Company Performance Metrics
AdvisorBuddy provides software platforms that support end-to-end energy audit workflows for energy advisors and service organizations. The company offers tools for on-site data collection, H2K file generation, ERS rule checks, and electronic document signing to manage audit files. Its QA platform validates audits, compares files, detects errors,
and calculates rebates based on program criteria. AdvisorBuddy also delivers CRM capabilities, including lead management, scheduling, invoicing, automated emails, calendar and map views, and employee time tracking. The software integrates with third-party tools such as Google Calendar, Dropbox, Excel, QuickBooks, and Helcim to centralize project documents, finances, and appointments. AdvisorBuddy sells its products through tiered QA, EA, and CRM packages with free trials and volume-based pricing.
