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Features

Every feature with a benefit — not just a list.

Digital job site on the tablet

In development — part of the next release

Checklists, photos and measurements on the tablet — no more calls to the office.

  • Checklist with 99 inspection points per system — preparation, installation, acceptance
  • Photos and notes right on the checklist item
  • Offline mode with automatic sync (in development)
Digital job site: checklist, photos, times on the tablet

Time tracking that fits the project

Clock times right on site — assigned to the right job.

  • Clock in/out and project time with one tap — the technician stays signed in for 90 days
  • Shift plan and leave with approval, calendar in the same system
  • Reports per employee and project for payroll and post-calculation
Time tracking on the job site

Acceptance and handover reports with signature

In development — part of the next release

Fill in acceptance and handover on site — as a PDF on your letterhead, filed straight in the project.

  • Templates for acceptance, partial acceptance and handover reports
  • PDF on your letterhead, filed in the project and with the customer
  • Signature on the device and inspection-standard selection (in development)
Report editor with signature field

Authority letters at the push of a button

Letters to grid operators and authorities from templates, pre-filled with project data. One click instead of half an hour.

  • Templates for authority and customer letters, project data filled in
  • Grid-operator mail is recognised, the 8-week deadline set automatically
  • EEG deadline (application + 56 days) kept in view
Generate authority documents from templates
Manage authority templates

Financial planning for the whole business

In development — part of the next release

Liquidity for the coming months at a glance — see funding gaps before they happen.

  • Costs and income of all projects on one timeline
  • Funding gap visible early, with recommended actions
  • Early warning in the sense of German StaRUG (in development)
Financial planning: liquidity over the months

Receivables and dunning

In development — part of the next release

Open items at a glance, reminders prepared — you get paid faster.

  • Open items per customer and project — available today
  • Invoices as XRechnung 3.0 (EN 16931), export for DATEV (EXTF)
  • Dunning levels prepared automatically (in development)
Outstanding receivables and dunning levels

Maintenance and service that reminds you itself

Maintenance dates remind you by themselves — recurring revenue nobody has to remember.

  • Maintenance intervals per system
  • Reminders by notification and on the dashboard
  • Fill in the maintenance report on site
Dashboard widget “Maintenance due”

AI assistant (optional)

Ask in plain language, get answers from your own documents. The assistant suggests, you decide.

  • Answers with source references from your own documents
  • Task suggestions from emails, dictations up to 25 MB
  • Provider freely selectable, can be switched off — you confirm every action
Assistant with suggestion and source reference

Email, calendar and documents in one place

Keep your mailbox, calendar and files — PM Easy files everything to the right project.

  • Email via IMAP/SMTP, calendar via CalDAV, files via WebDAV
  • Inbox and appointments sorted per project
  • No vendor lock-in — keep your provider
Connecting email, calendar and documents

Secure and accessible

In development — part of the next release

Roles and permissions for office, partners and installers. Two-factor login and accessibility (BFSG) are coming.

  • Roles for office, partners and technicians with their own permissions
  • Lockout after 5 failed attempts, setup links valid for 24 hours only
  • Two-factor login and external accessibility audit (in development)
Two-factor login
Accessibility according to BFSG

From a trades tool to an energy-transition platform

PM Easy brings the tools of a solar and electrical business together in one application — and we keep building. Here is an honest picture of what runs today and what comes next.

As of September 2026. Everything except “Live now” is planning — order and dates may shift, and parts depend on funding decisions.

  1. Live now

    In production

    • One system instead of five. Projects, tasks and checklists, time tracking, leave and shift planning, documents and calendar — in one place.
    • Quote to invoice. XRechnung e-invoices, DATEV export and open items — no double entry.
    • Authority and customer letters from templates. Pre-filled with project data; grid-operator deadlines are picked up from your mailbox.
    • Maintenance that reminds you. Service intervals per system, the next date comes up by itself.
    • AI that suggests — you decide. Evaluate documents, tasks from emails, search across your own files. Every action is confirmed by you.
    • Your own installation. Every business gets its own database and domain. Your data stays with you.

  2. In progress

    2026 / 2027

    • Site app, even without signal. Signed handover report on the tablet, photos per checklist item, sync as soon as you're back online.
    • Finances at a glance. Costs and income of all projects on one timeline; funding gaps visible before they happen, with suggestions on what to do.
    • Paperwork from the checklist. Registry notifications and grid requests generated from project data — pre-filled, approved by you.
    • Dunning. Staged reminders prepared automatically from open items.
    • Sign up, pay, go. Your own installation in minutes — no waiting.
    • Accessible and secured. Interface to accessibility law (BFSG), two-factor login in the product, external audit.

  3. Planned

    2027

    • Maintenance that invoices itself. Report on site, approval by the person in charge, invoice sent automatically — recurring revenue per system.
    • Change orders in seconds. The installer dictates the change, AI drafts the change-order record, both parties sign.
    • Customer portal. Progress, documents to sign and, after commissioning, monitoring — fewer questions.
    • Contracts with one click. Quote, order, purchase and installation contract, subcontractor agreement from templates, pre-filled from project data.
    • Insurance included — PV and storage. A matching offer from the system data, policy and claims in one place (brokered under our §34d licence).
    • Monitoring dashboard. Live data from inverters, storage, heat pumps and wallboxes — a fault becomes a service order.

  4. Outlook

    from 2027 · across countries

    • Heat transition on board. Heat-pump sizing, economics and subsidy calculator — a customer-ready decision document.
    • Open interface. Public API and connectors for wholesale, registries, monitoring and accounting.
    • Rules as data. Grid connection, subsidies, tax and e-invoicing as maintained data per country.
    • International. Country packages for AT, CH, NL, FR, IT, ES, PL and UK; e-invoicing via Peppol, Factur-X, FatturaPA and more.
    • Energy sharing and charging infrastructure. Shared building supply and tenant electricity; charging points from planning to operation.
    • Audited and certified. Cyber Resilience Act, ISO/IEC 27001 and documented AI classification — including for public-sector customers.

Questions or wishes about a feature? Talk to us. Get in touch

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30 minutes, free, via video call. Or drop us a line about what should run better in your business.

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