TEMPLATE GALLERY
Intake to payment, without the chase. Applications that validate themselves, calculate their own rebates, and arrive complete.
7 templates
7 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.
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.
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.
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.