Loading ConfigBiz…
Loading ConfigBiz…
© 2026 ConfigBiz. All rights reserved.
Developed & Maintained by JetherWeb
Solar installers, battery storage, portable power, EV charging, and energy services — purpose-built.
EnergyBiz
Configured workspace preview
People
Staff, attendance, leave, scheduling and documents.
Recruitment
Job openings, candidates, interviews and offers.
Contacts & CRM
Contacts, leads, prospects, customers, suppliers and partners.
Products/Services
Products, services, categories, pricing and packaging.
Manage the day-to-day operation of a energy business from one configured workspace.
Energy businesses, including solar installers, battery storage providers, and EV charging services, manage site assessments, system designs, equipment procurement, and installation projects. Every job is a structured project requiring permits, specialized scheduling, and customer handovers. Post-installation, systems become long-term assets requiring warranty tracking, preventive maintenance, and service records.
These are the day-to-day problems that most energy businesses deal with — and that ConfigBiz helps organize.
Energy unifies site assessment data, equipment procurement pipelines, installation project control, field scheduling, and asset maintenance into one system. It configures precisely to your operational focus, whether deploying portable power, installing residential solar, managing EV charging infrastructure, or servicing commercial fleets.
Only the capabilities actually associated with this template are shown — nothing invented.
People
Keep the team organized and shifts covered.
Staff, attendance, leave, scheduling and documents.
Recruitment
Hire the people you need without losing track of candidates.
Job openings, candidates, interviews and offers.
These are the capabilities configured for this template. Start with them, then adjust to your process.
People
Staff, attendance, leave, scheduling and documents.
Recruitment
Job openings, candidates, interviews and offers.
Contacts & CRM
Contacts, leads, prospects, customers, suppliers and partners.
Products/Services
Products, services, categories, pricing and packaging.
The operational KPIs that separate high-margin energy operations from those that constantly fight cash flow friction.
Site-to-Quote Time
< 48 hoursDays elapsed between initial customer inquiry and site survey quotation.
Permit Approval Cycle
< 14 daysDays taken to process building and electrical permits before installation.
Crew Install Rate
6 - 10 kW/dayKilowatts (kW) of solar or battery capacity installed per crew day.
These silent profit leaks and administrative bottlenecks cost business owners time and margin if unaddressed.
Submitting incomplete site documentation to utility or municipal bodies delays project sign-off and holds up final customer payments.
Relying on hand-written roof measurements or shading notes causes costly equipment re-orders on installation day.
Failing to track warranty expiry dates and preventive maintenance schedules loses high-margin service revenue.
Deploy your configured workspace without operational downtime or complex software migrations.
Load existing customer lists, parts or service items, and staff roles into pre-built data structures.
Adjust job card stages, approval triggers, and terminology to match how your team currently operates.
Give technicians, advisors, or managers clean views on mobile or desktop with minimal training.
EnergyBiz includes dedicated fields for roof type, panel count, inverter specifications, system size (kW), and site notes, allowing field teams to capture survey data cleanly.
Yes. Projects include structured workflow steps for permit submission, electrical inspection sign-off, and grid connection approvals.
Every installed energy system is logged as a tracked asset with installation dates, warranty expiry triggers, and automated maintenance reminders.
One workspace, your way
Solar installers, battery storage, portable power, EV charging, and energy services — purpose-built.
Contacts & CRM
Contacts & CRM keeps the operational detail in one place.
Contacts, leads, prospects, customers, suppliers and partners.
Products/Services
Products/Services keeps the operational detail in one place.
Products, services, categories, pricing and packaging.
Inventory
Inventory keeps the operational detail in one place.
Stock, warehouses, movements, adjustments and reorder levels.
Sales
Keep orders and revenue moving through the business.
Opportunities, quotes, orders and invoices.
Inventory
Stock, warehouses, movements, adjustments and reorder levels.
Sales
Opportunities, quotes, orders and invoices.
Warranty Call-Back Rate
< 4%Percentage of completed installations requiring a post-handover service visit.
Review weekly numbers, refine automation rules, and add custom fields as your operation expands.
