Don’t let program management software define your program—Compass has back-end configurability to meet all of your program’s needs.


User roles and privileges

Take control of your program with the ability to create custom user roles to suit your program model.

Role creation and permissions for:

  • Service providers/Energy Consultants
  • Program Administrators
  • Financing providers
  • Utility Administrators
  • Building Managers
  • Custom


Define or choose a workflow for:

  • Financing & incentives
  • Quality Assurance
  • Programs within a program
  • Additional improvements


Make Compass your own with…

  • Logos
  • Color schemes
  • Messaging

Data fields

Configure data collection fields to fit your program requirements.

Program Reports

Choose from a variety of report templates.

Learn more about reports


  • Configure funding sources
  • Define incentives

Learn more

Conservation Measures

  • Configure the Energy Conservation Measures offered in your program
  • Choose deemed or modeled savings

Building Types

  • Residential
  • Multifamily
  • Commercial

Program Types

Configure Compass to fit your program type…

  • Direct Install
  • Home Performance
  • New Construction
  • Behavioral
  • Single Measure
  • Finance