Everything lives in a folder
Licenses, insurance certificates, and training records sit in email threads and shared drives, expiring quietly. Nobody discovers the lapse until an audit, a claim, or a denied invoice.
For clean energy program implementers
Projects rarely stall on funding. They stall waiting for a qualified crew whose credentials someone can actually prove. CDX Data provides a turnkey capability to match, verify, and dispatch workforce, shortening time to deployment and reducing your exposure to clawbacks and delayed payment.
Turnkey dispatch and verification. Built for publicly funded work. Or book a time with Austin
Twenty minutes on your actual program. Bring one real project and its contractor list and we will walk the dispatch and verification flow against it.
Where the time goes
Scarcity in the skilled trades is not going away, and it shows up as cost and delay on every project. The firms that stay competitive are the ones with a working method for verifying and dispatching workforce against demand, rather than reconstructing it afterward for the funder.
Licenses, insurance certificates, and training records sit in email threads and shared drives, expiring quietly. Nobody discovers the lapse until an audit, a claim, or a denied invoice.
Coordinators work from a list they keep in their heads. The same handful of contractors absorb the volume, the rest of the network goes cold, and your real capacity looks far tighter than it is.
Local hire, set-aside participation, and workforce standards get assembled at quarter's end from records never captured as data. That gap is where clawbacks and payment delays originate.
How it works
A work order enters the system with its trade, location, window, and documentation requirements. The platform matches it against your contractor network, verifies every credential the job requires against its source, and only then releases the dispatch.
Nothing goes out to an unverified crew. That single rule is what converts workforce compliance from a reporting exercise into a deployment advantage.
Work routes by trade, license class, certification, territory, capacity, set-aside eligibility, and past performance, so volume spreads across the network you already recruited instead of the four names a coordinator remembers.
Licensure, insurance, workers' compensation, and training are checked against source and re-checked on expiry. An unverified crew cannot be dispatched. That is the entire rule, and it is what removes the clawback exposure.
The crew receives the address, the measure, the window, the documentation requirements, and the closeout form on their phone. No separate portal for you to train a contractor network on.
Workforce participation, local hire, set-aside share, crew hours, and completion rates come out of the same data the dispatch ran on, as a filing-ready export rather than a quarterly reconstruction.
How it compares
| Spreadsheets and email | Generic field service software | CDX Data turnkey | |
|---|---|---|---|
| Credential check | Manual, on request | Document upload, no verification | Verified against source, re-checked on expiry |
| Work distribution | Whoever the coordinator calls | First available technician | Matched on capability and eligibility |
| Set-aside and wage rules | Tracked separately, if at all | Not modeled | Built into the match |
| Funder reporting | Rebuilt each quarter | An export of job records | Generated from the dispatch record |
| Clawback exposure | Discovered at audit | Discovered at audit | Prevented at dispatch |
| Built for | Nothing in particular | Commercial service calls | Publicly funded clean energy programs |
Track record
The CDX Matching Engine matches clean energy procurement opportunities to the contractors positioned to win them, scores each match against a contractor's profile, and connects them to technical assistance providers who help them compete.
Which means the difficult part already exists: an eligibility and credential model that reflects how public procurement actually works, and outcome verification a public agency will stand behind. This capability runs that same machinery from the implementer's side of the transaction.
Who this is for
Running direct-install, weatherization, or electrification programs under contract, and accountable for throughput and workforce outcomes at the same time.
Administering multi-contractor programs across a county or region, where contractor quality and equitable work distribution are part of the mandate.
Running your own customer programs and finding that contractor management, not customer demand, is what limits how fast you can install.
Tell us where your projects are losing time and we will tell you plainly whether we can shorten it.