An audit report sent as a PDF tends to end up in an inbox. A building owner who can open the audit, see the scores, mark which measures they plan to do and, later, watch the savings come in, stays engaged, and recommendations turn into projects. InverseAudit now gives your clients their own read-only view of the buildings you audit for them.
How sharing works
- Add the client's company and contacts on the Clients tab.
- Assign the building to that company.
- Invite the contacts who don't have an account yet.
- Post the audit. Only posted audits are visible to clients, and unposting hides it again.
Clients sign in with I'm reviewing an audit report and see only the buildings shared with their company.
What your clients see
- Home: a card for each audit with the potential savings a year, the payback, the ENERGY STAR score now and after the measures, the measured savings and when the audit was last posted.
- Benchmarking: the ENERGY STAR score, the operational and asset scores and the end uses, read only, with a PDF.
- Energy Auditing: the audit report with the same tabs you see, Summary, Analysis, Recommendations and Utility analysis, and the full report as a PDF.
- Savings Tracking: the potential savings until the measures are installed, then the measured savings and the bills.
Everything is read only. Questions go to you through Ask your energy consultant.
Your client's plan for the measures
Under Recommendations, clients mark each measure Not decided, Planned or Installed, with the month it was installed. You see their plan, get an email when they mark a measure installed, and can start savings tracking straight from it. The conversation moves from "here's a report" to "here's what we're doing next".
Savings, before and after the retrofit
Before the measures are installed, clients see what they would have saved with the last 12 months' weather, and can choose how often they get the reminder email: monthly, quarterly or off. Once you start tracking, they see the overview, the measured savings month by month, as a PDF too, and the bills you entered, so the results are transparent.
Client access is available while the building's InverseAudit subscription is active.
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