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Adaptive Energy Modeling Enter few or many data points. Whatever your workflow, Snugg Pro adapts to deliver the best possible results. |
Compelling Reports Create rich, customized and conversion-oriented reports in minutes. |
Templates for Everything Standardize and save valuable time with custom job templates, cost templates, and financing product templates. |
Chat & Document Storage Upload files, make comments, and chat in real time with teammates directly inside the job. |
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Home Energy Score Offer the Home Energy Score seamlessly without ever leaving Snugg Pro. |
Financing Products Define your financing products and tie them into your proposal. |
Work Orders Generate your work order in Snugg Pro, complete with legal info, payment terms, taxes, and signature line. |
Green Button Import Save valuable time by importing detailed utility bills using the Green Button Download My Data format where available. |
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Photo Management Easily drag, drop, and crop your regular and infrared photos. Do it directly on your smart phone, tablet or laptop. Snugg Pro will resize photos automatically int he report. |
API, CSV & HPXML Build complex software integrations with your CRM or other tools using the developer API. Snugg Pro also supports exports in CSV and HPXML file format. |
Generate compelling proposals and audit reports
Snugg Pro automates time-consuming tasks like formatting photos and layout so you can focus on the content.
Some homeowners are technical, others are not. Some are earth-conscious, others budget-minded, and many are comfort seekers. Snugg Pro lets you create audit reports that are as unique as the people you serve.
Report Features You'll Love
- Create templates for you & your company
- Turn any page on or off
- Show or hide elements based on end user
- Capture and display homeowner concerns
- Present multiple financing options
- Access photos locally or from Dropbox and Google Drive
- Take photos with your mobile device’s camera
- Edit text directly on the report
- Publish BPI health and safety test results
- Output complete job specs
- Show program rebates and incentives*
- Screen, print and PDF optimized format
Achieve Peak Productivity
Real-time collaboration
See your colleagues’ jobs as they evolve. Jump in to help. Every keystroke is saved to the cloud in an instant.
Multi-user collaboration
Manage one or multiple company accounts, invite users, set permissions, revoke access and more. All your company jobs are in one place in real time.
Cross-device compatibility
Snugg Pro’s UI adapts and resizes to work on tablets, laptops and smartphones. Works on Windows, Android, iOS and Linux.
Free over-the-air updates
Never install patches again. Snugg Pro is cloud-based. Updating is as easy as refreshing your web browser window.
Live chat support
Get help fast. Access free live chat support during business hours. Consult our online knowledge base around the clock for tips, how-to's and answers to common questions.
Smart contextual help
Access contextual videos, help articles and tips as you use Snugg Pro. Visit our searchable knowledge base for helpful articles.
Training resources
Join weekly live webinars or access our self-paced training videos to get you and your team up to speed.
Activity tracking
See new jobs created, stage changes and other important milestones in the job's activity feed.
Work better with your existing energy efficiency programs
Use Snugg Pro in your preferred program for:
- Up-to-date incentive information
- Live rebate calculations
- Program job templates
- Exclusive financial products
- Instant in-job messaging and file exchange with program admins
Some or all of these features are available in the following programs:

Flexible pricing lets you pay per job
- No annual license fee, no set up fee
- You only pay for jobs created
- Unlimited users, No per user fees
- Unlimited devices, No per device fees
- Mobile compatible, no separate app needed
- Free software updates
- Free unlimited training & support
- Typically saves 1 to 3 hours on every audit
- Improved conversion rates
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