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Retrofit Installation SpecialistInstallation Specialists

Create More Installation Jobs Through Retrofit


The Retrofit Exchange automatically creates detailed requests for quotes, and sends those requests to The Exchange’s qualified vendors. 

The process then issues a work order directly to the approved installation specialist.

Being a member of the Retrofit Exchange will acquire the installation jobs for you!

The Retrofit Exchange Automatically:
  • Generates cost estimates and project proposals, eliminating the need to do this manually. Packages include a complete list of materials, a detailed proposal, a preliminary work schedule, a fee schedule, and an estimated job cost.
  • Creates detailed requests for quotes, and sends those requests to The Exchange’s Qualified Installer.
The Retrofit Exchange Electronically:
  • Submits purchase orders and work orders to The Retrofit Exchange Installer, eliminating piles of paperwork and maintaining orders in the Exchange’s database for easy retrieval.
  • Provides structured, easy-to-manage schedules that cover every stage of the retrofit process. Schedule changes automatically cascade down through the schedule, adjusting all subsequent tasks.

Here are some of the important benefits for the Energy Installation Specialist who uses Retrofit Exchange:

  1. Finding Jobs: Retrofit Exchange helps you find work.  Once in the Retrofit Exchange system, you will be able to find and bid on projects that have populated Retrofit Exchange.
  2. Pre-Bid Using Your Pricing: You can pre-populate Retrofit Exchange with your unit costs for energy improvement work enabling you to bid on multiple projects.  The Retrofit Exchange auto-bid process allows contractors, homeowners, and energy professionals to connect in the Retrofit Exchange system, and, with your pre-populated bidding, you won’t miss an opportunity should you be away from your computer when bids are finalized.
  3. Your Payment Safely Escrowed: Once you have been approved as the Energy Improvement Contractor on a given project, funds are automatically escrowed.  When you are completed with your work, you funds are available for your payment and are direct deposited into your bank account.
  4. Energy Professionals: Retrofit Exchange connects you with other contractors who are looking for your services.
  5. Energy Improvement and Energy Efficient Mortgages Add Value: Retrofit Exchange is connected with various energy programs, and enables you to benefit from and promote Energy Improvement and Energy Efficient Mortgages to increase your sales.
  6. Your Own Private Business Portal: Retrofit Exchange can provide you with your own private portal with your own subcontractors.  No one else has access to your clients or sub contractors through your portal.
  7. Manage and Grow Your Business: Retrofit Exchange is your management tool to schedule your work, add other workers, and to manage your growing business.
  8. Complete Electronic Documentation: All documentation is maintained and archived in the Retrofit Exchange system making it easy to provide the information necessary to qualify your clients for various energy efficiency incentives.



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