Send Energy Certification
Eliminate manual paperwork by automatically generating and sending energy efficiency certificates to customers immediately upon job completion, ensuring compliance and faster close-out.
When
Job Status Updated to Complete
Then
Energy Certificate Generated and Sent
3 hours per job
Time Saved
90% faster compliance processing
ROI Impact
Automated energy certification for window installations works by detecting job completion in your project management system, extracting product specifications and thermal performance data, generating compliant certificates with accurate U-values, and instantly sending documentation to customers and building authorities—reducing certification time from days to minutes while ensuring regulatory comp
How This Automation Works
Job Status Updated to Complete → Energy Certificate Generated and Sent
Job Completion Detected
The system monitors your project management platform and detects when a window or door installation job status changes to complete, capturing all relevant job data including customer information, product specifications, and installation details.
Product Data Extraction
The automation retrieves thermal performance specifications, U-values, and compliance certifications from your product database, matching installed window models with their certified energy ratings and technical documentation.
Certificate Generation
Using region-specific templates, the system generates a compliant energy certification document that includes all required information: thermal transmittance values, installation standards met, installer credentials, and regulatory compliance statements.
Multi-Channel Distribution
The completed certificate is automatically sent to the customer via email, uploaded to their customer portal, saved to the project folder in your document management system, and submitted to relevant building authorities or certification bodies as required.
Compliance Tracking
The system logs the certificate delivery, creates an audit trail with timestamps and recipient confirmations, and updates your compliance dashboard to reflect the completed certification, ensuring full visibility into regulatory status.
How It Works
Window and door installation companies face strict energy compliance requirements and time-consuming certification processes. This automation streamlines the entire energy certification workflow by detecting job completion, generating compliant certificates with accurate U-values and thermal performance data, and instantly delivering documentation to homeowners and building authorities. By connecting your project management system with certification databases and customer communication channels, you eliminate manual data entry, reduce certification delays from days to minutes, and ensure every installation meets regional energy standards. The system maintains audit trails, tracks expiration dates, and automatically archives certificates for future reference, giving you complete visibility into compliance status while freeing your team from administrative burden.
The Trigger
When a window or door installation job is marked as complete in your project management system, the automation immediately captures all job details including product specifications, installation date, and customer information to initiate the certification process.
The Action
The system automatically generates a compliant energy certification document with accurate thermal performance data, U-values, and installation details, then sends it via email to the customer, uploads it to the project folder, and submits required copies to local building authorities or certification bodies.
Common Use Cases in Window door
- Residential window replacement companies automatically send energy certificates to homeowners upon installation completion, ensuring Building Regulations compliance
- Commercial glazing contractors generate thermal performance documentation for multi-unit developments, distributing certificates to property managers and building control
- Door installation businesses provide automated U-value certifications for new construction projects, submitting compliance documents to architects and building inspectors
- Retrofit specialists automatically archive energy improvement certificates for grant programs, maintaining audit trails for government funding verification
- New build developers receive instant certification for all window installations across multiple properties, streamlining project close-out and handover documentation
- Energy efficiency upgrade programs automatically generate before-and-after thermal performance certificates, documenting improvement metrics for homeowners and funding authorities
Results You Can Expect
Eliminate Certification Delays
Remove the bottleneck of manual certificate preparation by automating the entire process from data extraction to delivery, allowing you to close jobs immediately and get paid faster.
Ensure 100% Compliance
Every completed job automatically triggers certificate generation, eliminating the risk of forgotten documentation or compliance gaps that could result in penalties or failed inspections.
Reduce Administrative Overhead
Free your administrative staff from repetitive data entry and document preparation, allowing them to focus on higher-value activities like customer service and business development.
Improve Customer Satisfaction
Delight customers by providing professional, compliant energy certificates immediately after installation completion, demonstrating efficiency and attention to regulatory requirements.
Create Permanent Audit Trails
Automatically maintain organized records of every certificate issued, making it effortless to respond to audits, warranty claims, or customer inquiries with instant access to historical documentation.
Scale Without Adding Staff
Process certifications for any number of jobs without increasing administrative headcount, allowing your business to grow profitably while maintaining compliance quality.
Frequently Asked Questions About This Automation
The automation monitors your project management system for completed jobs, extracts product specifications and thermal performance data, generates certificates using your templates with accurate U-values and compliance information, then distributes them to customers and authorities via email or portal upload—all without manual intervention.
Set Up Automated Certification Delivery in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
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