Report example

See the Shape of a Rebate Caddy Savings Report Before Checkout.

This sample shows the decision support a homeowner should expect from the $27 report: likely incentive paths, quote-risk notes, document requirements, contractor questions, and next steps for one property and one project type.

Sample deliverable

What the $27 Report Turns Into

The paid report makes the next contractor or utility conversation specific. Each order is still customized to the submitted ZIP, utility, project, and timing.

Order Report - $27Private account and report data stays protected behind Rebate Caddy access controls.

Savings Path Summary

Which rebate paths are worth checking first?

Delivered detail: Federal, state, utility, city, and manufacturer paths ranked by fit, timing risk, and source quality for the submitted project.

Quote-Risk Scorecard

Could this contractor quote miss an incentive requirement?

Delivered detail: A plain-language scorecard for model numbers, efficiency ratings, permits, pre-approval, installer paperwork, and deadline exposure.

Document Pack

What should I save before I sign or install?

Delivered detail: A guide of quote PDFs, invoices, photos, utility screenshots, audit notes, permits, labels, and model numbers to preserve.

Contractor Questions

What should I ask before paying a deposit?

Delivered detail: Specific questions about who submits forms, who supplies documentation, when pre-approval is required, and what happens if equipment changes.

Next-Step Decision

What do I do after reading the report?

Delivered detail: A concise action order: verify the highest-risk rule, ask the contractor, gather documents, or skip the incentive path if the timing no longer fits.

Checkout confidence

Clear Boundaries Before the $27 Order

This keeps the paid report easy to buy without hiding delivery limits, refund triggers, or eligibility uncertainty.

Private account and report data stays protected behind Rebate Caddy access controls.

When Does the Research Clock Start?

After checkout and complete intake. If ZIP, utility, project type, quote status, or timing is missing, Rebate Caddy asks for the missing details before starting the one-business-day target.

Proof: The intake page lists every field needed before research begins.

What If My Project Is Too Broad?

The order is narrowed to one property and one project category before research. If that cannot produce a useful report, the order is refunded instead of padded with generic content.

Proof: Fulfillment standards require one decision window and one next-step plan.

What If the Project Is Already Installed?

The report can still check after-the-fact options, but many programs require pre-approval. Rebate Caddy flags likely disqualifiers and recommends narrowing or refunding when useful research is not possible.

Proof: The decision matrix separates planning, quote comparison, urgent deadlines, and installed projects.

What Will Not Be Promised?

No rebate approval, tax treatment, savings amount, financing result, contractor performance, or program availability is guaranteed.

Proof: Every report points back to official sources and states uncertainty plainly.

Example Homeowner Questions

  • Does this quote need utility pre-approval before deposit or installation?
  • Which equipment model numbers or efficiency ratings should be confirmed before signing?
  • Which rebate forms are contractor-owned versus homeowner-owned?

Example Output Boundaries

  • No guarantee of rebate approval, tax treatment, savings, or contractor performance.
  • Official-source links are included where available so the homeowner can verify current rules.
  • Unclear or conflicting program details are flagged instead of treated as certain.

Ready for the Project-Specific Version?

Checkout starts the order; complete intake starts the research clock.

Order Report - $27

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Free Rebate Updates

Get deadline and program updates before they affect your project.

Choose your ZIP and project type. Rebate Caddy sends practical rebate changes, deadline reminders, and contractor questions worth checking before you sign or buy.

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