Location and utility
ZIP, city/state, utility names, property type, and service-area details.
Report delivery expectations
How the $27 multi-category report is prepared.
The report is built for one property and the selected project categories tied to that property. Rebate Caddy reviews location, utility, project timing, documents, and stacking opportunities before delivery.
Fulfillment checklist
What Rebate Caddy needs to prepare the report.
Selected categories
All upgrades being considered for the property: HVAC, solar, EV charger, insulation, windows, water, or other home-efficiency work.
Quote and timing details
Contractor quotes, model numbers, install dates, deposit timing, permits, audit notes, and paperwork already collected.
Report contents
Relevant rebates, estimated value ranges, documents checklist, application links, action plan, stacking notes, mistakes to avoid, contractor questions, and last verified date.
Payment and access
Access unlocks after verified payment.
Submitting intake details is not proof of purchase. Rebate Caddy matches the intake to a verified order before report access is enabled.
Policies