Get rebate paperwork off your plate.
We’re building a workspace to help HVAC offices prepare rebate applications from the job information they already have.
For HVAC contractors. Check requirements and preview your draft before you pay.
One job, exactly as the software shows it
A sample job with confirmed equipment, one document still missing, and a deadline coming up. This is a working screen, not an illustration.
Equipment
Packet preview
- 01 Application form R-4 · 3 pages
- 02 Equipment schedule · 1 page
- 03 Invoice A-2211.pdf · 2 pages
- 04 Customer authorization — missing
Draft packet v2. Preview is free; you review every page before anything is bought.
Sample job, synthetic data, labeled in the app itself. We will replace this with a real pilot job only with that contractor’s written permission.
Three steps, in the order the work happens
Bring in the job
Add the customer, the address, and the invoice. We read what we can off the invoice as a convenience — you confirm anything that goes on a form.
Work through the requirements
Each requirement shows its inputs, its source, and the date a person last reviewed it. Missing inputs stay at unknown until you supply them.
Prepare the packet
Forms filled, attachments in the program’s order, blockers listed. You review it, then you file it through the program’s own channel.
Every job has a next step
The work queue groups jobs by what is holding them up — missing information, approaching deadline, ready for review, waiting on the program — and names the next action for each.
See why a requirement applies
Open any check to see the values it used, the page it came from, and who reviewed that page. When an input is missing the result is unknown — never a soft pass.
Unknown — matched combination efficiency
The indoor model is missing, so the rule was not evaluated.
Your shop details, ready to reuse
License numbers, remittance details and the signature block are stored once and dropped into every form, so nobody retypes them at 6pm.
Coverage you can check before you start
Every pathway carries a support level and the date a person last reviewed it. If we cannot prepare a packet for your program, the table says so before you spend anything.
Three things you can inspect yourself
We have no customers to quote yet. These are the honest substitutes.
A real sample packet
Generated from the sample job: filled forms, attachments in filing order, cover checklist. Watermarked, synthetic customer.
Download the sample packetHow we verify a program
Who reads the rules, what counts as a source, how often pages are re-checked, and what happens when a program changes mid-application.
Read the methodologyThe coverage table
Every pathway we have touched, its support level, and the last human review date — including pathways we have paused.
See coverageHave an installed job waiting on paperwork?
Tell us the program and the pathway. If it is one we are verifying next, we will bring you into the pilot and work your job with you.
Invite-only while we verify programs. No charge during the pilot.