Company logo & contact info

Cover photo

Introduction note

Table of contents - with clickable links

Create a list and summary of the homeowner concerns

Charts & Graphs

Summary list of recommendations

Cost, Savings and SIR

Impact of upgrades

Detailed info page for each recommendation

Cost, Savings, SIR

Captions & Photos

Notes to Homeowner and/or Contractor

Base & Improved values (Now & Goal)

Why it Matters

Display health and safety test results

Add custom recommendations

Create topics that need mentioning but are not included in the cost or savings.

Any standard recommendation can be turned into an additional note

Display up to 3 financing options

Whole house pre and post metrics

Heating and Cooling Load Calculations

Winter and Summer Design Temps

Input data that was used to develop base values

Common terms used in the report.

Fill out data fields for the current state of the home

This data develops the base values for the modeling

The more data included, the more accurate the results will be

Modeling the job when data is complete

After first model

Accept, Note, Decline or modify recommendations

Create custom recommendations and additional notes

Add captions, photos, and notes to each recommendation

Use notes to contractors for in-house data by turning them off in the report.

Prioritize /sort recommendations

Choose up to 3 financing products to display on the report

Create on-time-use only special financing product.

(see the settings button for creating finance templates)

Use report settings to turn on/off any page or elements

Edit report titles or any field that turns yellow when you hover over it

Click on the view/print button to see the final presentation view

Click on the printer icon to print or pdf the report