A complete utility handoff toolkit for real estate teams
UtilitySheet gives coordinators structured catalogs, guided seller portals, and polished exports—without juggling spreadsheets or email threads.
Catalog every utility provider once and reuse it across markets.
Guide sellers with mobile-first, branded questionnaires.
Deliver share-ready PDFs and CSV exports instantly.
Core Features
Curated Utility Catalogs
Build and maintain provider libraries for every market you serve. Start with our Pennsylvania starter catalog and tailor details for each territory.
Starter catalog included for Pennsylvania
Provider phone numbers surfaced in dropdowns
Easy provider management interface
Market-specific customization
Client-Facing Portals
Professional, branded intake forms that guide clients through utility setup with clear instructions and helpful context.
Mobile-responsive design
Auto-save functionality
Progress tracking
Custom branding options
Automated PDF Generation
Generate polished, professional utility summaries for transaction files, compliance, and client communication.
Professional formatting
Instant generation
Print-optimized layout
Downloadable & shareable
Compare plans at a glance
Every plan starts with the same guided seller experience. Choose the tier that matches your volume and automation goals, then upgrade as your team scales.
| Feature | Starter | Growth | Scale |
|---|---|---|---|
| Monthly submissions included | 10 | 30 | 100+ |
| Custom branding & white-labeling | Standard theme | Logo, colors, invites | Full white-label |
| Team collaboration | Single user | Teammate mentions & assignments | Advanced roles & permissions |
| Automation & reminders | Manual follow-up | Email reminders | Workflow automation |
| Analytics | Completion status | Submission insights | Custom dashboards |
| Integrations & API | CSV export | Webhooks (beta) | API + custom integrations |
How It Works
Set Up Your Catalog
Add local utility providers with phone numbers and service areas once, then reuse them on every file.
Create Transaction
Enter property details and client information. The system generates a unique portal link.
Send Invitation
Send an invitation email that outlines exactly what the seller will need and when it is due.
Client Completes Form
Mobile-friendly form with provider dropdowns, phone numbers, and helpful context.
Receive & Export
Get notified when complete, then export professional PDF for your transaction file.
Advanced & Roadmap Features
Included capabilities vary by plan. Items marked as beta or roadmap are available to launch partners as we roll them out.
Smart Email Automation
Beautiful, professional emails that guide clients through the process and keep everyone informed. Currently in pilot with invite-only workspaces.
Branded invitation emails
Automatic reminders
Completion notifications
Custom email templates
Multi-Tenant Security
Workspace-level permissions keep teams organized and protect sensitive client data.
SSO/SAML is planned — contact us for updates.Role-based permissions
Data encryption
Audit logging
SSO/SAML support (roadmap)
Analytics & Reporting
Comprehensive insights into your utility coordination process and client engagement.
Completion rates
Time-to-complete metrics
Provider usage analytics
Custom reports
API & Integrations
Connect UtilitySheet with internal tools. REST endpoints and webhooks are available to private beta partners today.
RESTful API access (beta)
Webhook notifications
Zapier integration (roadmap)
Hands-on integration support
White-Label Branding
Customize the look and feel to match your brand and deliver a seamless client experience.
Custom logos & colors
Branded email templates
Custom domain support
Remove UtilitySheet branding
Dedicated Support
Partner with our team for onboarding, workflow setup, and feedback loops as we grow together.
Priority email support
Phone support
Dedicated success manager
Custom training sessions
Why Real Estate Professionals Choose UtilitySheet.com
⏱️ End the back-and-forth emails
Replace pieced-together checklists with a guided workflow that captures every detail in one organized form.
📱 Mobile-First Design
Clients can complete forms on any device. Auto-save means they can pause and resume anytime.
🎯 Built for Real Estate
Every feature designed specifically for transaction coordinators, agents, and brokerages.
Ready to streamline your next seller handoff?
Create a workspace, import your utility catalog, and send your first portal in minutes. We’ll guide you through the setup and share best practices from launch partners.