Portfolio overview

Energy upgrade projects

Track every property from first inquiry through assessment, pricing, approval, and proposal.

Active projects3Across the current portfolio

Pipeline value$0Estimated gross project cost

Customer investment$0After incentives

Annual savings$0Estimated utility savings

Projects

Select a property to continue working.

Recent activity

Local prototype history

Step 1 of 5

Property intake

Capture the property, client, utility, and unit details that drive the assessment.

Changes save locally

Property & client

Based on the workbook’s Inquiry form.

Property name *

Assessment date

Management company

Property owner

Primary contact

Email

Street address

City

State

ZIP code

Property characteristics

Required for HVAC and envelope recommendations.

Building type

Year built

Buildings

Stories

Total property area (sq ft)

Current occupancy

Unit mix *

Studios

1 bedroom

2 bedroom

3 bedroom

4 bedroom

Total units: 0

Program & utilities

These values determine utility rates and incentive pathways.

Program area

Market designation

Project type

Electric provider

Gas provider

Water provider

Electric rate ($/kWh)

Gas rate ($/therm)

Water rate ($/1,000 gal)

Step 2 of 5

Site assessment

Record existing conditions and identify opportunities by system.

Quick condition check

Workbook yes/no questions translated into a field-friendly review.

HVAC equipment

Add as many observed systems as needed.

Step 3 of 5

Scope & pricing

Select upgrades, edit quantities and costs, and see customer economics update instantly.

Measure catalog

Representative measures from the workbook’s ECM database.

Measure	Qty	Material	Labor	Margin	Incentive	Total cost

Add measures from the catalog to build the project scope.

Step 4 of 5

Review & finalize

Resolve missing information, confirm project economics, and prepare the client package.

Project summary

Gross cost$0

Incentives$0

Net investment$0

Readiness checks

Complete these before finalizing.

Step 5 of 5

Project documents

Preview and print the client proposal, estimate, or contractor request.