EPMate CRM & Portal

Run your whole business from one portal

EPMate gives installers a complete CRM and back-office - customers, leads, quotes and signatures, all in one place.

Customer management

Centralised customer records, history, documents and contact details - searchable in seconds.

Customer record

Search customers, jobs, addresses…
SM

Sarah Mitchell

HVAC · 3D

JO

James O'Connor

Hot water · 35

PS

Priya Sharma

HVAC · 6D

Lead management

Visual pipeline from new enquiry through to won - never let a job slip through the cracks.

Pipeline this month

New

12

$48k

Quoted

7

$92k

Booked

4

$54k

Won

9

$118k

Conversion rate
28%

Proposals & online signatures

Generate professional quotes, send them to customers and capture electronic signatures online.

Proposal #PR-2048

Quote for Sarah Mitchell

12 Banksia St, Brunswick

Sent
Daikin 7.1kW split system$2,890
Installation & commissioning$650
VEEC rebate applied−$1,140
Total$2,400
Customer signature
Signed online 14 May, 10:42am

Built to scale your install business

Job scheduling

Plan crews, allocate jobs and dispatch directly to the installer app.

Live notifications

Real-time updates as jobs progress through audit, lodgement and payout.

Reporting

Pipeline value, conversion, VEEC volume and revenue at a glance.

One source of truth

Customers, jobs, quotes, photos and certificates all linked in one record.

One portal. Every job.

Join VEURebates and run customers, leads, quotes and rebates from a single login.

Talk to our team