Latest Updates

** Important for EnergyCAP hosted and Self-hosted clients **

A new version of the EnergyCAP Installed Client (Version 6.x) is available. The EnergyCAP Installed Client is a Windows-based application for managing data in your EnergyCAP database. This update is required to continue use of the Installed Client properly with EnergyCAP licenses that expire in May 2021 and beyond.

The latest version of the EnergyCAP Installed Client is available to download by request and is packaged as a Windows Installation Package (MSI) that can be easily deployed to Windows computers within your organization.

Before you update, it is important to backup any custom bill import profiles, interval data import profiles, and bill export profiles you may be using. These custom profiles (.ini) can be found on your computer in a location like: C:\Users\[USER]\AppData\Local\EnergyCAP Enterprise

NOTE: If you are running automation scripts on servers that utilize the EnergyCAP Installed Client libraries to import billing data, import interval data, or export bills for accounting, those servers will also need this latest update.

Please submit a ticket to EnergyCAP Support to request the new version of EnergyCAP Installed Client.

Read more »


** Self-hosted clients only **

A new server update is available for EnergyCAP Version 7. This update includes several bug fixes and performance improvements over previously released versions. This version also removes all dependencies on TLS 1.0—you may disable TLS 1.0 in your environment after installing this version.

Please submit a ticket to EnergyCAP Support to request the latest installation package for EnergyCAP Version 7. We anticipate releasing another update to Version 7 sometime this summer.

Read more »

EnergyCAP Quick Tips - Sharing Dashboards
Posted by Joel Brickell on 02 March 2020 12:18 PM

Sharing Dashboards

Dashboards can be shared with other EnergyCAP users within your organization and publicly on a website.



Read more »

EnergyCAP Quick Tip - SSRS Reports
Posted by Becky Gruber on 03 February 2020 09:24 AM

SSRS Reports

EnergyCAP’s Crystal Reports are being replaced with new SQL Server Reporting Services (“SSRS”) reports.  SSRS reports are faster and more flexible and provide enhanced reporting capabilities that include expanded filtering options and hyperlinks to EnergyCAP objects.

Note: SSRS-based reports can be identified with report code Report-XX and can be searched for by typing SSRS in the Reports Module. One SSRS report often replaces multiple Crystal Reports-based reports.



Read more »

Updating to EnergyCAP Version 7.6 (ECI Hosted)
Posted by Becky Gruber on 16 January 2020 04:49 PM

On January 29, 2020, EnergyCAP, Inc. (ECI) will be updating its software for all ECI-hosted databases. No downtime is expected during this update; however, there are several feature updates to custom logos, custom database names, building groups, and meter groups that may impact your organization. Please review the changes listed below in preparation for this update.

Updates to Customer-Provided Logos and Database Names
EnergyCAP provides functionality for your organization to display a logo and database name at the top of the application. To support upcoming improvements, the information at the top of EnergyCAP Version 7 will be reformatted—this includes updates to the formatting of customer logos and database names.

Logo Dimensions. Customer logo image dimensions will need to be either a square (1:1 ratio) or a rectangle where the width is no greater than 2 times the height (2:1 ratio). Customer logo files must be at least 96 pixels wide by 96 pixels high, up to 5MB in file size, and be PNG, JPEG, or SVG format. Existing logos that meet these format standards will work with EnergyCAP Version 7.6. Any logos that are too wide will be hidden after the upgrade. Revised logo images may be uploaded at any time (before or after the update). This new logo format is similar to the requirements used by many social media sites and online tools.


Database Name. EnergyCAP also provides the ability to display a database name at the top of the application. Many EnergyCAP customers display their organization name or a database label to assist users. After the Version 7.6 update, this name will be displayed by default in all EnergyCAP databases. We recommend verifying the custom name settings of your database prior to the update. The combination of a company logo and a database name can be very effective at branding your EnergyCAP database for your organization.

Here are some examples of how a logo and database name can be used to maximize your organization’s logo and database name. We recommend minimizing the text used in logos and using the custom label whenever possible—this will provide the best visibility for your logo.





Updates to Building Groups and Meter Groups
Historically, EnergyCAP has provided three types of building and meter groups:

  • Manual groups (yellow groups)—created and managed by users
  • Automatic groups (purple groups)—created by users and maintained automatically based on user-configured filters (e.g., all buildings with an area greater than 10,000 sq ft)
  • System groups (blue groups)—created and maintained automatically by EnergyCAP

Going forward, system groups will not be created or maintained by EnergyCAP. Because these groups were automatically created by the application, many of the groups were never utilized, and they resulted in decreased performance for other common actions. Instead, users can create automatic groups based on the criteria that matters to your organization.

To ease the transition from system groups to automatic groups, the following system groups will be converted to automatic groups (no action is required for this conversion):

  • Building groups based on primary use
  • Meter groups based on primary use
  • Meter groups based on commodity

System meter groups based on vendor-commodity and vendor-rate combinations will be removed during the update. To simplify creating automatic groups based on vendor-commodity and vendor-rate, a new auto-create feature will be available in the Vendors and Rates module.

