TEMPLATE GALLERY
Savings math that happens at intake, not year-end. Inspections, deemed savings, and evaluator-ready data.
5 templates
5 templates
Verification from the driveway
A mobile-first inspection checklist with required photo capture, model/serial verification against the application, and pass/fail routing.
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.
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 your free trial with any template — be taking real applications this week.