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Audits, assessments and advisory — operating within the Energy operational architecture, with capabilities, data fields, and workflows configured for how an energy auditing actually manages its day-to-day operations.
An energy auditing business sells clarity — a professional assessment of how a property uses energy, where it wastes it and what upgrades will pay back. The best auditors build a reputation on thorough reports that lead naturally to implementation, whether they deliver it themselves or refer to trusted installers.
Auditors are visiting properties, logging appliance loads, thermal imaging, tariff analysis and usage history — then writing reports that have to be consistent, professional and actionable. Site data lives in field notes and photos that must be manually compiled into a report. When the report recommends solar, battery or efficiency upgrades, the link to a quotation or installer referral is manual and often delayed. Follow-ups depend on staff memory, not a scheduled workflow.
Starts from the Energy core — shared capabilities, terminology and workflows — then configures precisely for energy auditing: specific data fields, approval steps and operational reports. You define your actual workflows and the system structures itself around your energy auditing operation, evolving as the business grows.
These are the capabilities configured for this template. Start with them, then adjust to your process — nothing invented, only what a energy auditing actually uses.
Keep the team organized and shifts covered.
Hire the people you need without losing track of candidates.
Contacts & CRM keeps the operational detail in one place.
Products/Services keeps the operational detail in one place.
Inventory keeps the operational detail in one place.
Keep orders and revenue moving through the business.
Deploy from the Energy operational baseline—shared capabilities, field structures, and workflow logic—then extend it with the data models, process steps, and reporting formats specific to a energy auditing operation. The architecture configures around your internal processes and scales as your business grows.
The core numbers that determine profitability and operational efficiency for energy auditing operations.
Site-to-Quote Time
< 48 hoursDays elapsed between initial customer inquiry and site survey quotation.
Permit Approval Cycle
< 14 daysDays taken to process building and electrical permits before installation.
Crew Install Rate
6 - 10 kW/dayKilowatts (kW) of solar or battery capacity installed per crew day.
Warranty Call-Back Rate
< 4%Percentage of completed installations requiring a post-handover service visit.
Deploy your workspace without interrupting day-to-day operations or retraining your team.
Upload existing customer data, product catalogs, or asset lists in under an hour.
Set job card stages, approval rules, and terminology to reflect how your team actually works.
Give technicians, advisors, or desk staff simple mobile and web views with minimal training.
Review weekly numbers, refine automation rules, and add custom fields as your operation expands.
Most energy auditing operations complete workspace setup, custom field mapping, and baseline data import within 1 to 2 business days without needing IT consultants.
Yes. You can import CSV or Excel spreadsheets containing client lists, product catalogs, service rates, and active job histories directly into your pre-configured data fields.
Yes. Every module allows you to add custom fields, rename terminology, set status stages, and configure approval rules without writing code.
Yes. ConfigBiz is fully responsive and runs in any web browser on iOS, Android, or desktop, allowing technicians, advisors, and field staff to update work orders on the go.
You can define role-based access controls so desk staff, field technicians, managers, and accountants see only the tools and data relevant to their role.
Yes. Add each branch under Company settings → Branches and assign orders, invoices, expenses, payments and stock movements to it. Reports break sales and spend down per branch next to workspace totals, and you can rename “branch” to store, office or site to match your business.
You can configure trigger rules that automatically dispatch email or SMS updates to clients when a job status changes, a quote requires sign-off, or an invoice is issued.
Yes. All dashboard metrics, custom data tables, and financial ledgers can be exported to CSV or Excel for seamless accounting reconciliation or external audits.
ConfigBiz is modular. You can enable additional capabilities, create custom data fields, and expand your team seat count at any time as your business grows.
Yes. ConfigBiz provides structured setup templates, video walkthroughs, and responsive support to ensure your team transitions smoothly without operational downtime.
One workspace, your way
