Capture the field. Prove the economics. Execute the project.
LumenAudit Pro gives ESCOs, contractors, and facility teams one deterministic system for site surveys, audit capture, financial analysis, proposal generation, procurement, installation tracking, and rebate administration.
- 2x4 Troffer · Bay 1 ×42
- High-bay 400W · Warehouse ×18
- Wall pack · Exterior ×8
- Strip light · Loading dock ×12
Energy projects still depend on scattered field notes, spreadsheet models, and disconnected handoffs.
Most retrofit workflows are stitched together from phone photos, handwritten notes, Excel calculators, PDFs, emails, and manual proposal templates. That creates missed equipment, inconsistent pricing, weak financial reproducibility, slow proposals, and poor handoff between sales, field, procurement, installation, and rebate teams.
Site notes never make it back intact, and corrections lag behind the proposal.
Camera roll becomes a guessing game when it is time to write the SOW.
Payback, NPV, and IRR get re-derived from scratch in a fresh spreadsheet every time.
Hand-formatted documents, catalog lookups, and pivot tables hold up the close.
Every PM has their own template, and the client can tell.
Quality depends on who walked the site, not on a repeatable process.
A field-to-finance operating system for commercial energy projects.
LumenAudit turns audit work into a structured project execution pipeline. Capture site data in the field, attach proof, calculate savings and capital metrics, generate proposal documents, export procurement-ready BOMs, and keep each project organized from intake through rebate closeout.
Audit capture
Record fixtures, EV charging survey data, HVAC conditions, controls scope, quantities, wattages, areas, notes, and photos with mobile workflows built for jobsite speed.
Deterministic savings engine
Annual kWh, demand impact, utility savings, maintenance savings, payback, ROI, NPV, and Newton-Raphson IRR calculated by a canonical financial engine.
Proposal builder
Investment-grade branded PDF proposals, XLSX BOM exports, and read-only client viewer links without rebuilding every project from scratch.
Project execution
Track site overview, audit status, financials, proposal state, procurement readiness, installation progress, and rebate administration in one place.
Offline-first field workflow
Use LumenAudit from a phone, tablet, or desktop browser with PWA caching, persisted routes, local audit storage, and deferred sync for low-signal facilities.
Governed access
Organization-scoped tenancy, role-based administration, SSO/OIDC options, and PostgreSQL RLS patterns support enterprise evaluation.
From site overview to rebate administration in one controlled workflow.
Six execution stages keep field capture, financial proof, proposal output, procurement, installation, and rebate closeout connected.
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STEP 01Site Overview
Define customer, facility, utility rates, operating profile, and project context before the walkthrough starts.
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STEP 02Capture Audit
Add areas, fixtures, EV charger survey points, HVAC observations, controls notes, photos, and proposed replacements from the field.
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STEP 03Financial Analysis
Review energy savings, maintenance savings, project cost, payback, NPV, ROI, and IRR from the canonical calculation engine.
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STEP 04Proposal Generation
Generate branded PDF proposals, XLSX BOMs, and secure read-only client viewer links for stakeholder review.
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STEP 05Procurement + Install
Move approved scope into DLC Listed Approved product workflows, procurement readiness, and installation tracking.
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STEP 06Rebate Administration
Track utility incentives, documentation status, claimed savings, and closeout evidence without losing field context.
Built for one-handed field speed, not generic form entry.
Pick -> Quantity -> Confirm, optimized for high-volume surveys.
Server-side savings, NPV, and Newton-Raphson IRR in one glance.
Client-ready PDF, XLSX BOM, and shareable viewer links.
Active ECM projects, QA status, and deliverables in one view.
Designed for the teams who actually move energy projects forward.
For professionals who need fast project setup, reliable offline capture, clean reports, and repeatable documentation.
For contractors who want better retrofit proposals, cleaner counts, material-ready BOMs, and faster customer-facing deliverables.
For teams managing multiple audits, proposals, rebates, financial models, governance requirements, and project handoffs.
For owners and operators who need controlled access to published project results and investment-grade deliverables.
Everything needed to move from survey to execution.
Start free. Upgrade when project volume and governance requirements grow.
All plans include web and mobile access, the savings engine, and PDF plus XLSX exports. Standard, Professional, and Enterprise separate field volume from advanced collaboration, branding, SSO/OIDC, and administration needs.
For users testing LumenAudit with a streamlined project workspace.
- ✓1 user · free project provisioning
- ✓Lighting audit capture
- ✓Basic financial calculations
- ✓PDF proposal + Excel BOM export
- ✓Basic photo capture
For independent auditors and small contractors.
- ✓Everything in Free
- ✓More active projects
- ✓Advanced financials (NPV, IRR)
- ✓Standard reporting and BOM templates
For small ESCOs and lighting retrofit teams.
- ✓Everything in Starter
- ✓Multi-user collaboration
- ✓Client viewer links & approvals
- ✓Rebate and procurement tracking
For ESCOs and enterprise operators with governance, SSO, and branding requirements.
- ✓Everything in Professional
- ✓SSO/OIDC and role-based administration
- ✓White-label deployment and enterprise branding
- ✓Controlled access and governance review
Unlike generic CRMs, spreadsheets, or field forms, LumenAudit understands engineering-grade energy work.
Spreadsheets calculate. LumenAudit operationalizes, governs, and proves the work.
| Workflow need | Spreadsheet | Generic field app | LumenAudit |
|---|---|---|---|
| Fixture-level audit capture | Partial | Partial | Yes |
| Existing vs proposed wattage | Manual | No | Yes |
| kWh savings calculations | Manual | No | Yes |
| Proposal export | Manual | Partial | Yes |
| BOM export | Manual | Partial | Yes |
| Photo tied to audit data | Weak | Partial | Yes |
| ECM project lifecycle | No | No | Yes |
| Offline-first mobile field use | Weak | Partial | Yes |
One account. Web, mobile, and installable PWA access.
Create your account from the landing page, initialize a free project workspace, and access LumenAudit from mobile or web. Your subscription controls project limits, user access, exports, branding, and enterprise controls.
Built for organizations handling operational, utility, and project financial data.
LumenAudit pairs field usability with controlled access models: organization-scoped tenancy, PostgreSQL Row-Level Security patterns, role-based administration, and SSO/OIDC support for enterprise deployments. US-only data residency can be scoped for enterprise customers that require domestic data handling.
Tenant-scoped access paths keep projects, users, fixtures, and published reports bound to the right organization.
PostgreSQL Row-Level Security patterns reinforce app-layer authorization for sensitive project records.
Enterprise plans support identity-provider workflows, role-based administration, and controlled user onboarding.
Enterprise deployments can be aligned around US-only infrastructure and governance requirements.
Run your next energy project through LumenAudit.
Start with a free project workspace, then upgrade when your workflow demands more users, more active projects, and enterprise controls.