CRM Software For Renewable Energy Installers | CtrlTrade®
RENEWABLE ENERGY CRM

CRM Software For Renewable Energy Installers

Manage solar, heat pump, battery, and EV charger installations with compliance and MCS records built in.

CtrlTrade® is built for renewable energy installers who need to manage MCS-certified installations, grant and subsidy tracking, technical compliance records, and customer communications — all in one platform.

MCS Compliance Records

Log MCS certification details, system specifications, and installation certificates against each job.

Solar Installations

Manage solar PV and solar thermal installations. Log panel specs, inverter details, and generation data.

Heat Pump Installations

Air source and ground source heat pump job management with MCS and BUS grant documentation.

EV Charger Installations

OZEV-registered installer workflows. Log vehicle and charger specs, grant amounts, and OLEV forms.

Battery Storage

Battery storage installation records. Log battery specs, inverter integration, and warranty details.

Customer Portal

Share installation documentation, certificates, and energy performance data with customers via the portal.

Typical Use Cases

Solar installersHeat pump installersEV charger installersBattery storage installersRenewable energy contractorsMCS-certified businesses

Everything Included

CRM & Lead Management
Quotes & E-signatures
Job Management
Engineer Scheduling
Customer Portal
Invoicing
Compliance & RAMS
Fleet Management
Reporting
Integrations (Xero, QuickBooks)
AI Features
VoIP & SMS

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