Turning energy audits into one connected digital journey

What WattAudit is

WattAudit is a digital platform for managing energy audits and energy-efficiency projects. It brings together the people, information and documents involved in an audit — from the first property visit through technical review, document approval, signing and final submission.

Energy audits traditionally combine site visits, photographs, technical measurements, spreadsheets, calculations, certificates, contracts and regulatory documents, handled across different applications and manually maintained records. WattAudit replaces that fragmented experience with one connected platform, used for energy-efficiency programmes including France’s Certificats d’Économies d’Énergie (CEE) scheme and its Spanish equivalent.

WattAudit provides one digital path from property inspection to verified energy-efficiency documentation.

The challenge: many stakeholders, no shared record

A single project can involve property owners, field technicians, energy specialists, quality controllers, installation companies, administrative teams, financial partners and compliance organisations. Each owns a different part of the process: a technician collects the information, but a controller must confirm its quality; a company produces the documentation, but it may need approval or signature before submission.

Without a connected system, four problems compound:

• Fragmented information. Property details, measurements, photographs and documents spread across forms, spreadsheets, email and shared folders, so nobody is certain which version is current.
• Late discovery. A missing photograph, signature or registration number goes unnoticed until the audit is ready to submit — the most expensive possible moment to find it.
• Workflows that differ by programme. The required questions, documents, calculations and approvals vary by customer, property type and scheme. A fixed workflow cannot absorb that variety.
• Documents that drift from the data. A document generated early becomes stale when the audit is corrected later, and teams lose confidence that what they are approving reflects the current audit.

Guided field audits on adaptive forms

Technicians collect structured information during the property visit, and the audit adapts to the property and to the answers already given — an answer can reveal further questions, change the available options, or remove sections that no longer apply. The technician sees what is relevant to the situation in front of them instead of navigating around what is not.

The forms cover property and customer information, technical measurements, building characteristics, heating and energy systems, consumption details, photographic evidence and supporting files, with repeatable rooms or installations, conditional questions and required-field validation.

Because the form definitions are configurable rather than hard-coded, new documentation, calculations or compliance requirements can be introduced without redesigning the user journey. That matters in a sector where the rules change more often than the software release cycle.

A controller workspace built for decisions

Once a field audit is submitted, controllers review it in a workspace that brings the answers, photographs, supporting documents and previous corrections together in one place. They can correct permitted information, compare evidence, add comments, request changes, review earlier revisions, approve completed work, and trigger updated documents when something changes.

Suggestions and final actions surface at the point in the review where the controller has enough context to judge their impact — not at the top of the screen before they have seen the audit.

AI-assisted document review

Document checking is the most repetitive part of quality control, and the part where fatigue costs the most. WattAudit uses AI to review audit documents and surface issues that would otherwise need line-by-line inspection: incomplete documentation, missing information, potential inconsistencies, and generated documents that no longer match the audit.

Crucially, it assists rather than decides. When a potential issue is found, the controller sees an explanation of why the document needs attention, corrects the information, and re-runs the check. Professional judgment stays with the person who is accountable for it.

AI helps WattAudit find document problems earlier while keeping people in control of the final decision.

Documents generated from the audit, not retyped into it

An energy audit produces technical reports, quotations, installation documents, customer agreements, invoices, energy-performance documentation, calculation files and supporting certificates. WattAudit builds these from information already captured, which removes a whole class of transcription error and keeps the documents consistent with each other.

When audit information changes, the platform identifies which documents are now out of date — so an approval is an approval of the current version.

Signatures that stay attached to the audit

Documents can be sent for electronic signature, signed with an authorised company certificate, or uploaded after being signed outside the platform, and replaced when a corrected version is required. Each document carries its signing status, so teams know what is unsigned, waiting, or complete without reconstructing it from an email thread — and a signed document never becomes detached from the project it belongs to.

Submission readiness, checked before it matters

A completed audit is not necessarily a submittable one. It may still need a signature, a registration detail, a calculation or a corrected file. WattAudit runs an interactive readiness check that verifies the audit before it progresses, showing each requirement being evaluated in real time and marking it complete, in progress, missing or action-required — with an explanation and a route to fix it.

The operational payoff is batch integrity: one audit with a missing document no longer delays the whole group it was submitted with, and the standard applied is the same across every controller and organisation.

Energy performance, follow-on work, and multi-organisation access

Energy-performance data and its supporting evidence stay connected to the audit rather than being managed separately, covering progress, registration information, before-and-after documentation and outstanding actions.

An audit also reveals opportunities. WattAudit can use the findings from a completed audit to identify whether a property may qualify for another service or programme, and authorised users can start a follow-up project carrying the relevant information forward. That turns a compliance record into a commercial pipeline.

Access is scoped by responsibility across audit organisations, installation companies, technicians, controllers, administrators and external partners, so larger networks can follow their own operational rules inside one platform.

Evidence and document history

Energy audits depend on reliable evidence, so the platform maintains the relationship between property data, photographs, documents, approvals and signatures for each audit. Where required, digital evidence protection demonstrates that uploaded material has not been silently changed, and document history keeps the original, the updated version and the final signed file distinguishable.

What CodeLounge did

We partnered with WattAudit to extend and modernise the platform across the full audit journey: product and workflow design, the technician audit experience, dynamic form behaviour, controller review tools, AI-assisted document validation, document generation, electronic and digital signature workflows, submission readiness, energy-performance workflows, follow-up opportunity creation, multi-organisation collaboration, and ongoing platform reliability and performance.

Most of the value came from the unglamorous part: understanding how the teams actually work. What a technician needs mid-visit, what a controller needs before approving, what makes a document trustworthy, and what must be true before an audit can be submitted. Those answers shaped the features more than any technology choice did.