CRM
EA Platform
QA Platform
Unified Suite: Streamline Audits, CRM & QA
Integrate your workflows and boost efficiency with our all-in-one toolkit
What is AdvisorBuddy ?
AdvisorBuddy is a cutting-edge software company revolutionizing the energy auditing industry. Our mission is to make energy auditing seamless, efficient, and stress-free for both energy advisors and service organizations.
At AdvisorBuddy, we believe that technology has the power to transform the way we work, making processes smoother, faster, and more accurate. That’s why we’ve developed innovative solutions specifically for the energy auditing sector.
Why choose AdvisorBuddy ?
Our team is a powerful fusion of two expertise areas: energy audit experts with over 20 years of experience in building industry, and skilled software developers. This unique combination enables us to deliver cutting-edge solutions that perfectly blend technical expertise with innovative technology. We are passionate about delivering exceptional solutions that meet the unique needs of the energy auditing industry. We’re committed to continuous innovation, ensuring our platforms stay ahead of the curve and provide real value to our customers.
Advantages of AdvisorBuddy ?
Gateways
Our Private Gateway provides a secure, encrypted connection between your system and our software, safeguarding your sensitive data.
User Friendly
Enjoy a seamless interface, easy-to-use tools, and a powerful platform that helps you achieve your goals.
Support
We're passionate about delivering exceptional support and service quality. Our team is always here to help, providing personalized solutions and ensuring seamless service delivery
Up to Date
We're committed to continuous innovation, ensuring our platforms stay ahead of the curve and provide real value to our customers
Features
Generate H2K Files
With AdvisorBuddy EA, effortlessly generate precise H2K files on-site, ensuring accuracy and omitting repeated errors.
Smart Scheduler
This advanced tool optimizes lead assignment by grouping CRM leads based on location and automatically assigning them to available auditors, minimizing driving time and manual effort.
DCF generator
Advisor Buddy's EA platform generates a unique Data Collection Form (DCF) tailored for each property. It provides detailed and specific RUR comments based on factual data and homeowner concerns. The platform compiles on-site data to offer a comprehensive roadmap, helping clients understand their energy audit actions and priorities.
Invoicing
Save time and ensure on-time payments with automated invoice generation based on your project details.
QA Platform
The QA platform offers rapid validation and ensures compliance with ERS standards. It includes incentive calculations based on various programs and features an image processing capability with a drag-and-drop interface. This allows users to quickly identify file errors and negligence, streamlining the quality assurance process.
Automated E-Mails
Trigger emails based on specific events in your workflow. Booking notifications, client invoices, audit reports and more.
Map & Calendar View
Gain a clear overview of your upcoming energy audits with our intuitive map & calendar view.
Employee Time Tracker
Simplify timesheet management for both employees and managers with our easy-to-use time tracking system.
Showcase
Integrations
AdvisorBuddy eliminates data silos and simplifies your workflow by integrating with the tools you already use. This seamless connection allows you to manage your entire energy audit process efficiently, from project documents to finances and appointments.
Google Calendar
Dropbox
Excel
QuickBooks
Helcim
Tailor-Made integrations allow you to seamlessly connect your favorite tools and platforms, creating a custom workflow that fits your unique business needs.
Packages & Pricing
Free Trial
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10 Houses
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Comprehensive Cross-Check
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Automated Quality Assurance
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File Comparison
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Error and Warning Reports
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Rebate Calculation
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Cloud-Based Storage
Small Box
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10 Houses
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Comprehensive Cross-Check
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Automated Quality Assurance
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File Comparison
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Error and Warning Reports
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Rebate Calculation
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Cloud-Based Storage
Mid Box
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100 Houses
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Comprehensive Cross-Check
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Automated Quality Assurance
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File Comparison
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Error and Warning Reports
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Rebate Calculation
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Cloud-Based Storage
Huge Box
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500 Houses
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Comprehensive Cross-Check
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Automated Quality Assurance
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File Comparison
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Error and Warning Reports
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Rebate Calculation
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Cloud-Based Storage
Unlimited Files
These packages are too small for you?-
Unlimited Houses
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Contact us for your custom package!!
Single File
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1 House
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Generating Pre-H2K
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Generating Post-H2K
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PDF of DCF
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Electronic Document Signing
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Cloud-Based Storage
Small Box
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10 Houses
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Generating Pre-H2K
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Generating Post-H2K
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PDF of DCF
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Electronic Document Signing
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Cloud-Based Storage
Mid Box
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50 Houses
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Generating Pre-H2K
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Generating Post-H2K
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PDF of DCF
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Electronic Document Signing
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Cloud-Based Storage
Huge Box
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100 Houses
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Generating Pre-H2K
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Generating Post-H2K
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PDF of DCF
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Electronic Document Signing
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Cloud-Based Storage
Unlimited Files
These packages are too small for you?-
Unlimited Houses
-
Contact us for your custom package!!
Free Trial
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Unlimited Users
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100 MB Storage
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Project Management
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Client Invoice
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Scheduling
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Accounting
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Users Management
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Messaging
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Employee Time Tracker
Basic
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1 User
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100 MB Storage
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Project Management
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Client Invoice
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Scheduling
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Accounting
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Users Management
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Messaging
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Employee Time Tracker
Professional
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1 User
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5 GB Storage
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Project Management
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Client Invoice
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Scheduling
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Accounting
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Users Management
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Messaging
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Employee Time Tracker
Enterprise
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Unlimited Users
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2 TB Storage
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Project Management
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Client Invoice
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Scheduling
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Accounting
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Users Management
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Messaging
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Employee Time Tracker
Add-Ons
Enhance your plan with premium features and advanced tools. Add-ons are available at an additional 10% of your selected subscription plan.