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Smart home installer software: configurators & quoting

Smart home installers: make the quote as smart as the house. Pick the gadgets, see the price.

Every quote is a fresh spreadsheet, every consult turns into a two-hour lesson on Zigbee and the support call six months later starts with "which hub did we put in?". We build package configurators, install planning and system record tools for smart home installers that all talk to each other. Then we host them and look after them.

Looking for a smart home package configurator or quoting tool?

Smart home buyers want to mix and match: a few smart switches, a video doorbell, a keyless lock, motorised blinds and the aircon on their phone. Every combination changes the hub, the wiring, the labour and the price. So most installers end up building each quote by hand from supplier price lists, then explaining it all again on site. The device list lives in a notebook and the logins live in a text thread.

Wollopit builds custom smart home software around how your business actually runs. Customers build their own package online and see the price as they go, with only compatible gear on offer. That package becomes the room by room install plan, the stock order and the system record your team pulls up when the customer rings. We connect the job management and accounting tools you already like and look after the lot on our own servers.

01The problems

What we hear from smart home installers

Does your smart home business have these problems? Here's how we'd fix them.

Most smart home installers we talk to are brilliant on the tools and know their gear inside out. The trouble is everything around the install: quotes, plans, parts and the support calls that never stop.

  • The problemEvery quote is customFour switches, two cameras and a lock means pulling supplier prices, working out the hub and labour, then doing it all again when they add blinds.
    How we fix itA configurator that prices any combination instantly, with hubs, cabling and labour added automatically.
  • The problemWill it all work together?Customers have read horror stories about apps that won't talk to each other and they hesitate to commit.
    How we fix itCompatibility rules so only devices that work together can be combined, with plain English notes on why.
  • The problemConsults that run for hoursYou spend an evening explaining Matter, Zigbee and hubs to someone who was only after a video doorbell.
    How we fix itGuided package building with explanations and good, better, best options built in, so the consult starts halfway there.
  • The problemLeads with no detailThe website form says "interested in smart home" and nothing else. You ring back to find out they rent.
    How we fix itEvery enquiry arrives with a chosen package, rooms, budget and property type so you know which ones are worth the drive.
  • The problemPre-wire missed on new buildsThe builder lines the walls before you've run the cable to the front door or the blind pockets.
    How we fix itStaged jobs with builder contacts, pre-wire checklists and reminders tied to the build schedule.
  • The problemInstall plans in a notebookDevice lists, locations and scene ideas scribbled on a pad that's now in the ute's door pocket.
    How we fix itRoom by room device schedules stored with the job and on every tech's phone.
  • The problemParts arrive in dribs and drabsHalf the job is on site and the hub is back-ordered, so the team does a second trip.
    How we fix itStock pulled from the package, supplier orders raised and a job only booked in once the gear is in.
  • The problemSupport calls with no historyA customer rings because the lights won't respond and nobody remembers their setup or firmware.
    How we fix itSystem records with every device, location, firmware version and setting, ready before you pick up.
  • The problemLogins scattered everywhereWi-Fi passwords, hub admin accounts and app logins live in texts and sticky notes.
    How we fix itCredentials stored securely against each system with access logged for every tech.
  • The problemCustomers forget how it worksA week after handover they've forgotten the scenes and they're calling you to turn the porch light on.
    How we fix itA handover pack and customer portal with their devices, scenes and short how-to guides.
  • The problemUpgrades and care plans forgottenPast customers never hear about new devices and the monitoring plans are billed by hand.
    How we fix itUpgrade offers based on what they already have plus care plans that bill themselves through Stripe.
02What we build

Solutions

What we build for smart home installers. Usually all talking to each other.

Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.

01

Package configurator

Lights, locks, cameras, blinds, climate and audio priced as customers choose, room by room.

02

Compatibility rules

Only devices that work together can be combined. Hubs and bridges added automatically.

03

Guided consultations

Explanations, recommendations and good, better, best tiers inside the tool for you or the customer.

