Hancock Software
by Hancock Software Inc. (Banyan Software)
Energy program management, automated
Highlights
Capabilities
Media
www.hancocksoftware.com
About This Product
Established energy efficiency program management platform automating the full audit-to-incentive workflow for utility programs, energy auditors, and program administrators. Over 10 years in market, now backed by Banyan Software.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 6.0
Features 8.0
Support 5.0
Value 5.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
95 features confirmed across
17categories· Showing confirmed capabilities only
Compliance & Safety24features
Airflow CalculationsASHRAE 62.2-2013 calculatorAir Emissions Modeling, Measurement, Forecasting, and ReportingAutomated carbon reduction reportingASHRAE Level 1 & 2 Energy AuditsMobile energy auditsAudit ManagementCustomizable audit templatesAudits And ComplianceFederal and Utility complianceAutomated Incentive ApplicationIncentive approval verificationCode ComplianceBPI 2400 complianceCode Compliance ReportingCompliant reporting
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Digital Incentive Application GenerationDigital incentive applications in one clickEligibility Determination for Proposed ImprovementsStreamlined eligibility checkingEnergy ModelingEnergy modelingEnergy Modeling for Single Family and Mobile HomesEnergy modeling for single family and mobile homesLegislative And Regulatory TrackingRegulatory compliance trackingScope 1, 2, And 3 Emissions TrackingGHG trackingAutomated Rebate WorkflowsBuilding Improvement Package AnalysisOne-Click Application SubmissionQuality ControlASHRAE 62 ComplianceASHRAE 62.2-2013 calculatorCategorical Eligibility VerificationIncome eligibility verification against AMICode Enforcement TrackingRegulatory compliance trackingDecarbonization TrackingGHG trackingPrioritized RecommendationsImprovement recommendationsDOE Energy SimulationDOE-approved home energy modeling
Mobile & Field Tools14features
Offline ModeOffline data entryCustomizable Data Collection by Building Type or ProgramCustomizable data collection by building type or programDigital SignaturesElectronic signaturesField Inspections and Issue TrackingState inspection results trackingInstallation and Inspection ModesInstallation and inspection modesMobile Web App for Service ProvidersMobile field app (MINT)Offline Mobile Data CollectionOffline residential audit data collectionGeo-Located Photo Capture of Installed EquipmentGeo-located photo capture of installed equipment
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Digital FormsGuided step-by-step data intake with error checkingAuto Data EntryData collectionDigital Field Data Capture with Date, Time, and Username StampsImage And Video Upload For Problem SolvingGuided Step-by-Step Data Intake with Field-Level Error CheckingGuided step-by-step data intake with field-level error checkingMobile Field App for Energy Efficiency AssessmentsMobile field app for energy efficiency audits
Reporting & Analytics13features
AnalyticsData aggregationReportingData reportingAutomated Utility Bill CalibrationUtility bill upload and entryData AnalysisData aggregation and analysisFunding Source Activity ReportingFunding source activity reportingReal Time Operational Data Collection and AnalysisEnergy audit data collectionMeasurement And VerificationMeasured savings (M&V) calculations and data collectionPdf And Excel Report Generation
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Cost and Energy Savings Data ModelingEnergy Efficiency Project AnalysisGoal TrackingProgram trackingProfessional Report Generation and Email CapabilityInstant PDF report generation and email deliveryMeasured Savings SupportMeasured savings (M&V) calculations
Platform & Customization12features
Centralized Data ManagementData managementDSM Tracking System IntegrationIntegration with DSM tracking and rebate systemsCentralized Data StorageCross-Platform SupportCustom TemplatesCustomizable audit templatesData ExportData collectionCode and No-Code Business LogicNo-code program configurationData ImportData transfer processes
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Incentives APIIncentive AutomationCustom FieldsCustomizable data collection configurationApproval ManagementIncentive verification and approval workflowWeatherization Assistant IntegrationWeatherization Assistance Program (WAP) management
CRM & Sales6features
Contract ManagementFederal and utility contract managementContractor and Vendor CollaborationContractor and vendor collaborationCustomer Plan Self-ServiceClient self-intakeIncentive SearchPredictive utility rebatesClient Intake AutomationClient self-intakeRebate FinderPredictive utility rebates
AI & Automation6features
Automatic Data Parsing for Program SubmissionAutomatic qualification of homes against all programsAutomation RulesWorkflow managementRetrofit Workflow AutomationRetrofit workflow automationAI Generated Work Order Summaries and Prioritization RecommendationsComputer-generated Energy Savings RecommendationsAI Agents for Engagement, Qualification, and ConversionAutomatic program qualificationAI Plan ReviewComputer-generated Energy Savings Recommendations
Technician Management5features
Subcontractor ManagementContractor managementAutomated Quality AssurancePerform quality control inspections on mobile devicesGeofenced Photo VerificationGeo-located photo capture for installed equipmentInspection ManagementDOE Quality Control InspectionsChecklistsEligibility checking
Scheduling & Dispatch3features
Work OrdersWork order creationPortfolio and Program ManagementProgram trackingOnline BookingClient self-intake
Invoicing & Payments2features
InvoicingInvoicingAHRI Rebate TrackingPredictive utility rebates
Accounting Integration2features
Funding AllocationsAccounts ReceivableUtility bill upload and entry
Certifications & Standards2features
BPI-2400 ComplianceBPI 2400 compliantBPI-2400 Compliant Audits
Estimating & Quoting1feature
Quoting & EstimatesOffline ASHRAE Level 2 audit and proposal generation
Fleet & GPS Management1feature
GPS TrackingReal-time transparency
Customer Communication1feature
Proposal Sharing And Feedback CollectionQuality assurance feedback collection
Inventory Management1feature
Inventory ManagementInventory tracking
Equipment & Asset Management1feature
Energy Management SystemEnergy-saving measure recommendations
Training & Education1feature
Energy Auditing & PerformanceEnergy audits
Integrations 4 across 3 categories
Data & Automation 2
HPXML Native
Microsoft Power BI Native
Accounting 1
QuickBooks Online Native
Industry-Specific 1
ResCheck Native
Pricing
- Model
- Custom
- Starting at
- Contact for pricing
- Notes
- Enterprise pricing for utilities and program administrators. Contact sales. Acquired by Banyan Software March 2025.
