Test-drive the system

Request a sandbox login.

Sign up below and we'll send personalized login credentials to the RAMP & Dynamic DSM sandbox environment — pick the personas you'd like to test-drive.

Request sandbox login

Credentials are personalized per persona — we'll email them to you, usually within one business day.

Prefer a guided tour? Request a demo instead.

Request received.

Thanks — we'll email your personalized sandbox credentials shortly, usually within one business day.

Choose your personas

Six personas. One portal.

Each sandbox login is scoped to a persona, so you experience the system exactly the way that role does.

Commercial Customer

Complete access to view all past applications and edit current “draft” applications — plus:

  • Requesting appointments
  • Creating new applications
  • Uploading documents
  • Viewing and interacting with reports

A self-serve view for business customers managing their own rebate applications.

Anonymous Customer

A streamlined interface for residential customers that allows them to:

  • Select programs and offerings
  • Create new applications
  • Request appointments
  • Upload document attachments
  • View savings and incentives
  • Submit applications for approval

Eliminates the barrier of entry for a customer who may not be tech-savvy and simply wants to apply for a rebate.

Trade Partner

Access to a broad set of functions within the system:

  • Creating applications
  • Converting requests to applications
  • Managing availability
  • Scheduling appointments
  • Reviewing existing applications
  • Uploading attachments
  • Viewing savings & incentives
  • Viewing and interacting with reports

Works on behalf of multiple customers, supporting the application process across a wide variety of programs and offerings.

Inspector

Access to a focused set of validation functions:

  • Reviewing applications
  • Updating project/application info
  • Managing availability
  • Viewing & scheduling appointments
  • Reviewing & uploading attachments
  • Providing inspection approval
  • Dashboard of all associated projects, applications and appointments

Works on behalf of the utility, validating measure installations across a wide variety of programs and offerings.

Utility Staff

The full range of functions within the system:

  • Creating applications
  • Converting requests to applications
  • Managing contractor availability
  • Managing the trade partner network
  • Scheduling appointments
  • Reviewing existing applications
  • Uploading & reviewing attachments
  • Viewing savings & incentives
  • Viewing and interacting with reports
  • Working on behalf of other utilities
  • Task & lead dashboards
  • Approval levels
  • Initiating financials / payments
  • Managing accounts, premises, contacts
  • Managing applications, measures, payments
  • Managing portfolios, programs
  • Bulk-uploading applications

Completely manages the application process across a wide variety of programs and offerings.

Evaluator

Read-oriented access for program evaluation:

  • Reviewing applications
  • Reviewing programs
  • Reviewing customers
  • Reviewing document attachments
  • Reviewing savings & incentives
  • Reviewing reports

Works on behalf of the utility, evaluating program and project data across a wide variety of programs and offerings.