TEMPLATE GALLERY
Ready-made forms, workflows, reports, and dashboards built for how electric co-ops actually run programs — rebates, interconnection, demand response, and more. Save any template to your workspace and make it yours.
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44 templates
The flagship rebate intake, end to end
A guided application that validates the member's account, branches by system type, auto-calculates tiered rebates, and requires the invoice and AHRI certificate before submission.
60–90 days of email, replaced
A complete residential interconnection intake: system details, one-line diagram and COI uploads, parallel engineering and billing review, and installer status access.
Your G&T report, on autopilot
A quarterly program report formatted for G&T submission — participation, spend, and savings by program — generated and delivered on schedule.
Committed vs. paid vs. remaining — live
The real-time budget view: every submission counts against the program budget the moment it arrives, not when the check is cut.
The end of “just checking in” calls
A ready-made notification sequence — received, in review, needs correction, approved, paid — that keeps members informed at every workflow step.
A full rebate program in one save
The whole rebate stack in one bundle: application form, review workflow, budget tracker, notifications, inspection form, and reporting — pre-connected.
The correction loop, automated
A program-agnostic review pipeline: auto-checks, reviewer queue, one-click correction requests back to the member, approval, and payment handoff.
Your trade ally network, self-maintaining
A registration intake that collects licenses, insurance certificates, and W-9s into a contractor database with expiration dates tracked automatically.
Verification from the driveway
A mobile-first inspection checklist with required photo capture, model/serial verification against the application, and pass/fail routing.
The file cabinet, retired
Auto-compiled documentation packets per submission — application, uploads, approvals, and timestamps — retrievable in seconds for any audit request.
Two minutes to “yes, you qualify”
A short public quiz that tells members instantly which programs and rebate amounts they qualify for — and routes them into the right application.
Real accounts, verified at the front door
Connect your CIS so every form validates member account numbers, service addresses, and account standing at the moment of submission.
Ready for the EV wave
A combined EV charger rebate and managed-charging enrollment: charger specs, electrician invoice uploads, and optional off-peak program opt-in in one flow.
Launch a program in a week, not a quarter
Everything the announcement needs: a landing block, interest form, launch email, and auto-responder — connected to your intake from day one.
UEF-validated HPWH intake
Purpose-built intake for heat pump water heater rebates with UEF eligibility checks, capacity-based incentive tiers, and required proof-of-purchase uploads.
One form, many measures
A multi-measure application that lets members claim thermostats, appliances, and LED packs in a single submission with per-measure limits enforced automatically.
Sensitive intake, handled with care
An income-qualified weatherization intake with private document handling, income verification workflow, and an optional LIHEAP/WAP referral branch.
From approval to the member's bill
Connects approved rebates to your payment rails: batches bill credits for your CIS, generates check requests for AP, and marks records paid automatically.
Your program at a glance
A live dashboard of volume, cycle time, budget burn, and bottlenecks across every rebate program — the numbers your board asks for, always current.
Three-phase, higher stakes, same clarity
Commercial-scale interconnection with capacity-based branching, study-required routing, and multi-party document collection from developers and engineers.
From interest to enrolled device
A BYOT demand response enrollment that verifies device eligibility, captures program consent, and hands enrollment data to your DR platform.
The classic co-op DR program, digitized
Switch-based load control enrollment with installation scheduling, technician assignment, and annual incentive tracking.
Panels, subscriptions, and the waitlist that runs itself
Subscription intake with live capacity tracking: members subscribe by panel or kW block, and when the array fills, new applications waitlist automatically.
Rate switches without the billing surprises
A rate enrollment form with an expectations screen, meter compatibility check, and effective-date handling synced to your billing cycle.
Renewals that chase themselves
Automated renewal cycles: reminders fire 60/30/7 days before credentials expire, contractors re-upload via a secure link, and the record updates itself.
“Who should I call?” — answered
A public, filterable directory of your registered trade allies, fed live from your contractor database, showing only those in good standing.
Let contractors do the paperwork
A submit-on-behalf portal where registered contractors file rebate applications for members — pre-filled with their credentials and tracked in their own queue.
Trust, but verify — systematically
A post-job QA scorecard combining inspection results, correction rates, and member feedback into a per-contractor quality view.
Savings math, embedded at intake
A library of pre-built deemed savings calculations — heat pumps, HPWH, thermostats, weatherization — that drop into any application form.
The year-end scramble, pre-empted
An auto-generated annual savings rollup by program and measure — the report your G&T and state office ask for, built continuously all year.
Sampling, scheduling, and sign-off
A QA workflow that samples approved rebates for inspection at your chosen rate, schedules visits, and holds payment until sign-off where required.
Clean data for your evaluation consultant
Pre-formatted data extracts for third-party evaluators — full participant-level detail with documents linked, delivered on a schedule you set.
Federal money, federal paperwork — handled
A compliance bundle for USDA RESP-funded programs: loan activity reporting, participant records with required fields, and audit-ready documentation.
Annual state reporting without the re-keying
An annual report template mapped to common state energy office formats, with measure-level savings and demographic breakdowns where required.
One page your directors actually read
A one-page monthly snapshot for your board: participation, dollars to members, savings, and a trend line — auto-delivered before every meeting.
The cap that enforces itself
Rules that watch your budget in real time: when committed dollars reach the cap, forms close or switch to waitlist mode automatically.
Lifetime limits, checked automatically
Rules that check each new application against the member's prior claims — annual and lifetime limits enforced at submission, not discovered at review.
Every program, one budget picture
A portfolio dashboard rolling all program budgets into one view — burn rates, projections, and reallocation candidates for mid-year decisions.
Missing documents, without the phone tag
An automated correction sequence: specific missing-item requests, a secure edit link, and polite escalating reminders until the application is complete.
Deliver the good news properly
Polished approval and payment notifications — rebate amount, how it arrives, when to expect it — that turn program participants into program promoters.
Approved rebate to member bill, hands-free
A formatted export pipeline that turns approved rebates into bill-credit batches your billing system imports cleanly — nightly or on demand.
Check payments, packaged for accounting
Generates complete AP payment requests — payee, amount, W-9, and documentation packet — from approved submissions, batched for your accounting system.
Your data, everywhere it needs to be
Scheduled, documented exports of program data to your data warehouse, G&T submission portal, or analytics tools — one schema, no re-keying.
Interconnection, end to end
The complete interconnection stack: residential and commercial applications, engineering workflow, installer portal access, and the audit binder.
Step 1
Every template is a real, working configuration: forms, logic, workflow stages, and reports included.
Step 2
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Step 3
Swap in your rebate values, branding, and review steps. No code, no consultants.
Every template in this gallery replaces a paper form, a PDF, an email chain, or a spreadsheet somebody at your co-op maintains by hand. Save one and see the difference this week.
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