California Field Energy Audit Platform — Title 24 (2025) & Electrification ProgramsThe Ortiz Group Field Audit Workbench is an offline-first residential and commercial energy auditing platform purpose-built for California auditors. Field teams capture photos, video, and measurements at the home or building, drop them into context-aware categories (HVAC, electrical, building envelope, water heating, appliances, lighting), and the workbench compiles a premium PDF report with code citations, projected program incentives, and tailored recommendations.California Title 24 Compliance & Program EligibilityEvery audit is mapped to the latest California Title 24 (2025) energy code and to the funded programs Ortiz Group clients are most likely to use: PG&E gas-to-electric conversion rebates, the Equitable Building Decarbonization (EBD) initiative for Northern California, and the federally-supported Electrify My Block program. Auditors pick the program on each audit and the final report tailors itself — recommended measures, projected program-covered value, and code citations all reflect the selected pathway.Core Capabilities

BPI-certified auditors on every residential and commercial project — Building Analyst Professional and Heating Professional credentials on staff

Title 24 (2025 cycle) compliant — every field audit report cites the applicable Title 24 Part 6 section and produces a rebate-ready deliverable

Drag-and-drop multi-photo & video upload, including direct iPhone HEIC capture

Offline capture with automatic background sync once the device returns to network

AI-assisted photo categorization and on-image measurement annotations

Heat pump (HP), heat-pump water heater (HPWH), and induction-cooktop electrification recommendations

Soft-delete with 10-second undo on every destructive action

Premium PDF, CSV, and ZIP exports with embedded supporting documents

Shareable signed URL links so clients and program administrators can review the audit in any browser

Per-audit Title 24 compliance summary and rebate eligibility worksheet

Inline attached-document Table of Contents with clickable jump-links to each embedded PDF

End-to-end encrypted authentication with admin and field-auditor roles

Who It's ForThe platform is used by California-licensed energy auditors, weatherization contractors, BPI-certified analysts, and program administrators delivering rebate-backed residential and small commercial decarbonization projects. The workbench is designed for field productivity — most audits are completed without a desktop, then finalized and shared from any device once the auditor returns to network.Sign in above to continue. New auditors should contact their program administrator for credentials.

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Field Audit Workbench

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California Field Energy Audit Workbench

The Ortiz Group Field Audit Workbench is an offline-first progressive web app for residential and commercial energy auditors working across Northern California. Auditors capture photos and videos in the field — even with no connectivity — and the platform queues uploads and produces branded reports with shareable links.

Built for California decarbonization

Every AI recommendation is cross-referenced against Title 24 Part 6 (2025 cycle) and tagged for eligibility under the programs we serve: PG&E gas-to-electric conversion, the Equitable Building Decarbonization (EBD) Northern California Direct Install program, and Electrify My Block. Auditors pick the program on each audit and the report tailors itself — recommended measures, projected program-covered value, and code citations all reflect the selected pathway.

Capabilities

BPI-certified auditors on every project
Title 24 (2025) compliance built into every report
Drag-and-drop multi-photo & video upload
Offline capture with background sync
Annotated floor plans with equipment pins
Heat pump, HPWH & induction recommendations
Soft-delete with 10-second undo
Premium PDF / CSV / ZIP exports
Shareable signed URL links
Per-audit Title 24 compliance summary

Sign in above to continue. New auditor? Contact your program administrator for credentials.