NY Home Energy Portal Overview
My Profile Tab
This tab allows contractors to update the following:
- Name
- Email Address
- Phone number
- Email subscribtion (it will automatically activate) can be added or unsubscribed
Email Subscribtion
Contractors can subscribe and un-subscribe to an email by clicking on the check box, it will automatically activate the subscribtion.
Save Changes
Click the Save button to save any changes/updates made under your profile.
Change Password Tab
This tab allows contractos to update their password. When ready, click Change Password.
Search Bar
The search bar at the top allows you to search for enrollments by account number, enrollment number, or installation address. A No Matches Found text will display if you type any false information in the search bar.
Suggest to use when you know the exact enrollment you want to work on.
Enrollment List Tab
This tab allows contrators to search by:
- Program
- Electric Utility Account Number
- Customer Name
- Addreess
- Specific Enrollment Number
- Status - Open, Close, or Cancel
Within the enrollment search, click the Show Search Details... tab to modify search criteria and re-execute the search.
To Do List Tab
This tab allows contractors to search for the specific step you are looking to evaluate. The to do list will automatically execute the search to find all open steps, any programs assigned to this contractor.
- Clicking on the Enrollment Number, the page will show all of the workflow steps
- Clicking on the Workflow Step Name, the page will redirect to open up the step
- Contractors only have access to: Enrollment Acceptance, Workscope Submission, and Final Project Submission steps
