Energy Auditing Software and Reporting

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?