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    SOLUTIONS

    Our clients use our software to serve more customers, more cost effectively, across all programs using a single, cloud-based platform.
    Start at the beginning with a DIY
    Energy Assessment…
    Configure your demand response
    offer to meet your customer
    where they are…
    Manage utility delivered weatherization,
    health and safety for those who need
    it most…
    Deliver WAP and LIHEAP programs
    more efficiently and effectively…
    Increase customer satisfaction and lower
    the cost of saving energy at scale using our
    proven, unified platform…
    • Best first step
    • No cost to customer
    • Data capture for EE marketing
    • Energy savings educator
    • High volume/low cost
    • Empowers DIY
    • Drives to Marketplace
    • Connects to Trade Ally
    • Optimizes valuable resources
    • Offers Live chat energy advisor
    • Online enrollment
    • Real-time account validation
    • Pro, DIY and BYOD options
    • Self-scheduling appointments
    • Inventory management
    • DRMS integration
    • OEM partnerships/integration
    • Manages field workforce
    • Tracks customer move-in, move-out
    • Provides dashboard & reporting
    • Real-time account validation
    • Workflow management
    • Trade Ally management
    • eLearning management
    • Partner management portal
    • Integrates data
    • Manages funding sources
    • Automates workflows
    • Provides dashboards and reporting
    • Manages field staff and inventory
    • Automated eligibility
    • Workflow/document management
    • Trade Ally management
    • Real-time transparency/tracking
    • Invoice/payment system
    • Calculates NEAT/MHEA audits
    • Processes work orders
    • Manages complex funding
    • Manages and tracks installations
    • Documents QC inspections
    • Ongoing customer engagement
    • Incentive + behavior driven
    • Utility as the Energy Advisor
    • Trade ally management & training
    • Qualified financing
    • Integrates data
    • Automates workflows
    • Provides dashboards and reporting
    • Manages field staff and inventory
    • Provides integration layer with APIs & HPXML output

    Customer Engagement

    All of EDM’s solutions are designed with the customer lifecycle in mind. Always connected. Never one and done. Customer for life…..

    Trade Ally Management

    Transparency, training and ranking systems ensure great contractors thrive, homeowners make informed choices and utilities become trusted energy advisors….

    Field Management System

    Connect, optimize, and track your field teams to increase production. Your stakeholders will thank you for making the most of their valuable time.

    Integrated Financing

    Our integrated financing makes major energy upgrades easier. Drive more comfort for you customers, jobs for your contractors and savings for your programs.

    Incentive Management

    Our platform’s built in QA and QC elements get it right and get it out, so you have confident teams and happier customers.

    Learning Management System

    Anytime access to curated material drives better understanding of energy efficiency and your program's guidelines. Homeowners make better choices; contractors do better work and programs truly transform the market.

    Field Mobile App

    Empower your field team and partners with a powerful tool that streamlines their workflow and unburdens them from needless administration.

    OEM/DRS Integration

    Our operational platform integrates seamlessly with our partners, providing peace of mind and unique options to design and implement your DR programs.

    Inventory Management

    Integrated and automated tracking, ordering and distribution makes sure the right stuff gets to the right place at the right time.

    DOE Calculations

    NEAT/MHEA calculations are generated through our Department of Energy approved, user-friendly platform. Save time. Weatherize more homes….

    Contact Us

     +1 714 242 5701 info@energydatametrics.com   100 W Broadway, Suite 680 Long Beach, CA 90802

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