In Team, choose Invite a teammate, enter the email and send the invitation. Pending invitations expire after 14 days and can be revoked. Check the recipient before sending. The owner can transfer ownership to a teammate from the same page.
Settings and assistants
Read Notifications and Settings for account preferences. Open Connected assistants to remove an assistant's access; see Connect an AI assistant for connection and revocation steps.