Case study · CRM-ERP for energy renovation
A tradesperson's whole business.
One single CRM-ERP.
CRM-ERP software for heating engineers and energy renovation tradespeople (heating, AC, solar, insulation, hot water). Site visits, quotes, scheduling, job sites, invoices and a field app.
- Started
- May 2026
- Commits (V1)
- 1'207
- Merged pull requests
- 134
- Stack
- Next.js · Supabase · AI
The problem
A heating engineer loses hours every week: quotes redone by hand, scheduling on paper, forgotten annual servicing, job site photos scattered across everyone’s phones and invoices chased too late.
What we built
- 01
A complete CRM-ERP: requests, site visits, quotes, scheduling, job sites, invoices and payments.
- 02
6 trade universes you can activate: heating, AC, solar, insulation, hot water, full renovation.
- 03
A field app for technicians: daily route, before and after photos, sign-off report signed on site.
- 04
The bridge with Ryze Habitat: qualified requests from homeowners land directly in the tool.
- 05
A version 2 rebuilt since late August 2026, with themes per trade and dashboards per role.
Why it works
Designed with a real heating engineer, the first client in production in France.
A single database for the office and the field: no more double entry.
Inbound requests with consent replace cold calling, which is banned in France for energy renovation.
Frequently asked questions
What is Ryze ProBat?
CRM-ERP software for energy renovation tradespeople: site visits, quotes, scheduling, job sites, invoices and a field app, in a single tool.
For which trades?
Heating, air conditioning, solar, insulation, hot water and full renovation, activated to fit each company.
Is Ryze ProBat used in production?
Yes, by a heating engineer in France, the solution’s first client.
Your project
The same standard, for your trade.
Describe your business in 2 minutes: recommended modules, pricing, then a human gets back to you.
