As a home energy rater, you understand the necessity of using your time as efficiently as possible. From takeoffs to certificates, organization is key, and a well-planned day will likely lead to a successful day. While most view our profession as taking place in the home, a large portion of our work occurs before and after the energy rating. Using the prep and follow-up time effectively will increase the time you spent doing the parts of the job you truly love.
At EnergyLogic, we’ve refined our processes over the years to capitalize on new technologies that increase efficiency. Here are four time saving tips that will increase your efficiency and organization. With all that time saved you’ll have more time for A) more home energy ratings B) your family C) fishing. Your call.
#1 Reduce Drive Time with Strategic Scheduling
Driving out to sprawling developments consumes a lot of time and money. While we can’t refuse jobs because they don’t fall in our preferred radius, we can schedule better.
This is where preparation pays off. When you get assignments from different builders in disparate towns, take the time to plug all the locations into Google maps. Calculate the driving distances (and times) and see if there are any assignments close together, or along the same route. These are good candidates for scheduling on the same day if possible.
For years, EnergyLogic founder Steve Byers (based in Berthoud, CO) and Robby Schwarz (based in Denver, CO) would see each other conducting ratings in overlapping “territories.” This didn’t make sense to either of them so they combined forces and started a home energy rating business together. This allowed for each of them to conduct more ratings, and stay closer to home.
If you’re overlapping territory with another rater, consider a partnership. This approach not only makes a lot of financial sense when there are sufficient ratings in your vicinity, but also means less drive time and more time doing what you enjoy most.
#2 Office Support to Help with the Heavy Lifting
Are you spending too much time reaching out to builders, printing certificates, scheduling your days, and/or billing? If so, you might want to consider hiring part-time or full-time office support.
At EnergyLogic, our Logistics Team allows our raters to perform high quality work at an efficient pace. They handle all prep and follow-up; including, communication with builders, strategic scheduling, certificates, and billing.
If resources allow, hiring office support will help you scale your business and increase the amount of time you spend in the field. If you haven’t already, we recommend hiring for office support before hiring another rater.
#3 Software for Takeoffs
With proper scheduling, you should receive the plan set in time to produce takeoffs before the day of the rating. Depending on the software that you use, this can either be a time consuming or quick and easy process. At EnergyLogic, we prefer the latter.
Are you still producing your takeoffs in Excel? Would you like to cut that time in half while improving the quality of your takeoffs? We’ve found that using Sketchup to produce takeoffs requires 50% less time compared to Excel.
At the EnergyLogic Academy, we’ve been teaching Sketchup for years and our graduates continue to use the software to this day. It is intuitive, inexpensive, and can help you produce higher quality takeoffs in less time.
#4 Energy Rating Management Platform for Growing Companies
Interested in growing your business but not sure how your current processes will scale? It may be time to investigate an Energy Rating Management Platform.
As you grow and add staff, having everyone on the same page using a centralized system is critical to managing your business. After years of running our rating business with a mix of software systems, we created DASH, our “Enterprise Management Software” designed for home energy raters. DASH is an extremely cost-effective option for growing home energy rating businesses that allows you to:
- manage your job and administrative schedule
- track jobs and job data through the entire process
- integrate with QuickBooks® for billing and invoicing
- integrate with REM/Rate® for HERS ratings
- consolidate and report data for clients, builders, sponsor programs, utilities, environmental programs, and more
For growing companies, DASH provides all the necessary tools in one, easy-to-use online resource. We find that companies that use DASH increase their efficiency both in the office and in the field. Contact us today for a demo tour to see if DASH is the right tool for your home energy rating business.
Never Forget The Benefits of Efficiency
As a home energy rater, you are keenly aware of the tangible benefits of energy efficiency within a home. As a small business owner, you should also strive for efficiency in all areas of the energy rating process.
An efficient and organized energy rating process will leave you with more time to do what you do best. Whether that is building relationships with builders, increasing the number of ratings, spending more time on-site working with subs to prevent pesky re-inspections, or preparing for your fantasy league’s Draft Day, these time saving tips will help improve your rating process.
These tips are a culmination of years of conducting home energy ratings and organizing our business to be more efficient and productive. We hope these tips can help you achieve the results in efficiency you’re looking for.
What tricks do you use to save time and improve ratings? Please share them below!
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