Incentive & Rebate Paperwork

Keep every rebate claim on track without chasing forms, deadlines, or utility portals by hand.

97 hrs

Time saved/month

Companies have mapped

About This Automation

Incentive and rebate paperwork involves manually identifying eligible programs, downloading forms, and filling them with project data for each installation. Manual processing is slow, error-prone, and requires staff to visit multiple websites and portals repeatedly.

Automation evaluates project eligibility against program rules, populates forms automatically, and submits applications to the correct programs. the team recovers hours each month and captures more rebates before deadlines.

Key features

Automatically identify all federal, state, and utility rebate programs a project qualifies for based on location and system type

Populate application forms with project data from your job management system without manual typing

Validate that all required fields are complete and correctly formatted before submission

Track submission status and send reminders for follow-up actions

Reduce form errors and improve deadline compliance across all incentive programs

How The Automation Works

The full workflow, from trigger to completion.

1. Project Completion Detectedtrigger

A solar installation project is marked complete in the job management system or spreadsheet. The automation platform monitors for new completed projects.

2. Extract Project Data

The automation platform reads project details, including customer name, address, system size, equipment, and installation date.

3. Identify Eligible Programs

The automation evaluates the project against a rules database of federal, state, and utility incentive programs to determine which ones the project qualifies for.

4. Populate Application Forms

For each eligible program, the automation platform downloads the application form and auto-fills fields with the extracted project data.

5. Validate Form Completeness

The automation platform checks each form for missing required fields and data formatting errors, flagging any issues for manual review.

6. Submit Applications

Completed and validated forms are submitted to each program portal or sent via email to the program administrator. Submission details are logged.

4 reasons to map this process

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

There's no obligation to build

31 hrssaved/month

12times mapped

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Frequently asked questions

Everything you need to know before mapping this process.

My process is slightly different from this. Can I customize it?

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

Is this really free?

What do I actually get from the mapping session?

Does this work with the tools my team already uses?

What happens after I map my process?

Do I need to prepare anything before starting?

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Estimated Time Saving

97hrs/month

Process pain:8.2/10

Mapped by:6 Companies

Map this to your business to get your exact numbers.

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