Built for Renewable Energy Installers
CRM for Renewable Energy Installers.
Every solar quote. Every heat pump enquiry. Every battery upgrade.
Trackori Trades is built for UK renewable energy installers — solar PV, battery storage, air source and ground source heat pumps, EV chargers. High-ticket domestic and commercial quotes, MCS compliance, grant windows, government scheme deadlines.
TL;DR
Trackori Trades is the UK customer relationship management system built specifically for renewable energy installers. It tracks quote follow-ups, solar-to-battery upgrades, callback reminders and team-wide customer memory — from £19/month with a 7-day free trial.
What is Trackori Trades?
Trackori Trades is a CRM for renewable energy installers in the UK. It manages solar PV, heat pump, battery and EV charger quote pipelines, MCS-compliance schedules and government scheme (BUS, ECO4, Warm Homes) deadlines — helping renewables installers convert more quotes.
Key benefits
- Convert solar quotes that would have stalled
- Battery and EV upgrades happen because you asked at the right moment
- Grant windows don't get missed
What we solve
The problems trades actually have.
- Solar and heat pump quotes are high-ticket but slow — 4–9 months to convert
- Government scheme deadlines (BUS, ECO4, Warm Homes) create time-sensitive callback windows
- MCS compliance requires meticulous documentation and callback cadences
- Customers who buy solar this year buy a battery next year — the second sale is where profit lives
How trades use it
Real scenarios. Real outcomes.
- 1Heat pump quote from May converts in September because Trackori chased three times
- 2Solar customer from last year gets a battery upgrade quote at the right seasonal moment
- 3BUS grant deadline surfaces — customer books before it expires
Comparison
What Renewable Energy Installers actually need
| Capability | Trackori Trades | Generic CRM |
|---|---|---|
| Built for | Renewable Energy Installers & renewable energy installers networks | Enterprise sales pipelines |
| Repeat work engine | Solar-to-battery upgrades · Battery capacity extensions · Heat pump service cycles | Not focused on this |
| Quote follow-up chase | Automatic for every solar PV quotes | Sales pipeline stages |
| Site visit notes | Photos, measurements, voice on site | Not focused on this |
| Network customer memory | Shared, private-by-default | Individual reps |
| Job Photos | 2 GB Solo · 10 GB Network · WebP-optimised | Not focused on this |
| Pricing (UK) | £19/mo Trades Solo · £49/mo Trackori Network | USD-priced, FX surprises |
Every repeat visit remembered
Trackori remembers every solar-to-battery upgrades, battery capacity extensions and more — reminding you before your competitor gets in first.
Every quote chased
Every solar PV quotes, heat pump quotes and open quote surfaces on your daily list until it's won or archived.
Built for the van and the site
Thumb-first, gloves-friendly. Voice notes, photos and measurements captured on site — filed against the customer automatically.
Trackori Network included
Your engineers, apprentices, office and trusted subcontractors share the same customer history. Nothing auto-broadcast. Sharing is opt-in per customer.
Real Trades. Real Jobs.
“One follow-up on a heat pump quote — six months later — closed £18,900.”
Renewables Installer · Devon
Why Trackori Trades
Built different. On purpose.
Generic CRM software is built for enterprise sales floors. Renewable Energy Installers don't work like that. Renewable Energy Installers live on site, run on repeat customers, win by remembering. Trackori Trades is built for that reality — the customer relationship layer for the way renewable energy installers actually work.
Frequently Asked
Straight answers.
What is Trackori Trades for Renewable Energy Installers?
Trackori Trades is a customer relationship management system built specifically for renewable energy installers. Every customer, every quote, every callback and every solar-to-battery upgrades — tracked, remembered and followed up automatically.
How does it handle solar-to-battery upgrades?
Every customer with a solar-to-battery upgrades due gets a reminder before it's overdue — so you're first to reach out, not last. Compliance dates never slip.
What about solar PV quotes?
Every solar PV quotes is tracked from the moment you send it. Trackori chases at 3 days, 14 days, 30 days and 90 days automatically. Quotes stop dying of silence.
How much does Trackori Trades cost?
£19 per month for Trades Solo. £49 per month for Trackori Network with 5 users included, plus £9 per additional user. Both come with a 7-day free trial. Payment details required upfront to protect your data — you won't be charged unless your trial ends. Cancel any time during the trial to pay nothing.
Can my network use it?
Yes — Trackori Network is included in the £49/mo plan. Every engineer, apprentice, office manager, owner and trusted subcontractor sees the same shared customer history. Individual visibility controls stay private-by-default; sharing is per-customer.
Does it work on mobile and offline?
Yes — Trackori Trades is mobile-first and voice-native. Site notes, photos, quotes and callbacks all capture from your phone. Offline capture syncs when back in signal.
Do I need to replace my existing software?
No. Trackori Trades sits alongside job management tools (Tradify, Jobber, Fergus, Commusoft, ServiceM8, SimPRO) and accounting software (Xero, QuickBooks). It's the customer relationship layer — not a replacement for scheduling or invoicing.
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