A CRM that keeps the charger job moving from panel photo to inspector sign-off before the car arrives.
A charger install looks like one visit, but the record behind it has a remote quote, a load calculation, a permit, a unit to order, an install day and an inspection that may come days later. Generic field software hides most of that in notes. We build each step in.
The job is short, but the paperwork and the deadline are not
The install day for a typical garage charger is the easy part. The office work around it is where jobs slip. A photo comes in through the website, a text and an email, and somebody has to match them to the right lead. The electrician has to do a load calculation and pick a path. The permit application goes to whichever city or county the house sits in, each with its own portal and turnaround. The charger has to be ordered or confirmed in the homeowner's garage. The inspector visit has to be booked, and someone may need to be home. Every one of those is a date, and the deadline above all of them belongs to the dealership.
Charger work also runs on partners. Dealership salespeople, solar companies, property managers and sometimes manufacturer installer networks send jobs, and each expects a different kind of update. A CRM that cannot tell you which salesperson sent which job, or which network job is waiting on a status update, leaves you guessing about where the work actually comes from.
We build the CRM around that sequence, with the jurisdiction, the partner and the car attached to each job, so the office sees which installs are waiting on a city and which are waiting on you.
What a charger installer's CRM has to track
Leave one of these to memory and the delivery date is what slips.
Photos and the load calculation on the lead
Panel label, main breaker, open slots and the garage wall, plus the electrician's calculation and the chosen path, so the quote and the install crew both work from the same information.
Permits by jurisdiction
Each city and county as its own record with how it takes applications and schedules inspections, and each job carrying permit number, applied and issued dates, inspection result and a picture of the inspector's sticker or card.
Delivery date first
The car's arrival date drives the job's priority. When the dealer slips the delivery, the install slot shifts too, and a text tells the homeowner which day the electrician now arrives.
Equipment on the job
Charger make, model and serial number, breaker size, wire run, whether load management was installed and how it was set. That record is what a tech needs when the homeowner calls about a tripping breaker a year later.
Partner source on every lead
Dealership and salesperson, solar company, property manager or installer network, with a report of jobs per partner. Check any network agreement before paying a referral fee to anyone.
A closing packet
One download holds the final itemized bill, the permit, the passed inspection and the finished photos, ready for the homeowner's records or a utility program. You supply documents; the homeowner files any forms.
How we build it for a charger installer
The CRM we build for charger shops starts from the one we run our own companies on, then bends to your process.
Stages named the way you work
Photo received, quoted, accepted, permit applied, permit issued, scheduled, installed, inspected, closed. You rename them, and the board shows how many jobs sit at each stage and why.
Options the homeowner picks on a phone
Hardwired unit or receptacle, a new panel or a load limiting device, whole-home surge protection, and conduit left ready for another charger later. The homeowner ticks the options, signs on screen and puts down the deposit, and the server recalculates the price so a changed page cannot alter the total.
A crew view built for the install day
The electrician sees the address, panel photos, chosen route for the run, required photos before leaving and the inspection checklist, and uploads proof that writes straight to the job.
A commercial pipeline kept separate
Workplace and fleet jobs get their own stages, from the first walk of the parking lot and the utility request through design, the proposal, digging, startup and turning on the networked units, so they do not clog the residential board.
Owner reports without a spreadsheet
Average days from photo to install, jobs waiting on permits by jurisdiction, jobs per dealership, quote acceptance rate, and margin per job, on one screen.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for ev charger installation, answered.
Can it import jobs from the field software I use now?
Yes. We pull customers, jobs, invoices and photos out of the current system and load them into the new one. You can check both side by side for a week or two, and the old records remain available to read.
Does it handle installer network jobs as well as my own leads?
Yes. Network jobs get their own source and can carry the network's job number and required status updates, so you can meet their reporting without retyping everything into two systems.
Will it work when the panel is in a basement with poor reception?
Photos and notes are kept on the device until the connection comes back, then upload on their own, which matters when the panel is downstairs and the garage is behind a concrete wall.
Does a small charger shop need its own CRM?
It depends on volume and how much partner and permit tracking you do. Our software rent calculator compares what you pay per user now with owning the system, and we will tell you plainly if off-the-shelf software fits you better.
Custom CRM for ev charger installation. Owned by you.
Start with the instant website checkup of your current site: your grade and top 3 fixes, no sign-up. Or get a free system quote for the whole ev charger installation setup.
Instant website checkup