Page History

Open the Main Menu and select the Customers option.

On the Customer List, use the Search Bar to locate an existing customer. 

Contractors can also use other options to search from the Search Type drop-down:

• Customer Name
• Premise Address
• Account Number (Electric Utility Account Number)
• Advanced Search (Allows Contractors to use multiple Search Types such as Customer Name and Premise Address, together, to locate the existing customer record)

If the customer does not have an existing customer record, on the Customers tab, click the New button to create a new customer record. You will be brought to a blank customer record page.

On the blank customer record page, complete all of the required fields listed below:

• Customer Name
• Customer Class
• Premise Address Street
• Premise Address City
• Premise Address State
• Premise Address Zip
• Electric Utility Account #
• Service Provider
• Account Status (this will pre-populate with Active)
• Account Class
• Turn On Date (this will pre-populate withtoday’s date)
• Occupancy Status
• Account Name

If the Premise Address and Mailing Address are the same, check the Mailing Address is the same as Premise Address checkbox. When you check this box, all the Mailing Address fields will be hidden. 

When finished, click the Save button, the new customer will be created.

These values entered on the New Customer Page will be displayed separately on the sections below: 

Navigate to the Create Enrollment section below to learn how to create the enrollment.

Within your Customer Record, click the Enrollments Tab then click the New Enrollments button.

The New Enrollment Wizard window will open, select the Residential Energy Audits option in the dropdown. Then click Next.

When a new REA enrollments is created, if the user does not have a browser pop-up blocked, the new enrollment will automatically open in a new tab on the Enrollment Profile - Workflow window. 

To open the enrollment manually, on the Customer - Enrollment List, click on the Edit Icon next to the Program Name.

After the new enrollment is created, the Contractor will be directed to the enrollment’s Assessment Submission step. The Customer Information, Installation Address, Applicant Information, and Mailing Address will be prepopulated from the Account and Premise details associated with the Customer Record.

Navigate to the Assessment Submission section below to enter the assessment details, and submit for reimbursement.

The instruction below provides guidance for contractors to review and update the Applicant Information tab. This tab will be prepopulated with the information on the Customer/Account/Premise. If you need to change the Customer Information, Installation Address, or Mailing Address, you can make those changes on the Applicant Information tab, then click Save.

When a new Residential Energy Audits enrollment is created, it will contain an Assessment Submission step in the New status. 

The instruction below provides guidance for contractors to complete the Usage & Fuel Information tab. 

The instructions below provides guidance for contractors to complete the Existing Conditions tab.

The instruction below provides guidance for contractors to complete the Partner Information tab.

The instructions instruction below provide provides guidance on how to upload document(s) within a REA an enrollment. A red exclamation mark will be displayed under the Required column indicating the document type being a Required Document.   When uploading documents, multiple document types can be selected for a single document. This is helpful when a single document can satisfy multiple document requirements.

Multiple documents can be Multiple documents can be uploaded at the same time:

PC Users: CTRL + Click

Mac Users: Command + Click

To see these instructions in action, please watch the training video below:

The Red Exclamation Point Icon under the Required column indicates the document is required.

.

Header Fields

• Measure Cost: Measure cost to NYSERDA that incentives are based on
• Incentive: NYSERDA program incentives

Measure Fields

• Cost: Total measure cost not including incentives or alternate funding
• Alternate Funding: Non-NYSERDA program rebates or incentives

• Additional Funding Requested Above Maximum Incentive Amount: Tier 1 only; displays how much additional funding is being requested above the enrollment’s maximum incentive.
• Additional Customer Contribution Required: Amount needed for project to meet Project Level Cost Effectiveness (Tier 1 or 3) or to not exceed the Maximum Incentive Amount (Tier 3). Needs to be $0.

If additional measures are recommended in addition to the pre-populated measure, click the Add Measures button on the Measures tab. The Add Measures dialog will open.

To select one or more measures to add to the step, check the box in the left-hand column. To add the selected measures to the step, click the Save button in the dialog. 

After you add one or more measures to the step, enter each measure’s I Qty (installed quantity) if it is not prepopulated. Then, complete the data entry fields for each measure. Required fields are denoted with **. After all the measures are added and all the data entry fields are filled out, the Appliance Request step can be processed. 

Contractors can delete a Measure by clicking on the Red X button.

The Folder Icon at the fart right of each measure will allow Contractors to add 1 comment per measure per step. These comments can be viewed at other workflow steps and by anyone with access to the enrollment.

The Paper Icon at the far right of each measure will allows Contractors to associated previously uploaded documents to specific measures, such as a PDF of images documenting the existing conditions of the premise.

Once all of the required fields are completed, click the Save button. 

After all the measures are added and all the data entry fields are filled out, the Assessment Submission step can be processed. Click the Process button at the top of the Measures tab or the Applicant Information tab. 

On the  Reports  the Reports tab, click the the Generate Reports Reports button, a new Report dialog will open. 

Select either the  the Customer Audit Report  or  Report or Pre Install Audit report report and click the  OK  the OK button.

The reports will automatically download once they are generated. Reports can also be downloaded manually by clicking on the hyperlink under the  Name  column.

If there are multiple enrollments in this list, it is recommended to start from the bottom (the oldest enrollment) to review the revision reasons and notes in order to resubmit the enrollment for reimbursement. You can click the Created Date column header to sort the results from oldest to newest.

It is important that you maintain you To Do List regularly, but reviewing the outstanding enrollments should happen several times per week.

If there is an enrollment in your To Do List that was created inadvertently, or you do not plan to submit for reimbursement, please reach out to [email protected] to request that the enrollment be cancelled. Please be sure to provide a reason for cancelling the enrollment, so we can include that in the record.

If there are multiple enrollments in this list, it is recommended to start from the bottom (the oldest enrollment) to review the revision reasons and notes in order to resubmit the enrollment for reimbursement. You can click the Created Date column header to sort the results from oldest to newest.

If you are unsure how to address the revision(s), please reach out to [email protected].

You cannot edit or delete documents or comments.

Make sure to click the Save button whenever edits or changes are made.