TEMPLATE GALLERY
Reports become queries. G&T, USDA RESP, state, and board reporting assembled from data you already captured.
5 templates
5 templates
Your G&T report, on autopilot
A quarterly program report formatted for G&T submission — participation, spend, and savings by program — generated and delivered on schedule.
The file cabinet, retired
Auto-compiled documentation packets per submission — application, uploads, approvals, and timestamps — retrievable in seconds for any audit request.
Federal money, federal paperwork — handled
A compliance bundle for USDA RESP-funded programs: loan activity reporting, participant records with required fields, and audit-ready documentation.
Annual state reporting without the re-keying
An annual report template mapped to common state energy office formats, with measure-level savings and demographic breakdowns where required.
One page your directors actually read
A one-page monthly snapshot for your board: participation, dollars to members, savings, and a trend line — auto-delivered before every meeting.
Every template in this gallery replaces a paper form, a PDF, an email chain, or a spreadsheet somebody at your co-op maintains by hand. Save one and see the difference this week.
Start your free trial with any template — be taking real applications this week.