Utility incentive software

Utility incentive software that automates the engineering, not just the paperwork.

Utility incentive programs are lucrative — and buried in engineering work. And it starts on the floor: an accurate energy audit requires a physical field walk of the facility. Miss a measure or a data point on site and you're driving back out. BearingCore makes that field walk faster and more complete — a rep talks through the audit with an AI co-pilot that captures everything and pins down the real savings — then automates the study, calculations, and reports behind it, cutting engineering effort up to 75%.

What is utility incentive software?

Utility incentive software manages the sales and the engineering behind utility energy-efficiency programs: identifying qualifying measures at a facility, running the required energy study or audit, calculating kWh/kW savings and incentive value, generating the program's application and reports, and tracking each project through implementation and verification. BearingCore combines this with a full CRM, so the same platform holds the customer relationship and produces the engineering deliverables.

An AI co-pilot for the field walk

Energy audits happen on-site, not at a desk — and BearingCore is built for the walk. During the field walk, the rep chats with BearingCore's AI assistant conversationally: describe what you're seeing, and it records the whole conversation, asks the right clarifying questions in real time, and flags what's still missing before you leave.

It hones in on the true ECMs by prompting for the details that actually drive savings — runtime, setpoints, load profiles, refrigerant charge, equipment condition — so even a rep without a deep engineering background captures a complete, study-ready audit. Nothing gets missed on site, because the assistant is checking for gaps as you walk. No second trip for the one number you forgot.

How BearingCore automates a utility incentive study

1. 1

   Walk the facility with an AI co-pilot. Energy audits are done on-site. During the field walk, the rep chats with BearingCore's assistant — it records the conversation, asks clarifying questions to pin down the real ECMs, extracts equipment from nameplate photos, and flags anything still missing so nothing is overlooked.

2. 2

   Identify measures. BearingCore surfaces qualifying energy-conservation measures against the utility program's rules and flags the data still needed.

3. 3

   Draft the study. The AI drafts the comprehensive study, worksheets, baseline and savings calculations, and ECM analysis to the program's format.

4. 4

   Generate deliverables. Audit-ready reports, fee proposals, and investigation/verification reports export as branded documents.

5. 5

   Track to verification. Each project moves application → investigation → implementation → verification, with milestones and fees tracked throughout.

What it covers

• •Comprehensive Studies, Fix-It-Now, and Custom incentive project types
• •Energy audits and ECM analysis with estimated and verified kWh/kW savings
• •Program setup — parse a utility's rate sheets and rules once, then apply across every facility
• •Rebate qualification from real equipment data (capacity, runtime, refrigerant charge, condition)

Who it's for

Energy-engineering and EESP firms, utility program implementers, and industrial refrigeration/HVAC contractors who sell into utility incentive programs — anyone who wins revenue from energy studies but is bottlenecked by the engineering time each one takes.

One platform, opportunity to verified project

Because it's built on a CRM, BearingCore tracks the deal and delivers the engineering in one place — no handoff between a sales tool and an engineering process. Reps find the opportunity on a visit; the platform produces the study that wins it.

Questions

Can software automate a utility incentive energy study?

Yes. BearingCore drafts the comprehensive study, savings calculations, ECM analysis, and audit-ready reports from captured facility data, cutting engineering effort by up to 75%.

Do I still need to do an on-site field walk?

Yes. An accurate energy audit requires a physical walk of the facility — BearingCore doesn't replace the field walk, it makes it faster and more complete. The AI assistant guides you through the walk in real time, asks the right clarifying questions, and ensures you leave with study-ready data, so you never have to return for missed information.

Do I need a large engineering team to run incentive projects?

No. Automation lets a lean team deliver the studies, audits, and reports that used to require a dedicated engineering department — so sales can pursue engineering-heavy incentive deals directly.

Does it track projects through verification?

Yes. BearingCore tracks each incentive project end to end — application, investigation, implementation, and verification — with milestones and fees tracked throughout.

What project types does it support?

Comprehensive Studies, Fix-It-Now, and Custom incentive projects, plus energy audits and ECM (energy conservation measure) analysis with estimated and verified kWh/kW savings.