Applying Incentives to a Project

Summary:

The following article will review how to add the needed incentives to your project.

Workflow overview:

It is important to apply all available federal, state, and local incentives during the project design process so that they show up in your proposal. You can choose these incentives and designate whether they are claimed by the installer or customer.

(Note: To make sure your incentives are set up to apply during the project design process click here.)

Adding the incentive

From the design tab of your project, you will need to navigate to the left-hand side menu. Click on the section that says “Incentives” to begin:

Depending on your location, some incentives will automatically be added. This is because they have been set up to "auto-apply" from the control > other > incentives window. 

If the incentive is not automatically added, you can click on “Override Default Incentives"

This will display a list of available incentives. You can click on the box next to the incentive name to add the incentive to the project.

You can also apply one-off incentives at a set value by clicking the + button in the claimed by customer or claimed by installer section:

Important Note: If the project qualifies for the federal ITC, make sure to select this incentive from the list because it will be unselected after you click “Override Default Incentives.”

Once you are finished adding all your available incentives, make sure to save your project in the top right corner.

Incentives in the proposal

From your proposals, you can see your tax credit/rebate incentives within the quotation table while performance-based incentives can be found under the bill savings section. 

Note: If these sections are not in your proposal, you can go to control > purchase experience > proposal template to add the needed sections:

Put a disclaimer about not guaranteeing PBI payments so therefore not in the quotation table.