04

Quotes & proposals

Branded proposals with options, deposits and e-signing, sent straight from the configured package.

05

Lead qualifier

Enquiries tagged by budget, property type, suburb and build stage before you ring back.

06

Device schedules

Every device mapped to a room and position, with cabling and scene notes for the install.

07

New build stage tracker

Builder contacts, pre-wire, rough-in and fit-off stages tracked separately with reminders.

08

Stock & supplier orders

Parts lists pulled from the package, supplier orders raised and gear checked in per job.

09

System records

Devices, firmware, network details and settings saved for every home you've done.

10

Credentials vault

Hub, app and network logins stored securely against each system with access logs.

11

Customer portal

Their devices, scenes, warranty dates, how-to guides and a support request button.

12

Care plans & billing

Monitoring and maintenance plans billed automatically through Stripe, with invoices to Xero or MYOB.

13

Upgrade campaigns

Relevant upgrades offered to past customers based on what's already in their house.

14

A website that sells packages

Hand-built, quick on mobile with the configurator front and centre, built to rank for 'smart home installer near me'.

03The systems

The big ones

Your whole smart home business, on one system.

These are the systems smart home installers ask us about most. Each one works on its own and they get properly clever when they're joined up.

Package configurator

Customers build the package. You get the price and the spec.

Customers walk through their home room by room and pick what they want. The price updates as they go, with hubs, cabling and labour worked out behind the scenes. You get a fully specified lead instead of a vague form.

  • Room by room device picking
  • Live package pricing
  • Hubs and bridges added automatically
  • Labour and cabling built into the price
  • Good, better, best tiers
  • Starter packs like 'Secure entry'
  • Plain English device explanations
  • Monthly care plan options
  • Save and share a package
  • Book a consult from the result

Compatibility & quoting

Only gear that plays nicely ends up in the quote.

Your compatibility rules sit inside the tool, so customers can't pick a lock that won't talk to the hub. The package turns into a branded proposal with options and a deposit link in one click.

  • Compatibility rules you control
  • Ecosystem filters for Apple, Google and Alexa
  • Warnings with plain English reasons
  • Supplier price lists kept current
  • Margins set per category
  • Branded proposals with options
  • E-signing and deposit payment
  • Quote versions tracked
  • Accepted quotes into ServiceM8 or simPRO

Install planning

From pre-wire to fit-off without the notebook.

The accepted package becomes a room by room device schedule your techs can open on site. New builds run in stages alongside the builder, with pre-wire checks done before the plasterboard goes up.

  • Device schedules per room
  • Cabling and pre-wire checklists
  • Builder contacts and site notes
  • Pre-wire, rough-in and fit-off stages
  • Reminders tied to the build schedule
  • Parts lists pulled from the package
  • Supplier orders and check-in
  • Photos of cable runs behind walls
  • Tech sign-off per stage

System records & support

Pick up the phone already knowing their setup.

Every home gets a system record with each device, where it is, its firmware and how it's configured. Logins sit in a secure vault. Customers get a portal with their scenes and how-tos, so fewer calls start with 'how do I turn it off?'.

  • Every device, location and firmware
  • Network and hub details
  • Secure credentials vault
  • Access log for every tech
  • Scene and automation notes
  • Warranty dates per device
  • Customer portal with how-to guides
  • Support requests with history
  • Remote support notes per visit

Care plans & upgrades

Past customers who keep coming back.

Monitoring and maintenance plans bill themselves and renewals don't slip through. Because you know what's in every house, you can offer the upgrade that actually fits.

  • Monthly or yearly care plans
  • Automatic billing through Stripe
  • Failed card retries
  • Invoices into Xero or MYOB
  • Scheduled health check visits
  • Upgrade offers based on installed gear
  • Warranty expiry reminders
  • Email and SMS campaigns
04How it changes

Before and after

A smart home consult, wolloped.

Here's how a new enquiry could change. Every smart home business is different, so we map yours first.

