TEMPLATE GALLERY

Applications & Enrollment

One intake for every program. Interconnection, demand response, rates, and community solar — routed to the right reviewer automatically.

7 templates

7 templates

  • Smart Form + Multi-stage WorkflowMost Popular
    Applications & Enrollment

    Residential Solar Interconnection Application

    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.

    Dynamic FormsDocument CollectionWorkflow Automation+2
    Intermediate45 min setup
    View Template
  • Smart Form + WorkflowNew
    Applications & Enrollment

    EV Charger Rebate & Program Application

    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.

    Dynamic FormsDocument CollectionWorkflow Automation+1
    Starter20 min setup
    View Template
  • Smart Form + Multi-stage Workflow
    Applications & Enrollment

    Commercial Solar Interconnection Application

    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.

    Dynamic FormsDocument CollectionWorkflow Automation+1
    Advanced60 min setup
    View Template
  • Smart Form + Workflow
    Applications & Enrollment

    Demand Response Enrollment (Smart Thermostat)

    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.

    Dynamic FormsWorkflow AutomationAPI & Integrations+1
    Starter20 min setup
    View Template
  • Smart Form + Workflow
    Applications & Enrollment

    Water Heater Load Control Enrollment

    The classic co-op DR program, digitized

    Switch-based load control enrollment with installation scheduling, technician assignment, and annual incentive tracking.

    Dynamic FormsWorkflow AutomationDatabases+1
    Intermediate30 min setup
    View Template
  • Smart Form + Database
    Applications & Enrollment

    Community Solar Subscription & Waitlist

    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.

    Dynamic FormsWorkflow AutomationDatabases+1
    Intermediate30 min setup
    View Template
  • Smart Form + Workflow
    Applications & Enrollment

    Time-of-Use / EV Rate Enrollment

    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.

    Dynamic FormsWorkflow AutomationReal-time Status Tracking
    Starter15 min setup
    View Template

Built for the 1–2 person program team.

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.

Start free — save your first template

Your programs, minus the paperwork.

Start your free trial with any template — be taking real applications this week.