Overview of the energy product

BCS Energy software is purpose built for Thermal Performance Assessors to assist them in efficient project management.

It provides for the capture of extensive project data, which in turn allows staff to easily produce the correct documentation, track communications and generate insightful reporting.

Our Energy product allows for the quick and easy production of Basix Assessments, QLD Form 15’s, Part J Assessments and JV3 Assessments.

BCS is designed to assist clients from the initial consultation stage all the way through to project completion and thereafter. With the system being cloud-based, project information is instantly retrievable for an easy and collaborative working approach.

BCS SmartsHow BCS Energy WorksFull Feature List

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Document Management System

BCS has a smart template engine which allows users to have control of their templates and how they are generated by utilising our integration with Microsoft Word

Cloud-based storage

BCS Energy automatically saves all created and polished documents back to cloud storage which means that all data and documents are fully secure, instantly retrievable and available 24/7.

Distribute reports direct to recipients via email

BCS Energy gives the user the capability to send finalised reports to clients and other recipients direct via email. Users can easily attach any files to the email with a simply drag and drop.

Generate compliant certifications ready for distribution

BCS Energy generates compliant certificates, complete with electronic stamping and signature, in PDF format. It is also equipped to distribute reports direct to clients via email.

Software integration

BCS Energy is fully integrated with Microsoft Word, Dropbox, Adobe and iCal. BCS holds a high level of integration capability with other systems and cloud based software.

Payment management

Record project details including client/owner information allowing for rapid collation and issue of quotes, invoices, bills for clients, owners, contractors, etc. and integrate with Xero to ensure quick payment and easy management of cash flow.

How BCS Energy Works

Creating a quote

BCS Energy allows the user to create a quote for a project through the BCS dashboard. By simply filling in the set requirements and adding your own service categories and/or items for the project, you can then generate a quote document. The document can then be further edited using your desktop Word. Once finished editing the document, a polished PDF file of the quote document will be generated complete with authorised signatures.

Document Management System

The BCS document management system is an online generation and retrieval system. This system validates templates and documents using Microsoft Word. All project information is managed in the one platform to keep track of all data and documents. Before a project document or inspection is finalised users can use the Document Management System to customise new or existing company specific templates or project documents. Using Microsoft Word, default templates and documents can be replaced with the customised documents, complete with company logo and authorised signature. All data is securely stored to the cloud which means that they are secure, instantly retrievable and accessible 24/7.

Capture Project Specific Data

Capture data specific to the energy rating process which can be extracted into assessment reports such as Basix Assessments, JV3 Assessments, Part J Assessments, Form 15 (QLD), etc.

Project Financials

Improve the overall efficiency of project financial management. BCS provides clients with the ability to easily organise the financial history for each specific project, making information easier to find and eliminating the need to store hardcopy information. Raise invoices, process payments, create credit notes, generate purchase orders, manage expense claims & assign invoice authorisation permissions just to list a few of the financial functions

BCS Energy Features and Inclusions

Starter Team Corporate Enterprise
Standard Invoicing check check check check
Access Xero Settings Page  check check check check
Disbursements  check check check check
Credit Notes  check check check check
Progressive Revenue Recognition  EP EP EP EP
Purchase Order  EP EP EP EP
Expense Claims  check check check check
Invoice Share Allocation EP EP EP EP
Lock Period  EP EP EP EP
Write Offs  EP EP EP EP
Invoice Revenue Splits  Report EP EP EP EP
Standalone Credit Notes Opt-out  check check check check
Xero Tracking Categories  EP EP EP EP
Show line lookup on large invoices  EP EP check check
Report - Aged Receivables  check check check check
Overdue Payment Reminders  check check check check
Marketing Opt-out  check check check check
Fee Preset Filtering EP EP check check
Client Fee Presets EP EP EP EP
Starter Team Corporate Enterprise
Strict Contact Management  EP EP EP EP
Account Contact  EP EP EP EP
Starter Team Corporate Enterprise
Attachments  check check check check
Documents  check check check check
Microsoft  check check check check
Signatures  check check check check
Custom Default Documents  check check check check
Custom Document Templates  check check check check
Document Stamping  check check check check
Create Document Categories  check check check check
Document Tasks and Reminders  check check check check
Use BCS Sharepoint  check check check check
Placeholder Documents  check check check check
PDF Markup, Measure and Stamp check check check check
Document Stamping V2  EP EP check check
Document Status  EP EP EP EP
Document Reference  check check check check
Document Reference (Checklist)  check check check check
Generate All  EP EP EP EP
Document Category Status  EP EP EP EP
Always Show Manual Document Editing  check check check check
Document Bulk Actions  check check check check
Document Subcategories  EP EP EP EP
Template Filtering EP EP EP EP
Starter Team Corporate Enterprise
Billing  check check check check
Access Project Files  check check check check
Create Project Files  check check check check
Custom List of Requirements  check check check check
Custom Project File Numbering  check check check check
Emails  check check check check
Notes  check check check check
Custom Project File Status Template  check check check check
Create Subprojects  check check check check
Project Name Changes  check check check check
View Registers  check check check check
Checklist  check check check check
Multiselect Project Types  check check check check
Checklist table layout  check check check check
Edit Registers  check check check check
Business Unit  EP EP EP EP
Substitute Contact EP EP EP EP
Starter Team Corporate Enterprise
Custom Fee Presets  check check check check
Custom Fee Service Rates  check check check check
Access Quotes  check check check check
Convert Quote To Project  check check check check
File Administrator on Project/Quote  check check check check
Assessing Officer on Project/Quote  check check check check
Line-by-line acceptance of Quotes  check check check check
Create Subquotes  check check check check
Starter Team Corporate Enterprise
All Projects Report  check check check check
BCS Insights EP EP EP EP
Open Projects Report  check check check check
Operations Report  EP EP EP check
Quotes Report  check check check check
Invoice Status Report  check check check check
Director  EP EP EP check
Monthly Bonus Commission Report EP EP EP check
Account Statements EP EP EP check
Financial Summary Report  EP EP EP check
Starter Team Corporate Enterprise
Staged Invoicing EP EP check check
EP Extension Pack