ViewPoint Log-In Guide
04/03/2026
This guide provides a clear, step-by-step process to help you log-in to the platform quickly and easily.
Signing In & Verification
12/04/2025
In this quick tutorial, we'll guide you through four simple steps to sign in and verify your viewpoint account.
Okta & Jamf Trust Installation
02/01/2026
This guide walks you through logging in with Okta, installing the Jamf Trust mobile device manager with two-factor authentication, and getting the ViewPoint Photo Capture app on your mobile device.
ViewPoint LADWP Subcontractor Registration & Onboarding
02/01/2026
This guide is here to help you with the onboarding of Subcontractors to ViewPoint. It provides an overview of key features along with step-by-step instructions to improve your experience and efficiency.
LADWP Subcontractor Organization Registration Overview
03/06/2026
In this session we'll walk through the requirements for registering subcontractor organizations.
ViewPoint LADWP Subcontractor Registration & Onboarding
03/12/2026
This guide will walk you through the process of submitting an ACD activation request in ServiceNow, retrieving the new user's login ID and temporary password and ensuring your new subcontractor is properly provisioned with access to the ViewPoint web platform.
Scheduling Appointments for Prospects
07/31/2025
Assessment & Qualification for Leads
05/08/2026
This tutorial shows how an ESR completes an assessment, including adding contacts, generating & uploading the signed CAAA document into ViewPoint.
ViewPoint (DI Edition) & Prospector Capture Viewer | Move Site Photos
03/18/2026
The Capture Viewer Move Site Photo feature allows users to quickly transfer photos between Application IDs. These steps explain how to use the Capture Viewer Move Site Photo feature in either ViewPoint (DI Edition) or Prospector.
ViewPoint Audit Creation & Submittal User Guide
03/01/2026
This guide is here to help you with the entering of audits into ViewPoint. It provides an overview of key features along with step-by-step instructions to improve your experience and efficiency.
Photo Capture Claim Site Process
10/11/2025
In this quick walk through, you'll see how to claim sites, so you can start capturing required photos for the jobs that your team has assigned.
Audit Time Log
02/11/2026
This video offers a step-by-step guide on how an auditor logs time using the audit time log feature.
Submitting Audit Time Invoices
12/09/2025
In this tutorial, we'll walk through how subcontractors should prepare and upload their audit invoice.
ViewPoint QA/QC Process User Guide
08/01/2025
This guide is here to help you with the QA/QC process in ViewPoint. It provides an overview of key features along with step-by-step instructions to improve your experience and efficiency.
Trade Pro Portal User Guide
03/06/2025
This guide is here to help you get the most out of the Trade Pro Portal. It provides an overview of key features along with step-by-step instructions to improve your experience and efficiency.
Supporting Documents
08/18/2025
Audits — How to Accept & Assign
09/16/2025
This tutorial covers how a contractor customer service representative accepts and assigns audits in viewpoint.
ViewPoint Utility Eligibility Review User Guide
09/01/2025
ViewPoint Utility Eligibilty Review user guide streamlines eligibility reviews, helping you stay organizedand connected with your Willdan Program Team.
Customer Eligibility
09/04/2025
Sprint 91 Release Notes
11/06/2025
Workspace display enhancements (Status Date, Eligibility Status, Assessment ID columns), separated audit/subcontractor invoice submission, updated invoice templates, new client invoicing features, CSR note editing, and Account Manager flagging.
Sprint 92 Release Notes
11/18/2025
Status Date column repositioned in Audit workspace, customer eligibility restricted to CSR/UTIL roles, NC line items default to 0 qty, $/kWh added to financial dashboard, new multi-entity invoicing micro-app, and Invoice ID in batch dropdowns.
Sprint 93 Release Notes
12/30/2025
New measures (Type B Strip Lighting, HPWH, Anti-Sweat Heater), multi-assessment support per customer, new Building/Measure Type fields, HPWH survey, financial summary enhancements, FIN-only Utility Invoice Builder, and ticket submission via email.
Sprint 94 Release Notes
01/27/2026
New Power BI sales dashboards, ESR assessment view redesign, Measure Type column added to dashboards, Price Per Work Order summary, multi-vendor material orders, Supporting Documents enhancements, and subcontractor logos on invoices.
Sprint 95 Release Notes
03/10/2026
New USDR role for LAUSD data, workspace display fixes, Mixed Measures type, updated HPWH survey, Self Audit renamed to Scope Validation, new Trade Type audit time log process, HPWH split into Electrical/Plumbing work orders, and new T&Cs on key documents.
Sprint 96 Release Notes
04/23/2026
ESR dashboard reorganization, HPWH form split into ESR/Plumber and Electrician forms, CSR/ESR assessment copy feature, CSR audit merge capability, new Merged tab for AUD dashboard, and "From Inception to Date" filter in Utility Invoice Builder.
Sprint 97 Release Notes
04/23/2026
New Dark Mode toggle, audit time log auto-locks 14 days after submission for CCSR/AUD roles, and CSRs can now edit the designated subcontractor on Program Supporting Documents.
Sprint 98 Release Notes
05/12/2026
CSR/CCSR can add schedule dates and notes before auditor assignment, new Building Sqft column on AUD dashboard, new "Ready for Proposal" audit status, and new Benefit-Cost Ratio (BCR) review process and workspace for UTIL/CSR roles.
ViewPoint Capture – LADWP Video Feature Release Notes
05/04/2026
Documents the LADWP video capture feature configuration: up to 3-min recordings, multi-video support per section, and Measurement Videos sections added for ESR-HPWH, AUD, and Work Order workflows.