Utility Bill Audit Consultation Form: Fields That Matter

Overview

A strong utility-audit form should answer:

It should not require production utility credentials.

• How many locations?
• Which utilities?
• How much is being spent?
• Is the buyer looking for a one-time audit or ongoing review?
• Is there a known billing problem?
• When does the buyer want to start?

Field 1: Company and contact

Collect:

Useful roles include:

• company;
• contact;
• role;
• business email;
• phone optional.
• CFO/finance;
• AP;
• facilities;
• real estate;
• energy/sustainability;
• operations;
• procurement;
• asset management.

Field 2: Number of locations

Use ranges:

• 1;
• 2–10;
• 11–50;
• 51–250;
• 251+.

Field 3: Geography

Ask:

This can matter because tariffs, taxes and utility structures vary.

• one state/region;
• multi-state;
• national;
• multi-country if offered.

Field 4: Utility types

Allow multiple:

• electric;
• gas;
• water/sewer;
• telecom;
• waste/refuse where offered;
• landlord recharge where offered;
• other;
• not sure.

Field 5: Approximate monthly utility spend

Use ranges rather than exact numbers when possible.

This helps qualify without turning the form into financial due diligence.

Field 6: Current process

Use:

• bills reviewed internally;
• AP only checks totals;
• current audit provider;
• energy broker reviews some bills;
• no formal review;
• not sure.

Field 7: Suspected issue

Useful options:

• no known issue / proactive review;
• unexpected bill increase;
• rate classification concern;
• duplicate/incorrect charges;
• tax/exemption issue;
• meter/demand issue;
• telecom charges;
• landlord recharge;
• not sure.

Field 8: Engagement goal

Use:

• one-time historical audit;
• refund/credit recovery;
• recurring bill monitoring;
• portfolio review;
• telecom audit;
• no-cost savings review;
• not sure.

Field 9: Timing

Ask:

• immediately;
• this month;
• this quarter;
• budget/renewal cycle;
• flexible.

Field 10: Safe notes

Prompt:

Tell us about your locations, utility spend and what prompted the review. Do not include account passwords or sensitive utility-login credentials in this public form. Detailed bills can be requested through the provider's approved secure workflow after fit is confirmed.

Should the public form allow bill upload?

Only if the provider has deliberately implemented a secure document path and reviewed the data-handling risk.

A public file upload is not automatically a secure audit data room.

Confirmation message

Use:

Thanks. We received your utility-audit enquiry. Our team will review your portfolio size, utility types, approximate spend and timing and contact you about the appropriate savings review or consultation.

Avoid:

You definitely have a refund waiting.

Collect commercial scope first, billing records second

A strong form gives sales enough information to route the opportunity without turning the public website into the audit workspace.

Explore OneStudio features, compare plans, or see the turnkey website option.

Questions businesses ask