Energy Raven helps you give your clients the insights today's home buyers want and need. Energy Raven provides a custom energy analysis of the home that shows estimated energy expenses, which systems are less efficient and what to do about it, how to unlock free money from tax credits, the home's Solar & EV readiness & more. This article will cover updating your template to include the Energy Raven component inside the HomeGauge Desktop Writer and send the report to Energy Raven. Click here to learn more about Energy Raven.

Add the "Energy Raven Data Tab" System to Your Template

1. Open the HomeGauge Desktop Writer. The Energy Raven template is included in HG version 5.5.17 and later. To upgrade your version of HomeGauge, go to Help > Check for Updates and follow the prompts.
2. Click Select Report Template
3. Under Categories, click Energy Raven
4. Click Open Template
   
5. Click Category
6. Click to highlight ENERGY REPORT DATA
7. Click Copy T
   
8. Cick New
9. Click Select Report Template
10. Open the template you would like to add the Energy Report Data system to
    
11. Click System name (Example: Components)
12. Click Paste T
    
13. This will add ENERGY REPORT DATA to the bottom of your system. Organize components according to preference  and then click Save T or File > Save Template As to save your work

Fill out the Energy Report

The ENERGY REPORT DATA system only has Styles and Materials; no inspection items are covered.

1. While editing a report, fill out the Customer's First Name, Last Name, and Email. Email is required for the customer to receive their energy report.
2. Under Report Info, fill out the Address of the property.
3. While on ENERGY REPORT DATA, click the Styles and Materials tab. Provide options for each Style and Material.
   

Publish and Email the Energy Report

1. Once completed, click Publish on the top toolbar
2. Choose the Energy Raven document setting
3. Click Publish at the bottom of the Publishing Options prompt
   
4. Click Publish on the Preview
   
5. After a successful upload, click the link to go to the All Reports page on your dashboard.
   
6. On your Dashboard, click Viewing above your Energy Raven Report. Then choose 3rd Party Email from the dropdown.
   
7. Create a new Password. We recommend something easy. This password is specific to this report only.
   
   
8. Type in reports@energyraven.com as the recipient of the email.
9. Below the body of the Email click Send Email and Set Password.