AVID Energy Solutions

Active customers & energy assessments

Every job in the pipeline as a customer-focused card with full property and specialist info, plus one-click access to every project form.

Filter:

Active Jobs

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across 9 stages

Pipeline Value

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customer + rebate

Rebates Outstanding

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awaiting sponsor

Stuck > 7 Days

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click to filter

Wx This Week

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on site

CST Pending

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pre + post combustion safety

Awaiting QA

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sponsor inspection

MTD Paid

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jobs closed

Forms Library

AVID Energy Solutions — 23 customer-facing forms

Every form generated from the AES Mass workbook. Click any form to open the styled preview in a new tab. Same forms used for every MassSave HES job — automatically pre-filled from the customer record.

Reports

Customer reports & sponsor packets

Auto-generated when a job moves into COC + Invoice. Mock-only in this preview — production rollout pulls the live customer record.

Customer Project Packet (PDF)
Bundles WX + BMS + COC + Invoice — what the customer keeps

Sponsor Submission Packet
Bundles WXBI + ISM + WD + Pre/Post CST + COC for National Grid / Eversource

Job Profitability Report
Materials + labor vs. incentive + co-pay — margin per job

Specialist Production Report
HEAs scheduled / completed / converted, by specialist, MTD & YTD