Read more »

EnergyCAP Quick Tip - URL Sharing
Posted by Joel Brickell on 06 January 2020 09:31 AM


URL Sharing

Do you want another user to see what is on your screen in EnergyCAP? Just copy and paste the URL into a message or email, and they will see what you see.

 Note: EnergyCAP users with different data permissions may have different views.


URL Sharing



Read more »

EnergyCAP Quick Tip - Display Organization Name
Posted by Joel Brickell on 17 September 2019 08:41 AM

Display Organization Name

Personalize your EnergyCAP database by displaying your organization’s name in the application header. It’s easy to do through the Global Display setting.



Edit Organization Name


Read more »

Potential Interruption to ENERGY STAR Submissions
Posted by Becky Gruber on 23 August 2019 08:19 PM

On August 25th, ENERGY STAR will be releasing updates to Portfolio Manager, which might cause some interruptions in service. All services will be restored on Monday, August 26th.

This update could potentially cause some delays or errors in submissions from EnergyCAP to ENERGY STAR Portfolio Manager the week of August 26th.

We will update this article as more information becomes available.

Thank you,

EnergyCAP Staff

Read more »

**REMINDER: Audit Release and Changes made July 27, 2019
Posted by Joel Brickell on 01 August 2019 09:31 AM

The weekend of July 27, 2019, EnergyCAP updated its login experience and released new audits features to all ECI-hosted databases. These updates were originally communicated via a July 9, 2019 email (see below) and have been released to some clients already. Your organization will see these changes applied this coming weekend.

Note to Bill CAPture clients: At a later date, the new audits will run automatically on Bill CAPture bills. Updated Bill CAPture reports will also be released at that time. Bill CAPture clients will be notified when the new items are ready to be released.

One of the most requested features in EnergyCAP is the ability to audit bills for errors and discrepancies. We are pleased to announce that bill audits will be added to EnergyCAP Version 7 as part of our 7.5 release.

We’ve redesigned EnergyCAP audits to make them easier to use for novice and experienced users. Audits in EnergyCAP Version 7 include the following features:

  • Bills are automatically audited as they are entered/imported (no need to set up and run audits manually).
  • Audit exceptions are highlighted on each bill to help your team quickly identify issues and resolve them quickly.
  • Possible bill problems are highlighted as you type within the bill entry screen to help avoid errors before bills are saved to your database.
  • Bills that do not pass audits are automatically flagged for follow up.
  • Flagged bills can be assigned to users for follow up, and users can comment on findings and track savings through the “Cost Recovery” field (an easy method for reporting on the value your team brings through ongoing review of billing issues in EnergyCAP).

  • Bills can be manually flagged for follow up
  • New functionality integrates the benefits of our legacy Issue Tracker feature with all of the other EnergyCAP Version 7 features.


Many additional features included in our upcoming release will make analyzing and managing your bills easier than ever before. A video training series on audits and flagged bills will be made available in EnergyCAP’s user guide. Some help documentation is already available for the audit and bill flags features:

  • Flagged bills overview: Overview of the audit process, how bills are flagged, actions to take, and permissions associated with flagged bills
  • Bill flag audit rules: Details about the specific audits used to flag bills
  • Additional help materials will be made available closer to the release date including how to view flagged bills in your dashboards, reporting on flagged bills, and more.

EnergyCAP’s login process available at will also be updated to automatically log users into EnergyCAP Version 7. Users will no longer need to select which version of the EnergyCAP application they wish to use. We’ve also added a new status bar to EnergyCAP Version 7 at the bottom of the screen that includes a quick-link for users who wish to access EnergyCAP Version 3.

Details about the updated login experience will be available in help documentation closer to the release date.


Read more »

Cost Avoidance Active in EnergyCAP Version 7, Read-Only in Version 3
Posted by Becky Gruber on 11 June 2019 08:05 AM

As of Saturday, June 1, 2019, EnergyCAP will enable all Cost Avoidance features in EnergyCAP Version 7 and make existing Cost Avoidance features read-only in EnergyCAP Version 3.

All existing Cost Avoidance features have been migrated from EnergyCAP Version 3 to EnergyCAP Version 7, and extensive testing has occurred to ensure that calculations are consistent between both systems.

To avoid multi-version confusion, the Cost Avoidance features in EnergyCAP Version 3 will become read-only on June 1st. Cost avoidance charts, reports, and other detailed information will remain visible within Version 3; however, the features will be read-only. All changes to baseline settings, adjustments, and other savings must be made in Version 7 after June 1st. Version 7 also supports bulk changes to special adjustments and other savings via setup spreadsheet.

Help materials are available for Version 7 Cost Avoidance features:

You can easily access EnergyCAP Version 7 from the EnergyCAP login page or by using the “Work in Version 7” link available at the top of all EnergyCAP Version 3 screens.

Work In Version 7

Read more »