Your Workflow. Our Platform

Workflow Management Software for Utilities

Our centralized electronic platform automates everything regardless of type of program, facilitating instant completion of complex manual processes

Scale up program and increase popularity among residential and commercial customers

Expedite facility inspections and approvals by digitizing equipment data collection and processing

Make customers happy through faster approval of rebates and incentivize energy efficient measures

Reduce the time to PTO (Permission to Operate) for commencing distributed generation at customer end

Expand the reach your community ownership and subscription programs by streamlining the entire process flow

Speed up and track all processes from online application submission to issuance of Permit to Attach.

Instantly ascertain the best HVAC contractor available for service at a locality satisfying configured skillsets

Track the complete process of building, plumbing, electrical or other permit applications in a single dashboard.

Comprehensive feature-suite that enables you to streamline process flow automations

Quickly set up the skeleton that governs your programs.

Construct data models to store all data as well as publish data collection forms and pages
Outline your entire process workflow with all branching and validations
Set up conditions, business rules, and flows that accompany each step
Schedule jobs to create applications from documents, send notifications based on workflow status, and many more

Leverage any degree of customizations you want over all that you configure

Implement any kind of application validation based on one or more business rules before submissions
Set up a task or sequence of tasks on each trigger, such as before or after completion of a step
Templatize documents, customer attachments, and email notifications to ensure consistency throughout
Create custom filters and searches on records and save them for ease-of-access later

Exercise complete control over all your configurations and customizations

Grant platform access levels specific to each user and control who can do/see what.
Lock/unlock records such as payments, projects, and applications to control its modification

Keep your customers and program/project stakeholders informed as and when needed.

Send personalized emails and/or show platform notifications to whoever & whenever necessary
Communicate actionable program/project insights from intuitive reports & dashboards