Development of a Digital Home Energy Audit and Proposal Automation System

The client currently performs home energy audits manually with paper-based notes, leading to difficult-to-read documentation and delays in report processing. The time lag in generating proposals—often taking weeks—hinders customer satisfaction and limits operational growth. The client aims to automate and accelerate the audit and proposal process to deliver reports within 24 hours, enabling faster customer engagement and increased capacity for audits.

A regional provider of home energy efficiency consulting services that conducts in-home audits to improve energy performance and reduce costs for homeowners.

• Automate the collection and transmission of home energy audit data via a mobile or web application to reduce manual data entry and processing time.
• Enable on-site digital audits that automatically send reports to the central system for immediate review and report generation.
• Develop a flexible audit form builder that allows updates to reflect evolving standards and guidelines in home energy efficiency.
• Implement intelligent branching logic within the audit software to automatically suggest recommendations based on user responses, reducing administrative workload.
• Guarantee report and proposal delivery to clients within 24 hours of the audit, significantly increasing operational throughput.
• Support business growth by increasing the number of audits performed per day and streamlining report preparation, leading to higher revenue volumes.

• Mobile-friendly web application for on-site data collection using handheld devices or smartphones.
• Automatic transmission of completed audits directly to the central server for processing.
• Dynamic form builder allowing administrators to update audit questionnaires and standards without system downtime.
• Advanced branching logic enabling real-time recommendation predictions based on selected responses.
• Dashboard for administrators to review incoming audit reports, edit proposals, and send finalized documents to clients within a 24-hour window.
• Secure user authentication and role-based access control for auditors and administrators.

• Central database or data storage for audit reports and client information
• Email system for sending proposals and reports to clients
• Standards or reference guidelines updating system for form modifications
• Authentication provider or user management system

• System scalability to support increasing volume of audits without performance degradation
• High availability with 99.9% uptime to ensure timely report delivery
• Data security and confidentiality compliant with applicable regulations
• User-friendly interface with minimal training required for auditors and admins
• Audit data processing time optimized to support report generation within 24 hours

The new digital audit and proposal automation system is expected to significantly reduce the time taken from conducting an audit to delivering a proposal—targeting a 95% reduction in turnaround time. This efficiency gain will enable the client to increase the number of audits performed daily, support business growth, and generate higher revenue. Improved data accuracy and automated recommendation logic will enhance service quality, leading to higher customer satisfaction and retention.