Built for energy program administration.
One platform for applications, contractors, inspections, and compliance reporting — built for utilities and program implementers.
- Contractor onboarding & certification tracking
- Inspection workflows with mobile capture
- Automated rebate & compliance reporting
Energy programs are complex operational systems.
Contractor onboarding, inspections, rebate processing, compliance reporting — still run on spreadsheets, email, and PDFs.
Spreadsheet Chaos
Data scattered across files with no single source of truth. Errors compound as programs scale.
Email-Based Workflows
Approvals buried in inbox threads. No visibility into who approved what or when.
Manual Reporting
Compliance reports assembled by hand, risking errors, delays, and audit findings.
As programs scale, risk compounds:
- Missing or incomplete data
- Delayed approvals and bottlenecks
- Increased audit exposure
Operational infrastructure for energy programs.
One platform purpose-built for managing complex, compliance-driven energy programs — intake to audit-ready reporting.
Everything your energy program needs.
Purpose-built features for utility program administration.
Contractor onboarding workflows
Digitize contractor enrollment, track certifications, and maintain compliance documentation. No more spreadsheets or paper files.
- Self-service contractor registration portal
- License and insurance verification
- Certification tracking with expiration alerts
- Performance history and ratings
Inspection management
Schedule inspections, capture results in real-time, and route findings for approval. Mobile-ready for field teams.
- Mobile inspection forms with photo capture
- Automated scheduling and assignment
- Pass/fail workflows with re-inspection routing
- GPS verification and timestamp logging
Rebate processing workflows
Automate the entire rebate lifecycle from application to payment. Track status, ensure eligibility, and maintain documentation.
- Configurable eligibility rules and validation
- Multi-stage approval workflows
- Payment tracking and reconciliation
- Participant communication automation
Compliance documentation
Maintain audit-ready records for every program activity. Complete traceability from application to completion.
- Automatic document generation and storage
- Version control and change tracking
- Regulatory reporting templates
- Full audit trail for every record
Program reporting
Generate compliance reports, track KPIs, and export data for stakeholders. No manual data assembly required.
- Real-time program dashboards
- Customizable report builder
- Automated report scheduling
- Export to Excel, PDF, or direct API access
From application to reporting.
One connected workflow across every stage of energy program delivery.
Run your energy program with confidence.
Transform your program operations — from intake to audit-ready reporting.