Case Study: CHP Energy Solutions achieves streamlined weatherization data capture with GoFormz

Saves 350+ project manager hours annually using GoFormz

CHP Energy Solutions, a Virginia weatherization service provider managing more than 20 programs across 47 localities, was struggling with manual documentation and inconsistent data collection across subcontractors. As requirements varied by client eligibility and program, the team often had to send workers back out for missing photos or information, delaying funding submissions and reimbursement. CHP turned to GoFormz for digital forms and mobile data capture to solve these workflow and compliance challenges.

With GoFormz, CHP digitized and tailored its forms using conditional logic, reusable data fields, automated calculations, image capture, and role-based permissions for subcontractors. GoFormz helped CHP standardize reporting, eliminate redundant data entry, and produce consistent, audit-ready submissions that met state and funder requirements. The impact included more than 350 project manager hours saved annually, faster field data entry, fewer errors, quicker approvals, and improved collaboration through automated notifications and SharePoint uploads.

CHP Energy Solutions

Erik Garcia

Director of Support Services