Run your energy consulting practice with tools built for the way you work
Turn your energy expertise into working software. Build audit intake and scheduling, utility data dashboards and benchmarking, ECM pipelines with financials, proposal pages, and client portals—simply by describing what you need.
Start with the basics
Build the tools your energy consultancy actually needs
Energy consultants juggle audit requests, site assessments, utility data, savings calculations, incentive paperwork and ongoing M&V—often spread across emails, spreadsheets and shared drives.
Use YeshBe to build custom apps around your exact workflow. Create audit intake forms, site checklists and photo capture pages, a utility data hub for monthly usage and benchmarking, an ECM pipeline with savings and payback, and client portals for sharing dashboards and reports. Keep your team aligned, reduce manual rework and give clients a clear, professional experience.
Start with one pain point—like organizing audit requests or tracking measures across projects—and expand at your own pace. Your tools adapt to your process, not the other way around.
- Audit & assessment workflowsBuild intake forms, site visit checklists, photo capture and findings pages tailored to each client and facility.
- Utility & benchmarking hubCreate dashboards to record monthly usage and costs, benchmark sites, spot anomalies and share results with clients.
- ECM pipeline & financialsTrack measures, savings estimates, incentives, payback and IRR. Generate clear proposal pages from your pipeline.
- Client portals & reportingGive clients a secure portal for dashboards, documents, progress updates and approvals—built to your format.
Learn and apply
Guides for Energy Consultants
Practical guides that help energy consultants and advisory firms run the business better.
- 9 min readRun your energy consulting practiceA practical guide to structure services, standardize assessments, and turn your workflow into a custom website, audit app, proposal builder, and M&V tools with AI.Read the guide
- 8 min readRun your energy consulting practiceA practical playbook for energy consultants to capture qualified leads, run audits, produce proposals, and turn the workflow into custom tools with AI.Read the guide
- 10 min readRun Your Energy Consulting PracticeA practical playbook for energy consultants to attract clients, standardize audits, estimate savings, manage proposals and M&V, and turn the workflow into custom software with AI and Vibe Coding.Read the guide
Build it yourself
What energy consultants and advisory firms build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Energy audit intake & scheduling
Collect audit requests, triage leads, assign auditors and run site checklists with photos and notes.
PromptBuild an energy audit intake and scheduling app for my consulting firm. Create a public request page with fields: company, site address, building type, floor area, operating hours, contact details, and file upload for the last 12 months of utility bills. After submission, provide an internal dashboard to qualify the lead, assign an auditor, choose available dates on a calendar, and generate a site visit checklist (HVAC, lighting, envelope, controls, photos and notes). Include a page to record observations and recommended ECMs during the visit, and a client-facing summary page showing scope and the scheduled date.
Utility data & benchmarking portal
Centralize monthly usage and costs, calculate basic intensity and compare buildings across a portfolio.
PromptBuild a utility data and benchmarking portal. In admin, let me create clients, sites and meters (electric, gas, water) with units and rates. Add a screen to quickly enter or paste monthly usage and cost per meter. Calculate total consumption, total cost and simple intensity (e.g., kWh per square foot) by site. Show trend charts and a leaderboard across sites. Allow clients to log in to view their own dashboards and download their data.
ECM pipeline & proposal builder
Track measures from idea to implementation and generate clear proposals with savings and payback.
PromptBuild an ECM pipeline and proposal builder. Track opportunities by client and site. For each ECM, store: category, description, estimated capex, annual kWh/therms savings, cost savings, incentives/rebates, payback and IRR. Include statuses (screened, assessing, proposed, approved, implemented). Create a proposal page that groups ECMs, summarizes savings and financials, and allows scope notes and assumptions. Add an internal page to record approvals and implementation dates.
M&V dashboard for retrofit projects
Compare baseline vs post data, visualize savings and share results with clients.
PromptBuild an M&V dashboard for retrofit projects. For each project, define a baseline period and a reporting period per meter or site. Provide a screen to enter monthly usage and cost values and tag which period each entry belongs to. Show baseline vs actual charts and calculate simple savings (baseline minus actual). Include a notes log, photo uploads and a client view limited to their projects.
Questions and answers
Common questions about Energy Consultants
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language—pages, fields and workflows—and refine it step by step.
Can I create a client portal to share utility dashboards and M&V results?
Yes. You can build a branded portal with dashboards, documents and project updates, restricted to each client’s data.
We track ECMs and payback in spreadsheets—can I turn that into an app?
Yes. Mirror your spreadsheet columns, add simple calculated fields, and create views for screening, proposals and implementation.
How can field teams capture photos and notes during assessments?
Create mobile-friendly forms with required fields, checklists and photo uploads so auditors can document findings on site.
Build the app your energy consultants and advisory firms business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
Start building for free