Contact
2 required fields in this section.
- checkout email: Email used at checkout and report delivery address.
- name: Customer name for the report cover and follow-up questions.
Report intake plan
Send the details that make a paid report useful.
Use this plan before or immediately after checkout. Complete intake prevents wasted research, reduces clarification emails, and keeps the one-business-day delivery target tied to a real project decision.
Required project context
The report focuses on one property and one project category. If a field is unknown, say unknown instead of guessing.
Location
3 required fields in this section.
- project zip: ZIP code used to identify city, county, utility territory, and local programs.
- city state: City and state for local/state rebate checks.
- utility provider: Electric, gas, water, or municipal utility tied to the project.
Property
2 required fields in this section.
- property type: Single-family, condo, multifamily, rental, HOA, or commercial edge case.
- ownership status: Owner, renter, landlord, or property manager because eligibility can change.
Project
3 required fields in this section.
- project category: HVAC, heat pump, solar, battery, EV charger, insulation, windows, water, or other category.
- equipment or scope: Known equipment type, model, efficiency rating, work scope, or unknown status.
- install timing: Planning, quote shopping, deposit paid, permit pending, installed, or deadline date.
Quote
1 required field in this section.
- quote status: No quote yet, comparing quotes, selected contractor, contract signed, or installed.
- contractor details: Contractor name, license/registration info, and rebate paperwork support if available.
Documents
0 required fields in this section.
- available documents: Quotes, invoices, audit reports, photos, permit details, model numbers, or utility screenshots.
Constraints
0 required fields in this section.
- deadline or financing constraints: Deposit deadline, financing deadline, tax-credit timing, permit timing, or HOA review.
Goal
1 required field in this section.
- primary decision: What the customer needs to decide next: quote, eligibility, paperwork, timing, or contractor questions.
Fastest path
- Use the same email for checkout and intake.
- Send ZIP, utility, project category, quote status, and timing first.
- Attach quote PDFs, model numbers, audit notes, or photos only when they affect eligibility.
What slows delivery
- Multiple properties or project categories in one order.
- No utility provider when the program is utility-specific.
- Already-installed projects where pre-approval may have been required.
- Missing deadline, permit, financing, or contractor status when timing drives eligibility.
Ready for a focused report?
Checkout starts the order; complete intake starts the research clock.
Want a report for your project?
Get a ZIP-, utility-, and project-specific savings report before you request quotes or buy equipment.