For the past 2 years, I have been manually collecting data and generating reports in word. I offer a short report (4-7 pages) which covers the basic BPI requirements and red flags any hazards, and a much more robust report (over 20 pages) which serves as a long term guide towards sustainability. The larger report features many graphs, pictures, and site specific images.



While my clients think the large report is fantastic, it takes an inordinate amount of time to create. I have been looking for the "silver bullet" software solution that makes the auditing process, reporting, retrofit scope of work, and sales much more efficient. Last spring, I participated in a webinar for Recurve and I had hoped that Recurve would be that "silver bullet", but I have no idea if or when it will ever be released. 


A homeowner hired me to retrofit their house after they had an audit by a large company with locations in 3 states. Their report was atrocious. They erroneously overestimated the square footage by 1500 sq.ft. and therefore all their conclusions were WAY OFF. While they had 5 pages of IR images depicting air leakage, they offered no solutions. Even with the evidence of so much air leakage, the auditor declared them OK because the error in house size threw off all of his air leakage conclusions. The only concrete solution this company offered was to change light bulbs and buy a solar attic fan; which they happen to sell. The home in question had mostly cathedral ceilings and an attic fan would have only exaserbated the stack effect due to inadequate passive roof ventilation. Clearly, this company's system did not work. This type of shoddy reporting will give us all a BAD name. Maybe a better software and system would have helped this inexperienced auditor produce an accurate and helpful report. But clearly this company has much larger issues too.


1) How do you pre-qualify a homeowner before the audit?

2) How are you auditors collecting data, generating reports, and selling retrofits?

3) What software, if any do you use?

4) How do you handle images? 

Views: 3987

Reply to This

Replies to This Discussion

How about you actually doing the "labor"? I find it insulting "Once we know what to do, where and how to do it, we still lack the laborers" If you lack the expertise of actual hands on experience you really have no business in this business. We have enough "paper pushers" Get out there and actually do something with your hands other than type, it's actually gratifying.


Has this software been approved and listed on the DOE approved software site?

Hi.  I noticed nothing has been posted here since April.  Anyone have anything new to offer regarding software -- I am on the look-out for the "silver bullet" as well and to make it more complicated -- Apple compatible.  :)


You should check out my company's handheld Energy audit:  Hancock's "HEAT."  It runs on the iPad, iPhone and iTouch.   1. Enter the homeowner address information, 2. Take the Apple device into the field and run the energy audit.  Produce a graphic-rich homeowners energy savings report on site that accurately projects savings from recommended measures.  3. Take photos and voice memos directly from the iPad, iPhone or iTouch.  The photos will embed themselves in the reports.  4.  If you're looking for the "silver bullet," use the back-end too.  Meaning, follow through with the recommended measures and create visual work orders and organize your entire work flow. 

It is currently being used in 15 states.

If you want to see it, send me an email "danielle [at]" or give me a ring   508-718-2974, toll free 1-866-358-5217

Thanks Danielle.  Just went to your site and ordered a free demo.  This looks VERY PROMISING!!!  It is so incredibly hard to find apple friendly products for home energy software.

Danielle, that sounds exciting!  

Does it have a mechanism for tracking & reporting results?  One of the challenges is having confidence in the promise.  Tracking one or two job and, whether a success or a failure, you can't have much certainty.  

But if you track results on enough projects you'll start to develop a statistical confidence around promised to actual savings (How nice to be able to say; "my last 20 jobs people saved $1.05 for every dollar projected, with the typical range being between 93 cents and $1.20").  

The challenge is manually tracking and performing analysis is very time consuming.  A software that had some tracking analyses built in would be really nice.  

May not be a silver bullet, but give Home Gauge a look. Adaptable to home Inspectors and Energy Audits as well. Integrated spread sheets apply to BPI audits and can be easily customized to do SIR Rate of return calculations for suggested upgrades. The software also breaks out findings to a workscope report.I like it!

