Home Energy Audit Field Software
Smarter Scheduling for Better Home Energy Audit Operations
100’s of Companies Have Chosen Arrivy for Operations
Deliver Accurate Audits Without Scheduling Chaos
Smarter Scheduling
Automate appointment booking while maintaining full control over auditor availability, service areas, and workload distribution.
Field Visibility
Track auditor locations, job status, and time on-site in real time, so dispatch decisions remain informed and proactive throughout.
Faster Turnaround
Complete audits sooner by reducing idle time, tightening handoffs, and keeping every step of the audit workflow connected.
Scaling Home Energy Audits Without Operational Complexity
As demand for energy audits grows, manual coordination quickly becomes a constraint. Disconnected scheduling, data loss, inconsistent field execution, and delayed reporting slow teams down. Arrivy brings structure to audit operations by standardizing scheduling, field workflows, and data capture.
See How It WorksEverything You Need to Run Home Energy Audits
Energy Audit Scheduling
Advanced & Simplified Audit Scheduling
- Share booking links to allow homeowners to schedule on-site energy audits based on predefined availability
- Let auditors define working hours and availability to avoid scheduling conflicts
- View and manage all scheduled audits through centralized calendar and dashboard views for better visibility
Job Tracking
Connected Field Execution for Audit Teams
- Track audit progress in real time with clear status updates and notifications
- Access job details, locations, and activity updates through a responsive mobile app built for field use
- Add comments and communicate with team members directly within each audit record
- Capture, crop, and attach images from mobile devices, tablets, or laptops
- Monitor clock-in, clock-out, and on-site time to maintain accountability across audit jobs
Digital Forms & Checklists
Capture Data for Accurate Audits
- Utilize standardized inspection checklists to ensure consistency across all home energy assessments
- Get detailed audit forms tailored to specific programs or requirements
- Collect electronic signatures directly during or after the audit
- Store completed audit reports and forms in structured, easy-to-access PDF formats
- Fill out forms offline in basements or remote locations and automatically sync data when connectivity is restored
Scheduling & Follow-up
Streamlined Post-Audit Follow-Up & Referrals
- Sync homeowner and audit data with CRM systems and trusted service partners
- Update deal outcomes directly from the audit workflow to ensure accurate records
- Schedule recommended follow-up services immediately after audit completion without switching platforms
Customer Experience
Build Lasting Customer Experience in Seconds
- Provide homeowners with live updates on audit appointments and progress
- Send automated notifications at key stages without manual follow-ups
- Collect post-audit feedback to improve service quality and consistency
- Deliver a white-labeled experience across all customer-facing touchpoints
- Offer a customer portal for tracking updates, viewing information, and booking additional services
Home Energy Audits Reporting
Actionable Performance Reporting & Analytics
- Analyze individual and team performance to identify productivity gaps and improvement areas
- Track task completion against expected timelines to measure operational efficiency
- Monitor average audit turnaround times to optimize capacity planning
- Generate financial summaries covering revenue, costs, and margins tied to audit operations
Integrations For your Workflows
Arrivy empowers diverse industries with streamlined workflows, real-time coordination, and customer engagement tools that boost productivity, reduce errors, and drive growth.
Empower your business with Arrivy
The leading field service platform for teams. Schedule jobs, dispatch, invoice track performance and get paid - all in one platform.
“ efficiently. ”
Frequently Asked Questions
Arrivy is a field service and operations management platform designed to plan, dispatch, execute, and track work across field teams, warehouses, and customers. It supports scheduling, routing, digital forms, real-time visibility, customer communication, reporting, and integrations across operational systems.
Arrivy is built to support growth across teams, locations, and job volume. It supports multi-location operations, role-based access controls, high-throughput scheduling, and flexible integrations, allowing organizations to scale without redesigning workflows.
Yes. Arrivy offers 50+ native integrations with CRM, calendar, accounting, and payment systems, along with APIs and webhooks for custom integrations and automation platforms. This keeps operational data synchronized across your existing systems.
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