ENERGY · ViaCRM for industries

Energy, photovoltaics and technology

Enquiries, quotes and delivery of photovoltaic plants, heat pumps and other technology, including subsidies, service and operation monitoring.

Typical challenges

A photovoltaics prospect wants a quick quote, while the company deals with surveys, subsidies, grid connection applications, material orders, installation and later service. Information is scattered between sales, technicians and the office, and the customer asks which stage their job is in.

How ViaCRM helps

ViaCRM holds the job from enquiry through survey, quote, subsidy and installation to inspection and service. The technician in the field sees the brief and uploads documentation, sales knows what stage the job is at and management sees the margin.

Reference in this field

For WATTMONT we carried out a data migration from the previous CRM and customized ViaCRM to match the company's specific workflows. The system is now more flexible, better scalable and ready for further expansion.

What ViaCRM can do

What ViaCRM handles in this field. The label shows what is part of ViaCRM and what connects to an external system.

Building a photovoltaic quote (illustrative preview) — Illustrative preview, sample data.

From prospect to quote

An enquiry with house parameters immediately becomes a deal. The output estimate is prefilled and the quote is built from templates.

Deals from enquiry to contractIn ViaCRM: A prospect has a card with the source of the enquiry, house parameters, consumption and budget. An enquiry from the web form is created automatically and sales sees the next step and the date of the next contact.
Estimating plant outputSystem connection: For an address, roof pitch and orientation, an output estimate can be obtained from the European Commission's PVGIS tool, which offers a web interface. The result is prefilled into the quote and the customer sees the expected benefit.
Quotes from templatesIn ViaCRM: A quote is built from item templates (panels, inverter, battery, wallbox, heat pump, installation) and versions stay traceable. Once approved it becomes a job.

Subsidies and authorities

A subsidy application and a connection application each have their own process with tasks and deadlines, so nothing is forgotten.

Subsidy programme monitoringSystem connection: The system tracks subsidy programmes relevant to the field, for example New Green Savings (Nová zelená úsporám), and shows on a job whether the customer can apply. It helps the salesperson close the deal.
A subsidy application as a jobIn ViaCRM: A subsidy application has its own process with tasks, documents, deadlines and status. The technician adds photo documentation and records and the office sees what is still missing.
Grid connection applicationsIn ViaCRM: Records of connection applications, deadlines, attachments and communication with the distributor on each job. Who has to do what and when we are waiting for a reply is visible in one place.

Technician in the field using the mobile app

Installation in the field

Team plans, addresses and photo documentation from site are on the phone and in ViaCRM, not in several chats.

Survey and installation planningIn ViaCRM: Surveys, installations and inspections are planned by team capacity and location. The technician has the date and address in the phone calendar.
Documentation from the fieldIn ViaCRM: The technician uploads installation photos, protocols and serial numbers straight from the roof or boiler room. They serve for handover, warranty claims and supporting a subsidy application.
Materials and subcontractorsIn ViaCRM: A supplier card with collaboration history, a materials list on the job and installation teams including subcontractors. The team knows what should be on site.

Operation and service after completion

Regular inspections are tracked automatically and a technology fault creates a service request, which brings repeat jobs.

Technology operation monitoringSystem connection: Inverter and battery manufacturers offer cloud portals with interfaces (for example Fronius, SolarEdge or Huawei FusionSolar). They can be connected so the service card shows device status and a fault creates a service request. Scope depends on the manufacturer.
Service contracts and inspectionsIn ViaCRM: A calendar of regular heat pump checks, electrical inspections and warranties. The system reminds you of the date and proposes a service job, which creates repeat revenue.

Contracts, margin and overview

Signatures, invoices and budget on every job without manual retyping, and an overview for management.

Contract signing in SigniSystem connection: A works contract, addenda or a handover protocol are signed electronically from the job card.
Margin and AI invoice extractionIn ViaCRM: Invoices from material suppliers are read automatically and assigned to the job. Management sees the margin on every installation before invoicing.
Management dashboardIn ViaCRM: Jobs in progress, subsidy and connection status, team workload, quotes with no reply and service deadlines on one screen.

VIA ELEMENT builds connections to external systems on top of the API. The actual scope depends on the interface the service offers and its provider's terms. We are happy to verify it with you up front.

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