Customers can be very eager to get started and have their energy assessment. When presented with an interested customer, it is the Participating Contractor's role to help the customer properly begin the process and complete the necessary steps.
Step #1: Requesting an Assessment Online
Energy assessments are requested online. Please note the following important notes:
- Customer information can be inputted by the customer or by the contractor with the customer’s approval. No matter who fills out the online form, the information must be entered completely and accurately. Since this will be used to build the customer’s profile, edits to the profile should be avoided to prevent information loss.
- The customer’s electric account number is required before a client’s account can be created. Please advise customers who are missing their account number to obtain it by contacting their utility provider or by reviewing their electric bill.
- The customer’s home address (the address listed with the utility) is required when requesting an assessment. When listing the customer’s address, do not include P.O. boxes.
- It is important to select a participating contractor from the drop-down list. If a contractor is not selected, the program will assign the customer to another contractor.
- The Program Team needs at least 24 hours to process these requests.
Step #2: Following up with the Customer
Once the online request is received and an account is built, you will receive an email with the customer's information to follow up and set the appointment. Please note the following important steps:
- Please contact the customer within 48 hours of receiving the customer's information, and identify yourself as a participating contractor in the Home Performance program.
- When attempting to schedule an assessment, make at least three attempts (via phone and/or email).
- After the third unsuccessful attempt, notify the program team, so we can make a note in the customer’s account and attempt to contact them directly.
- If the customer is unreachable by the contractor and the program team, the account will be closed.
