Organizations need a streamlined approach to handle permit management requirements with a dedicated Home Energy Rating System (HERS). It helps improve communication between schedulers, individuals, permitting agencies and more. HERS rater software with a unified view helps manage to decrease energy costs and increase savings. Learn how we helped North America-based client modernize their legacy system with a custom app.
Project Overview
Our client specializes in full-service permit & HERS testing. They provide a paperless system to manage the third party inspection & compliance needs of customers. The need was to re-engineer their existing web app to manage their field workforce. It would enable them to schedule and track their jobs effectively.
Rishabh Software helped modernize the HERS compliance software with a new interface & enhanced features. We then created an intuitive mobile app while eliminating the redundant data entry points.
Challenges
- Poor user experience resulted in low reach and engagement
- Inaccurate reporting and tracking of service requests
- Manual billing and invoicing for completed tasks
- Data integration challenges with third party document submission tools
Solution
We followed a sprint-based implementation approach to re-engineer the HERS permit software.
The essential modules include:
UI/UX Modernization
- New & responsive design
- Calendar planning & scheduling

Feature Enhancement
- Interactive dashboards – availability showcase
- Customer portal solution
- Electronic document submission to 3rd party system
- QuickBooks integration – customer & invoice records
- Address verification API integration
- Geo-fence based tracking and notification
Field Workforce Management – Mobile App
- Field worker mobile app
- Job Management – scheduling & dispatching
- Automated billing & invoices
- Route planning, optimization & suggestion

Benefits
- 100% automation of permit tracking and management
- Centralized system to visualize workforce & job allocation
- 4x faster upload of permit data in PDF or image format
- 24 to 72 hours max response time for permit
Customer Profile
US-based Real Estate Company
Technologies
- PHP
- Symphony
- Xamarin
- C#
- HTML and CSS