Custom Stages
Set the stages a project moves through so crews and program staff share one workflow.
For programs
Audits, projects, and savings for utility and agency programs
OptiMiser helps program staff, contractors, and utility partners run accurate audits, keep projects moving, and measure savings on residential and commercial work.
Program features
Built for how utility programs operate
Stages, programs, measures, quality checks, email, rates, incentives, and rebates — configured once, then used on every project.
Multiple Programs
Run several programs in one account, each with its own rules, measures, and reporting.
Measure Groups
Group related improvements so packages, reviews, and incentives stay consistent across jobs.
QA/QC Checks
Apply program checks that flag incomplete data before a project moves to the next stage.
Email Templates
Send the right message at each stage from templates the program controls.
Utility Rates and Emission Factors
Use the utility’s rates and emission factors so cost and carbon estimates match the territory.
Incentives
Calculate up to five incentives per improvement — fixed, percent, cost-based, or custom formulas — with the program’s eligibility rules.
Rebate Lifecycle
Follow a rebate from application through review, approval, and payment on the same project record.
Program solutions
Built for the programs that deliver savings
OptiMiser connects field audits, contractor workflows, and program reporting for investor-owned utilities, municipal programs, and statewide efficiency efforts.
Investor-owned & municipal utilities
Bill-calibrated modeling, contractor workflows, and reports customers can read, from local municipal programs through statewide programs.
Demand management & load flexibility
Use audit data, measure choices, and savings checks in demand response and peak-reduction work, with the same field steps and quality review.
Electrification & fuel switching
Model heat pumps, panel upgrades, and measures that affect each other. Staff can compare electrification with other efficiency upgrades. DIY Audit and GoElectrified give customers their own version.
DIY Customer Audit Explore Nexus for program administration → Weatherization agencies Portfolio managers
Customer engagement
DIY Customer Audit for rate programs and co-ops
Offer a self-audit with your name on it for rate programs, on-bill repayment, and electrification. Each utility sets its own incentives and next steps. goelectrified.com runs on the same tool.
Tri-State Generation and Transmission
DIY Audit supports Tri-State member co-ops in Colorado and Wyoming. Each utility sets its own incentives and next steps.
Case study coming soon
Case studies
Programs using OptiMiser
State program
Massachusetts · MassEnergyInsight
1.8M+ utility records monthly
A core part of the state's Green Communities program, aggregating data from every major investor-owned utility plus 22 municipal utilities.
State program
California · Equitable Building Decarbonization
BPI-2400 compliance testing
OptiMiser supports ICF, primary implementer of the California Energy Commission’s Equitable Building Decarbonization Direct Install Program, with the field audit and project-development software used to deliver the program. Assessors and program staff share one platform to collect building and customer information, document existing conditions, develop recommended upgrade packages, and complete required program documentation.