Helder Energy Advice receives Werkhuis's annual energy statement. The business wants to explore possible sustainability improvements. This fictional advisory job shows how to organise information, agreements and follow-up.
Show which information supports your advice.
Sofie Beek sends the annual statement for the business premises. Ruben needs it alongside the building's characteristics and the customer's question. One consumption figure does not describe the whole situation.
Keep received documents with the advisory project and note what is missing. Connect the intake to the correct location and contact. A colleague can see what is available before preparing a visit.
The annual bill has arrived. Can we now discuss which steps suit our building?
Define the advisory work and agreed outcome.
Agree the question to investigate, the information to use and what the customer will receive. A site visit, action plan and implementation support may be separate parts of the job.
Keep the proposal and approval with the project. Use the agreement when assessing new questions. A request for extra research can then be reviewed before becoming part of the work.
Prepare the site visit with the intake at hand.
Check which rooms need to be accessible and who can answer questions about building use. Arrange the appointment with the contact and record which documents or details are still needed.
Use the checklist to keep findings and follow-up questions with the visit. SideIQ's data supports the organisation of advisory work. Technical calculations and professional assessment remain the adviser's work.
- Commercial property advice10 Sept · 10:00 · Ruben DekkerMeeting scheduled
- Home energy intake11 Sept · 11:30 · Ruben DekkerProposal
- Shared business premises follow-up12 Sept · 13:00 · Ruben DekkerIntake
Keep assumptions and advisory documents together.
If the customer later provides different usage figures or changes the request, it must remain clear what the earlier advice relied on. Keep the source documents and relevant agreements with the project.
Share the customer's documents through the portal. Discuss questions by email or phone with the same background at hand. This example makes no claims about energy labels, certification or obtaining subsidies.
Commercial property advice. Discuss how the building is used and the desired next steps. The annual bill has been supplied. The assessment follows in the advisory meeting.
Werkhuis · Sofie Beek. Discuss how the building is used and the desired next steps. The annual bill has been supplied. The assessment follows in the advisory meeting. Agreements and feedback are kept with this record.
Complete the job and define the next step.
Check which agreed advisory documents have been delivered before preparing a draft invoice. Use the description from the agreement and record extra work separately.
Arrange a follow-up about the measures the customer wants to investigate. Record who will do what and when you will speak again. The delivered advice becomes the starting point for the next appointment.
Prepare the invoice from the job.
Check the completed visit and delivered advice documents against the agreement.
Commercial property advice · ENE-2026-118
Amount and invoice date: as specified in the reviewed quote or agreement.Example data. Actions stay in this demo. Nothing is sent, signed or invoiced.
Set up advisory records around your own process.
Homes and business premises need different intake details. Choose fields for the building, available documents and intended advice. Make missing information and proposals awaiting review visible in the stages.
Adapt a field or status below. Start with a common advisory question and check that the setup supports the full process, from intake to follow-up.
Turn your work into an initial setup.
Try a proposal, edit it and see the result in this demo. This example uses preset proposals for each workflow. Later, you can work with Rio on a personal example for your business.
Changes apply only to this demo and are cleared when you reload or switch industries. We discuss availability and the setup of your own workspace with you personally.
