Intake complete
ZIP, utility when relevant, project category, timing, quote status, and primary decision are specific enough to research one project.
Why it matters: Ask for missing fields before starting the one-business-day fulfillment clock.
Report fulfillment
What happens after a Rebate Caddy report order.
The paid report focuses on one property, one project, and one decision window. This page sets expectations before checkout so homeowners know what to send, when delivery starts, and what the report can and cannot decide.
Fulfillment plan
Location and utility
- Project ZIP code and city/state.
- Electric, gas, water, or local utility name when relevant.
- Property type and whether the home is owned, rented, or managed by an HOA.
Project details
- Project category and planned equipment or work scope.
- Quote status, contractor name if selected, and install target date.
- Known model numbers, efficiency ratings, audit notes, permit status, or photos when available.
Decision timing
- Deposit deadline, contract deadline, or installation window.
- Financing status if incentives depend on purchase timing.
- Any past rebate application, approval, denial, or utility pre-check.
Quality gate
What must be true before a report is delivered
These gates keep the $29 report useful without implying guaranteed rebates, tax outcomes, or contractor performance.
Official-source trail
Every likely incentive path has an official program, utility, government, or manufacturer source link where available.
Why it matters: Flag unavailable or conflicting sources instead of presenting the incentive as certain.
Quote-risk review
The report states which timing, model, efficiency, permit, pre-approval, income, ownership, or paperwork facts could change eligibility.
Why it matters: Turn each risk into a contractor or utility question the homeowner can ask before signing.
Boundary check
No rebate approval, tax, savings, contractor, financing, or legal outcome is guaranteed.
Why it matters: Use plain uncertainty language and point the homeowner back to official sources for final verification.
Delivery packet
Customer receives a concise action plan, source list, document guide, contractor questions, and next decision step.
Why it matters: Keep the report focused on the submitted property and project; refund or narrow orders that are too broad.
Decision window
How fulfillment changes by customer situation
Use the same matrix before and after checkout so orders are narrowed, refunded, or researched with clear boundaries.
No quote yet
Use the report to narrow likely incentive paths, timing risks, and contractor questions before requesting bids.
Report output: Program shortlist, required source checks, project document list, and quote-question set.
Comparing quotes
Use the report to compare rebate assumptions, equipment eligibility, paperwork ownership, and pre-approval timing across quotes.
Report output: Quote-risk scorecard, contractor follow-up questions, missing documentation list, and official-source links.
Deposit or install deadline soon
Use the report to identify deadline-sensitive issues before the customer commits money or locks the installation schedule.
Report output: Urgent eligibility checks, deadline notes, pre-approval flags, and a concise decision packet.
Project already installed
Only buy if the customer needs a narrower after-the-fact research check; many programs require pre-approval.
Report output: Post-install eligibility caveats, likely disqualifiers, source links, and refund/narrowing recommendation when useful research is not possible.
Delivery standard
- Standard target: one business day after complete intake.
- If intake is incomplete, Rebate Caddy asks for the missing details before research starts.
- If official sources conflict or a program deadline is unclear, the report flags the uncertainty instead of inventing certainty.
- If the submitted project is too broad, the order is narrowed to one priority project or refunded.
Report sections
- Likely federal, state, utility, local, and manufacturer incentive paths.
- Pre-approval, document, deadline, and equipment questions to verify.
- Contractor quote questions that protect rebate eligibility.
- Source links and a plain-language next-step plan.
Ready to order?
Use the checkout email where the report should be delivered and keep project details handy for intake.
Want a report for your project?
Get a ZIP-, utility-, and project-specific savings report before you request quotes or buy equipment.