The flagship rebate intake, end to end
The template most co-ops start with. Members enter their account number and the form validates it in real time. Conditional logic branches air-source vs. ground-source vs. mini-split, applies your tiered SEER2 rebate math automatically, and blocks submission until the invoice, AHRI certificate, and W-9 are attached. Submissions route through review, correction, approval, and payment queue — with the member notified at every step.
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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.
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.
Free with any plan · Sets up in 15 min
Heat Pump Rebate Application
Free with any plan · Sets up in 15 min