Solutions

CONNECTUS

Our clients use our software connectus to serve more customers, more cost effectively, across all programs using a single, cloud-based platforms.

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.