Bring home expertise to more households.
Deliver remote home assessments and home-service support through a shared visual view.
For utility customer-program leaders, energy-assessment partners and home-service teams.
Make a home assessment easier to follow.
Know where to start with the assessment.
The homeowner wants to understand the program’s next steps. Sharing accessible home views helps the advisor make the assessment conversation specific and understandable.
Read both sides of the story
Make a home assessment easier to follow.
1. The problem
Homeowner experience: Know where to start with the assessment.
The homeowner wants to understand the program’s next steps. Sharing accessible home views helps the advisor make the assessment conversation specific and understandable.
Program advisor’s view: Review the home with the homeowner.
The program advisor combines permitted shared views with the homeowner’s answers to document assessment observations—not certify equipment condition or predict savings.
2. The help
Homeowner experience: Share the relevant views safely.
The advisor requests accessible views and asks focused questions. The homeowner stays within safe access and receives program-appropriate recommendations. Do not open panels or approach hazardous equipment. This assessment does not establish safety or energy savings.
Program advisor’s view: Turn observations into practical next steps.
The advisor explains relevant recommendations and records the supporting observations. Questions outside the assessment’s scope go to a specialist. Do not open panels or approach hazardous equipment. This assessment does not establish safety or energy savings.
3. The outcome
Homeowner experience: Know what the next step is.
The homeowner understands the recommended follow-up. Questions needing an in-person specialist remain clearly identified.
Program advisor’s view: Keep the next steps together.
The configured workflow keeps observations, homeowner responses and recommended follow-up together.
Customer result: Homeowner understands the recommendations and next contact.
Retained context: Observations, answers and recommended follow-up.
- Program participation
- Remote assessment reach
- Home-service support
The right help, at the right service moment.
Explore the situation, the product and the operational priority together.
Make the assessment easier to access.
Invite customers to share accessible window and equipment views from home, giving program advisors useful context without an initial visit.
Explore Sophie LiveThe advisor asks about drafts and heating comfort, then reviews the accessible window frame with the customer.
Read all operating contexts
Make the assessment easier to access.
Invite customers to share accessible window and equipment views from home, giving program advisors useful context without an initial visit.
Turn a home-service question into a clear check.
An advisor sees the appliance and label, clarifies the reported issue and helps the customer understand the appropriate service route.
Give the homeowner a useful next step.
Keep the reviewed observations and program recommendations together, with a clear route to follow-up or available program information.
About this example
Illustrative home-assessment workflow. Program eligibility and recommendations are determined by the responsible advisor; customers share only safely accessible views.