NY Home Energy Portal: Appliance Vendors User Guide

This page contains materials to support the NY Home Energy Portal, which is used by Appliance Vendors to submit Appliance Invoice Submissions to NYSERDA.

To log into the NY Home Energy Portal, follow this link: NY Home Energy Portal.

New TermExisting Term (Or Definition if N/A)
Appliance Project Type Workflow or Appliance EnrollmentAppliance Order/Sub-Workflow
ApplicantParticipant
Approved Income Tier: Tier 1 (Low-Income)Tier 1 (EmPower NY)
Approved Income Tier: Tier 3 (Moderate-Income)Tier 2 (Assisted Home Performance)
Direct Install (Similar to an ER but requires a comprehensive assessment)EmPower New York - Electric Reduction
EnrollmentProject
Enrollment NumberProject ID
Existing Conditions/Measures (Tabs in the NY HEP)EmPCalc/Res Audit Tool
Full ComprehensiveEmpower New York - Home Peroformance
Muni InstallDEFINITION: Full Comprehensive w/o Electric Measures
Process (button in the NY HEP)Submit (button in Uplight)
Processor Trade AllyCommunity Hub
Save (button in the NY HEP)DEFINITION: Saves Data Entry w/o Processing to the Next Step
Trade AllyParticipating Contractor/Vendor
Workflow Step

Task/Project Stage

Watch the videos in the sequenced order below when working through the complete EmPower+ Enrollment process.

The instructions below guide you on how to access the New York Home Energy Portal (NYHEP) and reset your account password. 

Logging Into NYHEP

Access the NYHEP and type in your Username and Password. When finished, click the Sign In button to log in.

Forgot Password

If the vendor has forgotten their password, click the Forgot Password? link on the login page. Type in the User ID then click the Reset It button. Users will then receive an email notification with a link and instructions to reset the password.

You can access the My Profile tab can be under the Security tab on the top right of your New York Home Energy Portal (NYHEP).

My Information

This tab allows vendors to update the following:

  • Name
  • Email Address
  • Phone number

Email Subscription

Vendors can subscribe and un-subscribe to an email by clicking on the check box; it will automatically activate the subscription.

Save Changes

Click the Save button to save any changes/updates made under your profile.

You can access the Change Password tab under the Security tab on the top right of your New York Home Energy Portal (NYHEP).

Change Password

This tab allows vendors to update their password. Enter in your previous password followed by the new password. When ready, click Change Password.

The instructions below guide you on how to access the online help page for additional support.

Help Icon

You can access the Help Icon on the top right side of most tabs.

Online Help

Use the expandable tabs from the page tree to the left to locate additional guidance.

Search

You can use the Search option to search for specific words or phrases.

The instruction below guide you on how to add notes within Enrollments and Customer Records. 

You can access notes you have added to an enrollment during any other workflow step for the same enrollment. These notes are accessible to anyone with access to the specific enrollment.

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

To add a new note, access the Note tab and click the New Note button. A new Note dialog will open. 

You can add notes to any Record or Enrollment in the NY HEP where a Note tab is present.

Fill in the Notes field. 

The Note Date and Note Time fields will automatically populate with the current date and time. Vendors can change these fields, if needed. The system will still document the date and time the note was created as well.

The Who can view this note? field will default to Users with access to this enrollment.

If you have checked the This is an Interaction checkbox, a drop-down will appear allowing you to add this note to one of the available reports.

Click Save to save the new Note. 

Once you have saved a note, you cannot edit or delete it. Be sure to review the note carefully before clicking save.

The instruction below guides you on how to upload document(s) within an enrollment. A red exclamation mark displayed under the Required column indicates 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.

You can upload multiple documents at the same time:

PC Users: CTRL + Click

Mac Users: Command + Click

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

To upload a Document, access the enrollment's Documents tab during any step.

Click the New button for the Document dialog will open.

Click Browse to select a file to upload. 

You can upload multiple documents at the same time.

After you have uploaded the file for the Document Type, click Save and then click Close to upload the file and close the dialog. 

After you’ve selected a file, you can remove it by clicking the x Remove button.

Multiple document types can be selected for a single document during upload. This is helpful when a single document can be used to satisfy multiple document requirements. Once the initial document type is selected, re-click the document type field to add an additional document type.

This is your last opportunity to click Remove to not upload a specific document. Once Save is clicked, the document becomes a public record and it cannot be edited, deleted, or otherwise overwritten. If you have uploaded the wrong document, you will need to upload the correct document and use the Comments fields to let both CLEAResult and NYSERDA know which is the correct document to review.

To download and view an uploaded document, click the Document Name Hyperlink.

The instruction below guides you on how to access and use the To Do List to locate Appliance Enrollments specifically at the Appliance Invoice Submission Workflow Step.

Access the To Do List from the Main Menu. The To Do list will automatically search for and show any enrollments assigned specifically to you. 

You can use the filters on the To Do List to search for and locate specific enrollments. Click on the Workflow Step drop-down menu and select Appliance Invoice Submission. 

To see all enrollments assigned to the company, change the Employee dropdown to All.

Once you have applied all the filters, proceed by clicking on the Search button.

To access the Appliance Workflow step, click on the Appliance Invoice Submission hyperlink. The page will redirect to the workflow step. 

If you need to modify the filters, click the carrot at the top next to Show Search Details...

The instruction below guide you on the Appliance Invoice Submission process. 

On the Appliance Workflow step page, the vendors can assign/change the employee under the Employee drop-down, if there is a different employee who will be performing the work.  

Vendors can determine if the work is Complete, Canceled, or On Hold under the Outcome section.

If you have selected On Hold from the Outcome, you will be required to select a Reason. Once you have clicked Save, a field will appear in the On Hold Information section to document the reason for the hold. Enrollments on hold cannot be processed until the hold is removed.

If you have selected Cancel from the Outcome, you will be required to select a Reason and add a Note in the Notes tab. Once you have added a note, click Save and then the Process button for the enrollment to return to CLEAResults so they can determine the appropriate next steps.

Review the Add Notes section above for guidance on how to add a note in the Notes tab.

Review the Upload Documents section above for guidance on how to upload required documents in the Documents tab. 

A Red Exclamation icon indicates the document is required for this step.

Once you have added all of the documents and notes, return to the Workflow Step Detail tab and locate the Attestation section and select Yes under the Do you affirm to the attestation? drop-down.

If the Vendor choses No, vendor will be required to upload the Proof of Delivery before they can move forward.

On the Workflow Step Detail tab, the Substitution (optional) fields are available for vendors in the Measures; if they need to place a substitution of what was ordered due to unavailability or other reasons.

The substitution needs to follow within the guideline: has to be the same size, color, brand, as what was ordered.

Additional fields will appear if the Additional Fee(s) and Alternate Funding boxes are selected. Any amount entered will be deducted from the incentive.

If a substitution does not meet any of the program criteria, was not approved ahead of time, and an invoice is submitted, it will be sent back to the vendor for corrections.

Once you have completed all of the requires/optional fields, click the Save button to ensure all inputs are updated in the enrollment. Then, click the Process button for the system to perform the internal validation to process the step.

An error message could appear preventing the enrollment to process, if any required fields are not completed. Vendors can click on the Red Exclamation ! icon at the top right to view the error message.

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