Update Cycle Software is updated roughly every 2 months Most recent update was on January 7 th Next update should be by end of February Updates represent feedback from current users as well as new functionality
Reporting Access Two options for Utility access to reporting – Summary data for all homes in utility territory – Detailed job/financial data for any home which is applying for a utility incentive
Utility Data integration Options Add / Update Meter Manual Data Entry Upload Excel File for single or multiple meters Smart Cut & Paste Web Scrape EDI/Web ServiceUtility Data Push Need to collect required account information from meter owner. If automated solution is for recurring retrieval, then customer login data may need to be stored. Automatic Data Collection Manual Data Collection Need account numbers for multiple meter update Requires meter owner to sign up for data feed from utility. Need to collect required account information from meter owner and homeowner waiver.
Benefits to Utilities Support for high-bill complaints – Compass provides detailed utility bill analysis that can identify if issues are weather related or behavioral Reporting on homes in utility area – Can identify patterns in who seeks out evaluations and who is getting work done, e.g. we have seen a high correlation of proactive customers and low HEY scores Additional channel for rebate incentives – Compass provides a flexible means for allowing incentives from multiple funding sources