Before

  1. Website form says "interested in smart home"
  2. Two-hour consult explaining hubs and protocols
  3. Quote built by hand from supplier price lists
  4. Device list written in a notebook
  5. Hub back-ordered on install day
  6. Support call six months later with no records

After

  1. Customer configures their package online
  2. Price shown live with only compatible gear
  3. Proposal sent and deposit paid in one go
  4. Device schedule saved to the job
  5. Job booked once the stock is checked in
  6. Support sees the full setup before answering
05Services

Everything under one roof

Software, websites and systems for smart home installers.

Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.

Custom software for smart home installers

Built around how your smart home business actually runs: package configurator, compatibility rules and the admin in between, in one system you own.

Websites for smart home installers

Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.

Smart home business system upgrades

Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.

Apps and portals for smart home installers

Guided consultations and quotes & proposals: customer and staff portals that work on any phone without an app store.

Integrations and automation

We connect Xero, MYOB and ServiceM8 so information moves on its own and nobody retypes it.

Hosting, support and care

Managed hosting, updates, backups and security for your smart home business, looked after by the people who built it.

06Integrations

Connections

Plays nicely with what you already use.

We connect to the tools you rely on, work alongside platforms you're happy with or replace the ones holding you back.

  • Xero
  • MYOB
  • ServiceM8
  • Tradify
  • simPRO
  • D-Tools
  • Stripe
  • Square
  • Google Calendar
  • Twilio SMS
  • Google Business Profile
  • Home Assistant
  • Control4
  • Clipsal by Schneider Electric
  • Philips Hue
  • Google Home
  • Amazon Alexa
  • Apple Home
  • Ubiquiti UniFi
  • Sonos
07How we work

The process

Some people dip their toe in. We turn up in a rebreather.

We get properly below the surface of your smart home business: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.

  1. 01

    Think

    We sit in on a consult, ride along to an install and listen to a few support calls, then work out what's actually slowing you down.

  2. 02

    Archi-tech

    We plan it before writing code: your device range, compatibility rules, pricing, install stages, system records, hosting and cost.

  3. 03

    Build

    Real engineering, shown to you early and often. Usually the configurator or quoting first, so you get a win before your next busy run.

  4. 04

    Look after

    We host it, maintain it and keep your device list current as new gear comes out. When something breaks you call the people who built it.

08Questions

FAQ

Things smart home installers ask us.

Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.

Can customers really price their own smart home package?

Yes. They pick devices room by room and see the price as they go, with hubs, cabling and labour added behind the scenes. You set the rules and margins. You can also keep certain items as 'price on consult' if you'd rather.

How does it stop customers choosing gear that won't work together?

We build your compatibility rules into the tool. If a device needs a bridge it's added automatically. If it won't work with their chosen ecosystem they get a plain English warning before it goes in the package.

Can it handle whole-of-build projects with builders?

Yes. New builds can be managed in stages with builder contacts, pre-wire schedules and final fit-off tracked separately. Reminders follow the build schedule so nothing gets missed before the walls close up.

Is it safe to store customer passwords and hub logins?

Credentials are stored encrypted against each system with access limited to the people who need it. Every view is logged so you know who looked at what.

We already use ServiceM8 or simPRO. Do we have to switch?

No. If your job management is doing its job we build around it, so accepted packages and device schedules flow straight into the job. If it's holding you back we'll show you what replacing it would involve before anything changes.

How much does a smart home system cost?

It depends on what you need, so we quote up front once we understand it. No surprise invoices, no lock-in and you own what we build.

How long does it take?

Smaller jobs like a package configurator on your website can be quick. Bigger systems are planned in stages so you get the first win early instead of waiting for everything at once.

Who keeps the device list and prices up to date?

You can update devices, prices and rules yourself in a simple back end. If you'd rather not, we can do it for you as new gear comes out.

Who looks after it once it's built?

We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.

We already have systems. Can you upgrade them instead of starting again?

Usually, yes. Most smart home installers we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.

Contact

Got a smart home business problem? Consider it wolloped.

Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.

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