Suprata Energy Assistance

Overview

What Suprata Energy Assistance does

Suprata Energy Assistance runs heating-bill help and home weatherization from one household record. Families apply from a phone, upload documents and message their local agency. Staff enter a household and see eligibility, the estimated benefit, priority flags and the exact documents needed update as they type, and every decision shows its math. Program staff keep the rules themselves: income limits, benefit tables and validation messages are dated versions they can schedule ahead.

Approved benefits flow into a weekly payment batch for fuel vendors, with returns, re-issues and holds tracked, and vendors get their own portal for notices and remittance. Weatherization runs from a ranked waitlist through the energy audit, work orders, quality inspections and monthly invoices split by funding source, and auditors use a field app that keeps working without a signal. Dashboards, reports, scheduled banners and a full audit trail round it out for any agency that pays benefits to households through outside vendors.

Who it’s for

Built for organizations like yours

Energy Assistance fits a wide range of organizations. Hundreds of organizations already run their work on the Suprata platform.

State housing finance agencies and energy offices
Community action agencies and other local service providers
Utilities and public power districts running bill-help or efficiency programs
Cities and counties with emergency heating, water or rent help
Tribal governments running energy or housing assistance
Nonprofits that hand out grants paid to vendors or landlords
Weatherization and home-repair contractors and nonprofits
Housing authorities
Private program administrators that run benefit programs for governments or utilities

Features

Everything Energy Assistance can do

56 capabilities in 9 areas. Every one of them can be shaped to your rules.

Applicant portal

Apply online from a phone
Upload required documents
See application status by program
Message the local agency without leaving the portal
Sign in with an emailed code

Household record and intake

One household record across every program and program year: members, applications, jobs, payments, documents, notes and letters
Household search across the agency or statewide
Guided intake: application type, household members, income and benefits, home and heat
Live eligibility result as the worker types: eligibility, estimated benefit, priority flags
List of only the documents these answers require
Priority flags computed from members: age 60 or older, child 6 or under, disability
Roll-forward of last year's values with a prompt to confirm each one
Validation checks that stop or warn before saving
Three application types: annual help, emergency crisis help and weatherization
Application statuses from started in portal through certified, denied, voided and reversed
Certify, request documents or override with a reason, each logged

Rules engine

Eligibility worksheet that shows the math: rule version, poverty test, state median income test, heating burden, benefit table cell
Effective-dated rule versions chosen by application date
Schedule next season's increase ahead of time
Income limits and benefit matrix by household size and burden
Program staff edit validation messages without a developer
Funding sources with award amounts and dates

Statewide checks

Duplicate ID number and duplicate household checks across agencies
Merge tool for duplicate households
Fraud flags and payment holds that carry from year to year

Vendors and payments

Vendor list with fuels, status (active, inactive, departed) and typed contacts
Vendor record with contract, payments and electronic agreement
Weekly payment batches built from certified benefits
Release a batch and produce a bank transfer file, or send it to finance software by API
Returns, re-issues, holds and overrides tracked as exceptions
Totals by vendor and payment register by funding source
Vendor portal: credit notices, vouchers and remittance advice, with no access to income or weatherization data
Contractor bids per measure, per vendor, per agency

Weatherization

Waitlist ranked by priority points, each point explained line by line
Weatherization jobs with status from waitlist to invoiced, plus deferral with stated reasons
Energy audit hand-off: send a package to the audit tool and import results
Measures with savings-to-investment ratio; measures at 1.0 or more preselected
Work orders to contractors with itemized labor and materials
Agency quality inspection and state-selected follow-up inspections
Geotagged photos in the client file
Monthly agency invoices from completed and inspected jobs, split across funding sources
Running budgets and balances, with review by job
Audit package export per job (XML)

Field app

Auditor's job list on a phone or tablet
Works offline; entries wait on the device and sync when signal returns
Waiting-to-sync queue and Sync now button
Take photos in the field

Dashboards, reports and control

Dashboards of households served by county, agency, funding source and demographics, with a county map
Applications by status, jobs by status, primary heating source, units and cost per unit
Every number follows the viewer's access
Twelve built-in reports, including days to certify, vendor vouchers, payment register, returns, federal household report data, cost per unit, deferrals, quality results, vendor performance and clients by agency
CSV export of reports and budgets
Scheduled banner messages with start and end times
Audit trail of every change and every view of personal information, exportable to CSV

Access and security

Eight seats: program manager, fiscal, technical monitor, agency intake, agency weatherization coordinator, field auditor, fuel vendor, applicant
Role permission matrix: each role sees only its part, agencies see only their own households

Screens

See Energy Assistance at work

Real screens from the working copy, filled with made-up sample data. Click any screen to enlarge it.

Energy Assistance — live intake with eligibility

Energy Assistance — income limits and benefit matrix

Energy Assistance — weekly payment batches

Energy Assistance — weatherization waitlist

Energy Assistance — county map and funding dashboards

How it fits

One platform underneath

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability. Energy Assistance is built on it, so it shares the same engine, records and controls.

Workflow & automation

Approvals, work queues, reminders and rules move every Energy Assistance request forward without anyone chasing it.

Business intelligence

Live dashboards for every role and custom reports built from your Energy Assistance data, with an AI report builder.

Customer portal

The people you serve sign in to apply, book, pay, upload documents and check status, day or night.

Payments & billing

When Energy Assistance takes money, card and bank payments, invoices and refunds land in one ledger.

Integrations & API

A documented API, webhooks and exports connect Energy Assistance to the systems you already run.

Live

Click around a working copy

The working copy of Energy Assistance is filled with realistic, made-up data. There is no sign-up and no password. Pick a role and explore. Your changes stay in your own copy.

Open Energy Assistance (opens in a new tab) Or book a guided demo

Pricing

Ask about pricing for Energy Assistance

Every organization is different, so we price Energy Assistance around your size and needs. Tell us what you run and we’ll come back with a clear number.

Ask about pricing Book a demo

Or call 888-494-4335