The complete ESCO software platform, in ten modules.
One system runs the whole retail-energy back office — EDI exchange, enrollment, broker management, rating, billing, audit, CRM, mobile sales, reporting and infrastructure. Every module shares the same data, so an enrollment that clears in the field flows straight through to an accepted invoice.
Every utility transaction, exchanged and acknowledged.
EDI is the round-trip at the center of your business: an enrollment goes out, a functional acknowledgment comes back accepted, and invoices and payments follow. Enersoft runs that exchange end to end so your team works with customers, not raw transaction sets.
Provisioning and testing are handled by the Enersoft team, with no effort required on your part, and the system is configured for rapid expansion into new territories as you grow.
- Done-for-you provisioning
EDI provisioning and testing are completed by the Enersoft team, with no effort required on the ESCO's part. - Built for rapid expansion
The EDI layer is configured to let you move into new utility territories quickly, without re-engineering the pipeline. - Real-time transaction visibility
A web portal lets you view and research the status of every EDI transaction in real time — no waiting, no black box.
Sign up customers cleanly, the first time.
Signup and enrollment of new customers is straightforward. The enrollment platform has purpose-built features that keep new business moving smoothly and without delay — catching problems before they reach the utility.
Every enrollment is tagged with the correct rate plan and commission rate for its vendor or salesperson, so downstream billing and payouts stay accurate from day one.
- Batch and single enrollment
Enroll one customer or a full campaign upload in the same workflow. - Auto-tagged rate & commission
Each enrollment is automatically tagged with the correct rate plan and commission rate for its vendor or salesperson. - Up-front error detection
Data-entry errors are caught immediately, which accelerates delivery and acceptance instead of triggering rejections. - Duplicate handling
Identifies duplicate sales and automatically rejects or re-enrolls the customer based on current status — fully customizable. - Hands-off EDI & usage requests
All EDI transactions for historical usage requests and enrollments are handled automatically, with no user interaction. - Automatic customer classification
Sets commercial or residential type from the utility's designation, driving correct taxation and rate-plan assignment.
Run every channel from one dashboard.
The vendor and broker management suite is fully customizable, letting you manage your entire marketing effort from one dashboard — with complete control of internal and external vendors, brokers and sales agents.
Every sale carries its full context: the rate plan assigned, the vendor, the commission and any promotions included. Reporting shows which campaigns are working best so you can plan the next round of growth.
- Unlimited campaigns & structures
Set up any number of unique campaigns and commission structures for internal and external vendors. - Flexible commission models
Flat-rate commissions for one- or two-meter signups, residual commissions on a percentage of invoice or usage, or any combination of the two. - Automatic chargebacks
Charge vendors back automatically if a customer cancels before a predetermined time. - Minimum-usage withholding
Withhold payment when a meter doesn't meet a minimum usage threshold. - Full sale context
Automatically tracks the rate plan assigned, the vendor, the commission and any promotions included on every sale. - Non-rate promotions & campaign insight
Create non-rate-based promotions and use reporting to fulfill them — and to see which campaigns perform best.
Commission structures
Payout controls
Tracking & promotions
Unlimited rate plans, delivered to the utility on time.
Build an unlimited number of rate plans with full control of pricing structure — variable, fixed, index-linked, or several combined into a single plan. Rollouts are customizable: run an introductory discount for a set period, then convert to a follow-on plan automatically when it expires.
When the time arrives, the system converts each customer to the designated plan accurately and sends every rate change to the utility on the correct schedule.
- Fully automated rate changes
Rate-change management runs end to end without manual intervention. - Automatic delivery to the utility
The system sends rate changes to the utility whenever a customer's plan changes. - Utility-valid effective dates
Schedules each rate change for the closest effective date the utility will accept. - Automatic resubmission
Re-sends any rate change that the utility rejected, so nothing quietly falls through.
Rate change delivery & acceptance
Bills created and delivered the moment usage arrives.
A powerful built-in billing engine automatically creates monthly bills and delivers them to the utility upon receipt of 867 usage files — with all tax calculations included. No manual intervention required.
Missed billing windows are handled for you: the system automatically resends bills to the utility, and accurate tax is calculated through leading tax engines.
- Automated billing
Monthly bills are created and delivered automatically — no manual intervention required. - Triggered by 867 usage files
Billing fires on receipt of the utility's 867 usage files, so invoices go out as soon as the data lands. - Missed-window recovery
Automatically resends bills to the utility when a billing window is missed. - Accurate tax via CCH or Vertex
Tax is calculated accurately through CCH or Vertex, included on every bill. - Multiple billing models
Supports a range of billing model capabilities to match how each market and utility works.
Find the revenue that quietly leaks away.
In deregulated markets, small billing and tax gaps add up: a rate change that landed a cycle late, usage that was never billed, a jurisdiction taxed at the wrong rate. The audit module runs periodic checks across your billed book to surface those gaps and help you recover them.