Interesting that nobody has mentioned the RESNET HERS yet?  We use it for new and retrofit.  It is accepted for new & existing home mortgages, ENERGY STAR and recognized nationwide.  The features and reports are many.  It may be a bit difficult for a layman to understand many parts of it but if the rater takes just a few moments then most of the reports can easily be understood, even by an 8th grader!  You do need to get the HERS training & work with a QC provider but we feel that it weeds out the incompetent "wanna be".

It is not very customizable and we have occasionally (rarely) added our own simple Word doc with pictures.  Surely not a "silver bullet" of energy auditing but probably just a good average .38 caliber!

The HERS is comparable to BPI and often seen as competitors although they do show up promoting the same issues and driving to ward the same end goals.

BTY we act primarily as 3rd party and remove ourselves from selling other products, services and such although it is very tempting to engage in that as well.  We do give referals when asked but disclaim any guarantees. Our website -


Also whrightsoft is in the process of developing there on auditing module. Just participated in a whrightsoft class and was given this info. Whrightsoft is the "silver bullet" for hvac loads calc. and reporting.

Kent---------------Please excuse my possible ignorance,but could you give more details on the RESNET/HERS software you mentioned. I was not aware that RESNET had software of their own. Might you be refering to REMRATE? I would be intersted in seeing the RESNET/HERS software. Do you have a link to info?

Yes the HERS (Home Energy Rating System) is derived from Remrate.  RESNET raters use the Remrate software for reports ranging from tax credits, ENERGY STAR certifications, certain mortgages and improvement options with several types of payoffs, & more... It isn't RESNET software but as far as I know the Raters all use it?  We use it for new and existing home applications.  

Kent----thanks for clarifing that RESNET does not have their own software. I figured you knew something that others would want to know. RESNET has three approved software progams for raters.Where you are located and what others in your area are using sometimes makes one think that's all there is.

If you have not given Phil Jeffers software a test drive, it's worth an investigation. Sometimes folks don't want or need all that REMRATE can do.



Home Energy Pros

Home Energy Pros was founded by the developers of Home Energy Saver Pro (sponsored by the U.S. Department of Energy,) and brought to you in partnership with Home Energy magazine.

Latest Activity

Richard L. Sanderson replied to Bud Poll's discussion Inconsistant Local Authority
"Bud: I like the idea of a third party review board. My own experience in local government is that…"
6 hours ago
Matthew Lutz commented on Kaplan Clean Tech's blog post The Difference Between Home Inspection and Energy Auditing [Infographic]
"I would have to agree with Steve on this.  I am a Certified Energy Manager and have performed…"
11 hours ago
Matthew Lutz joined Diane Chojnowski's group

Hall of Shame

In this group, members share an array of images from the field, showing the kinds of issues…See More
11 hours ago
Matthew Lutz replied to Kari Sauder's discussion Easy Water Heater Venting in the group Hall of Shame
"I have been in the HVAC trade since 1986. I have recently completed a Home or Real Estate…"
11 hours ago
Susan E. Buchan posted an event

EEBA Houses That Work at Hilton Asheville Biltmore Park

November 3, 2014 from 8am to 4:30pm
Registration: 8:00 amSession: 8:30 am to 4:30 pmWorkshop Covers:Introduction to EEBA and its…See More
15 hours ago
Susan E. Buchan posted a status
"EEBA has scholarships to our Houses That Work Sessionsfor Vets! Contact for more info"
16 hours ago
EnergyLogic Academy posted events
16 hours ago
Andrew Peel posted an event

Using PHPP in Building Design and Certification at Queen's Quay

November 24, 2014 at 9am to November 25, 2014 at 5pm
In this two-day course, participants will learn how to use the PHPP for residential building design…See More
17 hours ago

© 2014   Created by Lawrence Berkeley National Laboratory.

Badges  |  Report an Issue  |  Terms of Service