Welcome, Building Energy Experts

June monthly management active

1of1complete Started Apr 19, 2026

Property data

Select a property

Needs review

Choose a property from the map, tasks, or table.

Grade - Units - Service area - Photos -
Owner and parcel Missing

County tax owner proof missing

Parcel/PIN missing
Manager and contact path Missing

Direct decision contact missing

Phone role missing
Evidence status Property proof missing

Source search not run

Outreach not logged
Next data actions
Select a property to see missing data.

Try our AI assistant

Type a message, or start a voice call and ask it anything a customer might.

Post of the Week

Building Energy Experts Multifamily rebate lead campaign

Lead Scout is checking qualified 3+ unit properties, owner proof, manager path, and outreach status for the Crystal Lake corridor.

Open report

Your deliverables

1 milestone complete

All milestones complete.

June management is active. Lead Scout is available as an added research workspace for qualified property leads.

Lead Scout snapshot

Properties tracked0Inside coverage
Direct-ready0Only proven decision channels count.
Open decisions0Records need proof or outreach review.
Visual gaps0Two visual references required.
Coverage mapActive
Owner gaps0
Manager path0 missing
Outreach ledgerNeeds logging
Properties Map Reports

Weekly lead focus

Move the best leads toward outreach

Aim High is checking owner proof, manager path, property visuals, and direct contact before anything gets sent.

Review queue

What's inside your workspace

Your BEE command center, in one place

No chasing proof across tools. Leads, evidence, media, and reports stay tied to the work.

Lead ScoutQualified propertiesOwner proof, manager path, unit count, and outreach status in one review queue. CoverageMap viewSee which buildings fit the active service area before deeper research starts. Next actionsResearch queueReview what is blocked, what is ready, and what Aim High is checking next. MediaTranscripts and notesCall notes, shoot logs, and field media stay connected to the client work. ResultsReportsWeekly proof, lead movement, and active blockers are ready to review. WorkspaceSettingsCoverage, sources, review rules, and operating preferences stay visible.
Candidates0
3+ candidates0
Known unit count0
Inside coverage0
Corridor ZIP0
Direct-ready0

Research tasks

Apex research cadence

Work in small daily batches: confirm property identity first, then county owner and parcel, then manager path, then direct contact. Use source search only on records that still need a cross-reference.

Batch records0
Owner or PIN missing0
Manager missing0
2 photos missing0
Review-ready0

Map

Multifamily property evidence

Loading map...
2-view packets0
Inside coverage0
Visible units0
Research tasks0
Direct contact Manager path County tax owner proof Phone evidence Research task 2 views linked Photo needed

Visual proof

Select a property

No visual proof yet
No property photo packet attached yet
Photo sourceMissing
ViewsMissing
DistanceMissing
Open property search
Visual review Two property images required before confirmation
Phone candidates
No phone candidate extracted
Listing/source match
Run source search to attach Zillow, property site, county, or listing evidence when available.

Attached evidence packet

Property evidence

Photo sourceMissing
Building matchMissing
Phone candidateMissing
Direct contactMissing

Source search results

Not run
Property ZIP Manager/operator Contact proof Lead grade
Customers BEE client workspace

Company contacts, building-service context, and customer records will sit here so Lead Scout is one module inside the BEE account, not a standalone page.

Transcripts Calls, meetings, and media logs

Transcript records should connect to properties, reports, tasks, and outreach notes so research decisions have context.

Reports Proof and progress reporting

Summaries should show researched properties, proof gaps, outreach attempts, and monthly progress without exposing unfinished claims as direct-ready leads.

Settings Backend and Apex run controls

Daily batch size, API source budgets, coverage polygons, ZIP targets, parcel vendors, and outreach proof rules belong here before Apex runs deeper enrichment.

Source priority Parcel source first

Use Regrid, ATTOM, LightBox, or county GIS as the authority for owner, parcel, land use, and unit clues. Maps and search support the record, but they do not replace county-grade proof.

API keys Cloudflare secrets only

Store Google, Tavily or Bing, parcel vendor, OpenAI, and Mapillary keys with Wrangler secrets. The browser should only see reviewed results, never raw keys.

Schedule Small Apex batches

Run discovery every weekday, owner enrichment three times per week, manager enrichment twice per week, and a Friday proof report for attempted outreach.

Proof ledger Every claim has a source

Store property identity, 3+ unit proof, owner proof, manager path, visual reference, phone role, and outreach attempts as separate proof records.