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Success story · Energy-Tech

Energiekonzepte Deutschland

From work order to handover in one app.

With the EKD Montage-App, the installation teams of Energiekonzepte Deutschland and its partner companies worked through their jobs: job list, protocols, gateway installation, handover to the customer. Photos and data from the CRM and the Sales App were already there. Lipsia Digital designed and built the app.

Discuss a projectInterfaces & system integration

Today

The day's jobs

With visit type, address and number of modules, open protocols in view.

Reconstructed view · names and values illustrative

01Fact sheet

The EKD Montage-App at a glance.

Client
Energiekonzepte Deutschland
Sector
Energy-Tech · residential customers
Role
Concept · development
Services
Digital products & platforms · Interfaces & system integration
Application
Native app for tablet and phone · iOS · Android
Technology
React Native
Users
Installation teams of Energiekonzepte Deutschland and partner companies
Recorded
Time · materials · work steps
Proof
Photos · customer signature
Commissioning
AMPERE.IQ Smartbox: linking and acceptance test
Integration
CRM · EKD Sales App

02Starting point & goal

Installation without call-backs.

Once sales had signed a project, it went to installation: to Energiekonzepte Deutschland's own teams or to partner companies. On site they needed everything sales and the site survey had captured, and every work step had to be documented as proof.

  • Have jobs on site with the data from sales and the CRM
  • Record time, materials and work steps
  • Prove the work with photos and a signature
  • Install the gateway and set up energy management
  • Hand the system over to the customer properly

03Job

A job with everything that counts on site.

The job list showed what was due. Each job came with photos and data from the CRM and the Sales App, from the delivery scope to the grid operator's notes. The team recorded time, materials and work steps right in the app.

Project

Everything from sales

Delivery scope, grid operator and notes are ready on site.

Reconstructed view · names and values illustrative

Materials and labour recorded

The team recorded materials, labour and trips per job in groups, right on the device.

Help in the project

Every project had the important phone numbers, support requests and manuals, for commissioning AMPERE.IQ for instance.

Reconstructed view · names and values illustrative

04Commissioning & handover

Proof instead of questions.

The protocol led step by step through the installation, from the modules through storage, measurement and earthing to the network. The team completed and documented each step. The handover included photos and the customer's signature, in the same system as sales and the site survey.

Protocol

Step by step

Every step with its status, up to the customer's acceptance.

Reconstructed view · names and values illustrative

Smartbox linked and tested

The team linked the AMPERE.IQ Smartbox to the project by serial number or code and started the acceptance test right from the protocol.

Acceptance with a signature

At acceptance, team and customer went through delivery and workmanship point by point, in German and English. Both sides' signatures closed the protocol.

Reconstructed view · names and values illustrative

How we connect apps to long-grown systems is shown under Interfaces & system integration.

Interfaces & system integration

05Outcome

Sales and installation in one system.

What sales captured in the Sales App was there in the Montage-App, and installation documented its work in the same system, up to the customer's acceptance.

//Next story

AMPERE.IQ

An energy manager that shifts consumption into the cheapest quarter-hours automatically: IoT cloud and a native app.

Read the story

//Read on

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