Requirements checklist
What to ask for when choosing software for eV charging operators.
A checklist built from how eV charging operators 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.
- Sites, chargers and connectors
- Sessions and tariffs
- Fault tickets and field visits
- Host agreements and settlement
- Fleet accounts and driver cards
- Spares, energy bills and refunds
Roles that need their own access
Who logs in, and what each person may see or change.
- For the control desk
- For field technicians
- For site and commercial managers
- For accounts
- For the operations head
Reports to ask for
Ask to see each one with your own sample data.
- Connectors by status with hours since the last session
- Fault tickets by model, fault type and technician
- Sessions, energy delivered and revenue by site
- Host settlement due, with agreement terms applied
- Utility bill per site meter against energy delivered
- Fleet statements by vehicle card and cost centre
- Spares short by van and store
Systems it may need to connect to
Note which ones you already run.
- Charge point backend feed
- Payment gateway
- SMS
- Accounting export
Questions for any vendor
Put these to every supplier you are comparing.
- Does it replace our charge point backend?
- How do sessions get in?
- Can a fault ticket start from an alarm?
- Can hosts see their own site?
- How are refunds for cut-off sessions handled?
- Can one technician cover many sites?
- Do you support different currencies and taxes?
- What does it cost?
- Can the data leave if we change systems?
- How long before the control desk works faults in it?
- What must the operator have ready first?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Faults are known but not owned
- Sessions and payments are read from separate reports
- Landlord payouts are a monthly spreadsheet chore
- Energy bills do not line up with sessions
- Fleet statements are rebuilt every month
Prefer to talk it through? See the eV charging operators page.