Renewables - Commercial Energy Audit to Proposal

Capture the inquiry as a lead. Record site type, floor area, annual energy spend, and technologies of interest. Use this to qualify the assessment scope before booking the site visit.

Conduct the site visit using a structured digital assessment form. Record meter data, roof orientation, shading, existing HVAC, EV fleet size, and grid connection details. Capture photographs against the assessment record.

Open a job record to track the analysis and report drafting process. Assign tasks, record findings from the site assessment, and hold all client communication in one place.

Raise RFQs to equipment suppliers for indicative pricing on the technologies being modeled - solar panels, battery storage, heat pump units, or EV chargers. Record responses against the job.

Build the formal proposal covering the recommended technology combination, system specification, investment cost, estimated annual yield, payback period, and available grant funding.

Issue the proposal and track its status against the original lead record. Follow up systematically. Convert accepted proposals to live installation jobs without repeating the data-gathering process.

Assessment data collected on paper or in separate documents has to be manually re-entered to produce the site report, and different field engineers record different information on every visit.

Multiple site visits and proposal revisions are tracked by email, making it impossible to know which version of a proposal the client is working from.

Converting a completed site assessment into a costed proposal takes hours because equipment pricing has to be gathered from separate supplier quotes and calculated manually each time.