Requirements checklist
What to ask for when choosing software for eV charger installers.
A checklist built from how eV charger installers work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Site survey capture
- Charge point quotation
- Operator application tracker
- Unit serial register
- Commissioning test sheet
- Backend and app linking
- Fault calls and warranty
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For surveyors
- For fitters and electricians
- For the office
- For fleet and property clients
Reports to ask for
Ask to see each one with your own sample data.
- Quotes still open, accepted or declined, split by customer kind
- Grid connection requests with their reference, state and lapse date
- Chargers fitted per model, listing serial and address
- Finished test sheets, plus chargers never joined to a network account
- Breakdown calls per charger model and the manufacturer claims filed
- Deposit and stage invoices owed or banked, job by job
- Annual depot inspection contracts nearing their renewal date
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Card and payment gateway
- Accounting export
- Charger network backend (scoped separately)
Questions for any vendor
Put these to every supplier you are comparing.
- Is it for home installs, car parks or both?
- Can the survey feed the quotation?
- How are connection applications tracked?
- Can a firmware notice be traced to sites?
- Do fitters need signal on site?
- Who writes the installation certificate?
- Is the charger network backend connected?
- Can fault calls be separated from warranty claims?
- How do we move our current records?
- What does it cost?
- When could surveyors and fitters begin using it?
- What should the installer prepare before the first session?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Survey notes stay in a photo roll
- Operator applications drift
- Serial numbers are not matched to sites
- Test readings are loose papers
- Backend activation is forgotten
Prefer to talk it through? See the eV charger installers page.