Participating Contractors: REA Enrollments
Navigate to Main Menu and select the Customers tab. Then click the New button for the New Customer page to open.
Complete all of the required fields listed below:
- Customer Name
- Customer Class
- Mailing Address
- Account Details
Vendor Premise ID
When finished, click the Save button.
A warning will be displayed, press OK to continue. After that, the system will create a Customer, Account, and Premise.
Navigate to Main Menu and select the Customers tab. Then type in your customer account number in the Search Bar to access the Customer Profile.
Within your Customer Profile, 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.
The system will create a new Residential Energy Audits Enrollment. The new enrollment will be listed in the table on the Customer - Enrollment List page. To open the enrollment, click on the Edit Icon next to the Program Name.
After the new enrollment is created, the user 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 record that were selected in the New Enrollment Wizard.
Navigate to Main Menu and select the Enrollments tab. Then click the New button for the New Enrollment Wizard window to open.
Select the Residential Energy Audits option in the dropdown. Then click Next.
The New Enrollment Wizard will present a Customer Search tool that allows Contractors to:
- Search for customers by Customer Name, Account Number, or Premise Address.
- Enter the search criteria and click the Go button or Enter on your keyboard to execute the search.
- Select the customer you want to enroll in the program and click Next (or double click the customer) to create the new enrollment.
After the new enrollment is created, the user 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 record that were selected in the New Enrollment Wizard.