Energy Business Software That Fits How You Actually Work

The Energy Business Is a Project Business

Whether you sell portable power stations, install solar and batteries, deploy EV chargers or service wind and fleet systems, every customer starts as an inquiry and becomes a project: site assessment, system design, permits, procurement, installation, inspection, grid connection and handover. Installed systems then become assets with warranties and maintenance schedules that last for years. Most energy businesses still run this chain across separate tools — inquiries in one place, quotes in another, and installed systems in a spreadsheet that only one person maintains. That is where jobs slip and service revenue is left on the table.

How ConfigBiz Fits Energy Businesses

ConfigBiz brings site assessments, equipment and inventory management, installation project control, field scheduling, installed asset maintenance, CRM and finance into one workspace. You tell it whether you sell portable power, install solar and batteries, run EV charging or service wind and fleet systems — and it configures the terminology, fields and workflows to match. Technicians, not generic employees. Equipment, not generic products. Sites, not generic branches. Every field from system size in kW to warranty expiry to grid-connection status is where your team expects to find it.

What You Get

• Inquiry to installation, tracked as one job — every quote, assessment, permit and handover linked to the same record.
• Equipment and inventory that matches your catalog — panels, inverters, batteries, chargers and portable stations with type, wattage, capacity, voltage, warranty and certifications.
• Installation projects with real milestones — permits, scheduling, inspection and grid connection as trackable stages, not checklist items in a group chat.
• Installed systems as assets — every site becomes a service record with warranty expiry, maintenance dates, serial numbers and a monitoring link.
• Field scheduling that respects reality — assessments, installs and maintenance compete for the same crew and appear in one calendar.
• Public forms that feed the pipeline — site assessment requests, maintenance requests and quote inquiries submitted from your website become leads automatically.

Who This Is For

• Solar installers running 10–100 jobs in parallel across residential and commercial sites.
• Battery storage specialists selling and commissioning home batteries, backup and off-grid systems.
• Portable power retailers and distributors managing technical inventory and supplier reorders.
• EV charging teams installing and commissioning home, commercial and fleet charging.
• Energy maintenance and service teams keeping installed systems under warranty and on schedule.
• Wind, auditing and fleet energy businesses that need the same operational backbone with different field scope.

How You Start

Describe your business in plain language to ConfigBiz AI: "We sell portable power stations, solar panels and batteries, and we install solar systems." ConfigBiz recommends the capabilities, fields, workflows and public forms that fit — site assessment request, installation project workflow, warranty and maintenance reminders — and builds the workspace. You review the blueprint, adjust what you want, and go live. No developers, no re-implementation when the business changes.