Where a correction is warranted, retroactive billing lets you bill for prior periods that were missed, and rate changes are applied surgically to the exact accounts and effective dates involved — not with a blunt re-bill of the whole base. The company's own experience is that suppliers using these mechanisms can bill in the range of 4–8% more than they otherwise would; your own results depend on your book and markets.
- Periodic billing audits
Scheduled reviews compare what was billed against what should have been, flagging under-billed accounts and missed cycles. - Retroactive billing
Recover prior-period revenue by billing correctly for windows that were previously missed or mis-rated. - Surgically accurate rate changes
Corrections apply to the exact accounts and effective dates involved, avoiding blanket re-bills that create new errors. - Tax jurisdiction checks
Audits taxation by jurisdiction to catch rates applied incorrectly, working alongside the CCH and Vertex tax engines. - Cross-checked results
Findings are cross-examined against your other reports before action, keeping recovery accurate and defensible.
The whole customer, at a glance.
The CRM gives your team a complete dashboard where an entire customer profile is visible at a glance — account, bill, usage and history in one place, so representatives can resolve questions without hunting across systems.
A detailed, fully customizable call log captures every interaction with predefined reportable fields, and reporting lets representatives follow up on anything still unresolved.
- Complete customer dashboard
See an entire customer profile at a glance, including a dedicated area to review the customer's bill and usage. - Automatic welcome letter
New customers receive a welcome letter automatically as they come on board. - Detailed, customizable call log
Log every call with predefined reportable fields — type, subtype, resolution and follow-up date — configured to your process. - Follow-up reporting
Reporting surfaces unresolved matters so representatives can follow up and close the loop.
Close enrollments in the field, on a phone.
Door-to-door and event sales don't happen at a desk. The mobile sales app lets an agent enroll a customer from a phone or tablet on the spot — capturing account details, selecting the right plan, and submitting the enrollment without paper or a callback.
Because it feeds the same enrollment pipeline as the rest of the platform, a field signup is validated up front, tagged to the agent for commission, and moves straight into EDI — no re-keying, no separate system to reconcile.
- Enroll from a phone or tablet
Agents complete a full enrollment in the field — account details, plan selection and submission — from a mobile device. - One shared enrollment pipeline
Field signups feed the same enrollment engine as the office, so there's no separate system to reconcile later. - Validated at the door
The same up-front error checks run in the field, so problems are caught before the enrollment ever reaches the utility. - Commission attribution built in
Each mobile enrollment is tagged to the agent and campaign, so commissions and chargebacks track automatically. - Straight into EDI
A completed field sale flows directly into the EDI exchange as an 814 enrollment — no paper, no re-keying.
Analyze the business from every angle.
Built-in reporting tools let you examine your business from numerous positions — from a high-level executive dashboard down to the exception detail behind a single rejected transaction. Reports are cross-examined against each other to keep results reliable.
Schedule any report to be delivered to your inbox automatically, on any schedule and at any frequency you like.
- Executive dashboard
A rich set of charts gives you a sense of the business at a glance, so you can analyze and improve your approach dynamically. - Financial reporting
A full set of financial reports covering the numbers that run the business. - Exceptions
Reports on every EDI transaction that was rejected by the system, so nothing sits unresolved. - Taxation
Segments taxes into different jurisdictions to support your tax filings. - Churn & enrollment analysis
Analyze attrition and new enrollments by territory, vendor, rate plan, promotion and more. - Commission & chargeback detail
Provides everything needed to pay vendors all commission types, and flags unmet minimum-usage and chargeback requirements. - Customer status snapshot
A snapshot of the entire customer base segmented by status, with room for further custom reporting. - Scheduled auto-reports
Schedule any report to arrive in your inbox automatically, on any schedule and frequency you choose.
Built to stay up, and to plug into what you already use.
Enersoft is a cloud platform engineered for high-speed delivery, efficiency and scalability, with role-based security so different levels of users see exactly what they should. It also connects to the supporting systems your operation already relies on.
Your system and data are continuously backed up to redundant, geographically separated cloud infrastructure, so a robust disaster-recovery strategy is built in rather than bolted on.
- Forecasting & TPV systems
Integrates with most forecasting systems and most TPV vendors used across the industry. - Simple vendor file upload
A straightforward file upload brings in leads from telemarketing and other vendors. - Role-based privileges
Full security privileges configured for different levels of users. - Fast, scalable delivery
Engineered for high-speed delivery, efficiency and scalability as your book grows. - Geographically redundant backups
Full copies of the system and data are stored in two separate locations for a robust disaster-recovery strategy. - Hosted on redundant cloud infrastructure
Runs on resilient, enterprise-grade cloud infrastructure built for continuity and rapid recovery.
External integrations
Security
Infrastructure
See the whole platform in one session.
Walk through the modules that matter to your ESCO — enrollment, billing, audit and the EDI round-trip behind them — with the team that runs them every day.