Question 1

What manual work around EDS calculations can be automated?

Accepted Answer

EDS automates the technical calculation itself (block load and home performance audits), but the manual work before and after it can be automated through integrations. You can automate data collection from intake forms or inspection tools, feed that data directly into EDS, and then route the output reports to storage systems or email them to contacts automatically. This eliminates manual copy-pasting of inspection results into EDS and manually distributing finished reports.

Question 2

How does data move between EDS and other business tools?

Accepted Answer

EDS accepts input data (building specs, dimensions, equipment details) and produces output reports or calculation files. When connected through automation, incoming data from forms, spreadsheets, or inspection software flows into EDS, and the completed analysis can be pushed to document storage, CRM systems, or email distribution. The format and structure of data moving in and out depends on EDS's export and API capabilities, which should be confirmed during integration planning.

Question 3

What causes EDS integrations to break or produce incorrect results?

Accepted Answer

Mismatched or incomplete input data is a common failure point, since EDS requires specific building parameters and equipment details to calculate accurately. If upstream data collection tools don't capture all required fields, or if field mappings in the automation are incorrect, EDS will either reject the input or produce incomplete calculations. Always validate that all mandatory data fields are being collected and mapped correctly before automating, and test with sample records first.

Question 4

How should we organize our EDS workflow so automations work reliably?

Accepted Answer

Establish a clear, consistent data structure before building automations: define which fields must be collected upfront, standardize how building and equipment information is entered, and ensure all team members use the same terminology and units. Create a reference template or checklist showing exactly what data EDS needs, then build your intake forms and automations around that requirement. This prevents gaps in the data pipeline and reduces rejections or rework when EDS processes the records.

Automate the manual work in EDS

EDS by the numbers

Top 5 EDS friction points when done manually

EDS task assignments pile up untracked

EDS status updates require constant chasing

EDS data doesn't sync across departments

EDS reports require manual data compilation

EDS handoffs between phases stall work

What you can automate in EDS

Calculate load in EDS when a contact is updated or created in Google Contacts

Calculate load in EDS when a row is updated or created in Google Sheets

Create Google Contacts from new EDS loads

Create HubSpot contacts when new heading and cooling loads are calculated by EDS

Run loads for new ServiceTitan customers

Send Gmail emails for new EDS loads

Tools commonly connected to EDS

EDS Automation questions

Ready to automate your work in EDS?