The correction loop, automated
Attach this workflow to any rebate form. Submissions pass automated completeness checks, land in a reviewer queue sorted by age, and missing-info cases go back to the member with a secure edit link — no phone tag, no email attachments. Approvals flow to a payment queue for accounting with the full document packet attached. Every action is timestamped for your auditors.
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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.
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.
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 10 min
Universal Rebate Review & Approval Workflow
Free with any plan · Sets up in 10 min