Installer Guide

This guide is for installation companies who want to receive consumer leads through Stockisto. It walks you through registering your company, the approval gate that controls when leads start flowing, your leads Kanban board, and how to draw the service coverage areas where you operate. Everything here describes the installer portal — a separate app from the supplier dashboard.

How the installer network works

Stockisto connects three parties: suppliers (the brands), retailers (where products are sold), and installers (you — the company that fits or services the product). When a consumer finds a product on a supplier's "where to buy" locator, they can request an installer to do the work. That request becomes a lead routed to your company.

Before any of that can happen, your company has to be registered and approved. Approval is a real gate, not a formality:

• Leads can only be submitted to a company whose approval status is Approved.
• Your company only appears in the public installer finder when it is Approved and your profile is set to visible.

The rest of this guide covers each step in order.

Step 1: Register your company

Go to the installer portal and open the Register page (/register). Fill in the registration form:

Registration posts to POST /api/v1/installers/companies and is anonymous — you do not need an account to register. On success the page confirms your company is pending review and links you to the sign-in page.

Your company is created with approval status Pending and profile visibility off by default. Neither leads nor public discovery are active yet.

Signing in

After registering, sign in at the portal Sign In page (/login). You can sign in three ways:

• Password — email and password.
• Magic link — enter your email and click "Email me a magic link instead"; we send a one-time sign-in link.
• Google — "Sign in with Google".

Once signed in you land on the Dashboard, with sidebar navigation to Dashboard, Leads, Service Area, Profile, and Notifications.

Step 2: Complete your profile

Open Profile from the sidebar. Here you manage the information consumers see and the capabilities that determine which searches you appear in.

Contact details and visibility

The profile form lets you set your contact email, phone, website, and description. It also has one critical checkbox:

Show my company in the installer directory

This controls profile visibility. Updates save to PUT /api/v1/installers/companies/{id}/profile.

Capabilities

Capabilities describe what you install and service. Each capability has:

• Category (required) — e.g. Solar Panels, Heat Pumps.
• Brand (optional) — a brand you are qualified to work with, e.g. SunPower.
• Service type (optional) — e.g. Installation, Maintenance.
• Years experience (optional).

The public finder lets consumers filter installers by service type and brand name, and those filter options are built from the capabilities of approved, visible installers. The more accurately you list capabilities, the more searches you appear in.

Step 3: The approval gate

This is the single most important concept for installers. Until your company is Approved, lead submission is blocked.

When a consumer tries to send you a lead, Stockisto checks your approval status. If your status is anything other than Approved, the request is rejected with:

{ "error": "Installer is not approved to receive leads." }

That means a pending or revoked company silently receives nothing — there is no queue of "lead requests waiting for approval." Approval has to come first.

What the statuses mean

Your company-level approval status can be one of:

• Pending — newly registered, awaiting review. No leads, no public listing.
• Approved — eligible to receive leads and (with visibility on) appear in the finder.
• Rejected — not admitted to the network.
• Revoked — previously approved, now suspended.

Supplier-level certification

On top of the platform approval above, individual suppliers can review installers for their own brands. A supplier's review moves through Pending → Approved → Certified, and a supplier can Revoke at any time (which resets that relationship to Pending).

When a supplier has Certified you, your public listing is marked as certified, and retailers can recommend you — both of which make your listing stand out to consumers. You do not action these yourself; suppliers manage them, and you receive an email notification when a supplier approves, certifies, or revokes you.

Step 4: Working leads on the Kanban board

Open Leads from the sidebar. Leads are shown as a Kanban board with five status columns, in order:

1. New — just arrived, awaiting your first action.
2. Contacted — you've reached out to the consumer.
3. Quoted — you've sent a price.
4. Won — the job is yours.
5. Lost — it didn't convert.

Each lead is a card in its column. The card shows the consumer's name (or "Anonymous"), their city/postal code, the service type, and the date it arrived. The header shows your total lead count. If a column is empty it reads "No leads here."

Lead detail and status changes

Click any card to open the lead detail page. It has two sections:

• Consumer Information — name, email, phone, location, the requested service type, the product and SKU, which supplier the lead came from, the consumer's message, and whether consent to be contacted was given.
• Manage Lead — a Status dropdown (the same five values) and an Installer notes field for your own internal notes.

Change the status and/or add notes, then click Save Changes. This sends PATCH /api/v1/installers/companies/{id}/leads/{leadId} and the board reflects the new column on your next visit.

Consent

Each lead records whether the consumer gave consent to be contacted. The detail page shows a green dot for "Consumer gave consent to be contacted" and red for "Consent not given." Leads cannot be submitted at all without consent, so in practice incoming leads will show consent given — but always confirm before reaching out.

Where leads come from

A lead is submitted by a consumer (anonymously) via POST /api/v1/installers/companies/{installerCompanyId}/leads. When it lands, Stockisto emails your contact address to let you know a new lead arrived. The lead carries product context (product name, SKU, supplier) and consumer context (name, email, phone, city, postal code, message, service type) so you have what you need to follow up.

Step 5: Define your service (coverage) areas

Open Service Area from the sidebar to tell Stockisto where you operate. Coverage areas are drawn on a map:

1. Click anywhere on the map to drop a pin at that point.
2. In the panel that appears, optionally add a Label (e.g. "Stockholm metro").
3. Set a Radius (km) — the default is 25 km; valid values are 1–500.
4. Click Add Area.

Each area is a circle defined by its centre point and radius, and is shown on the map as a shaded circle with a centre marker. Below the map, the Coverage Areas list shows every area with its label, radius, and coordinates, and a Remove button to delete one.

Behind the scenes, adding an area calls POST /api/v1/installers/companies/{id}/coverage-areas, and the radius must be a positive number.

Step 6: Track performance on the dashboard

The Dashboard summarises your lead activity, computed from your real leads:

• Total Leads — all leads, all time.
• New Leads — how many are still awaiting action.
• Conversion Rate — Won / (Won + Lost), i.e. of decided leads, how many you won.
• Win Rate — Won / Total.
• Top service types — your three most-requested service types.

The dashboard also surfaces recommendations based on your account state — for example, a reminder if your profile is still Pending, a warning if visibility is off, a prompt if you have fewer than three capabilities, and a nudge when New leads are waiting. A strong conversion rate (over 50% across at least three decided leads) gets positive reinforcement.

Quick reference