Contacts are pulled from portal submissions and project records
Energy & Carbon
Project calculators and AI-powered energy data extraction from client bills
Projects
Select a project
Choose a project on the left to enter calculator data and generate energy & carbon reports
Extract energy data from client bills
Upload consumption spreadsheets or energy bill PDFs — Claude reads every page and structures the data automatically.
Setup required: Add ANTHROPIC_API_KEY to the Worker environment variables to enable AI extraction.
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Consumption spreadsheets
Excel (.xlsx, .xls) or CSV — click or drag to add
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Energy bills / invoices
PDF, image or text — click or drag to add multiple
Sending to Claude…
Team & Trust Settings
Manage team members, access, and trust accounting officers
Team Members
Accounting Officers by Trust
Bid Amounts
Contractor figures, fees and disbursements per project
Project
Trust
Type
Bid Type
Contract Value
Fees %
Fees (£)
Disbursements
Bid Value
Successful Contractor
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Upload Spreadsheet
Drop a spreadsheet here
.xlsx, .xls or .csv · Click to browse
DocuSign Auto-Sync Setup
Configure DocuSign Connect to automatically mark AO sign-offs as signed the moment a document is completed — no manual updates needed.
Step 1 — Copy your webhook URL
Step 2 — Configure DocuSign Connect
In DocuSign Admin, go to Integrations → Connect
Click Add Configuration → Custom
Paste the URL above into the URL to Publish field
Under Trigger Events, tick Envelope Signed/Completed, Envelope Sent, and Envelope Voided
Set Data Format to JSON
Save and activate the configuration
Step 3 — Link envelopes to projects
In each project's Contacts & AO tab, paste the DocuSign envelope ID into the DocuSign Envelope ID field and save. The manager will auto-update when that envelope is signed.
How it works: When a signatory completes a document in DocuSign, DocuSign posts the envelope status to your webhook URL. The manager matches it by envelope ID and instantly marks the project's AO sign-off as signed — including the date.
Project Details
Overview
Contacts & AO
Portal Login
Evidence Checklist
Tasks
Evidence Portal
Add Project
1
Select Trust
2
Select School
3
Project Details
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Trust selected
Trust
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School
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Evidence portal data found for this school — project type and checklist will be pre-filled.