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The Commercial Customer has complete access to view all past applications and edit current “draft” applications. This persona is also empowered to request appointments, create new applications, upload documents, and view and interact with reports.

The Anonymous Residential Customer uses a streamlined interface that allows them to do the following:

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

The purpose of this user persona is to eliminate the barrier of entry for a customer who may not be as tech-savvy and simply wants to apply for a rebate.

The Trade Partner has access to a number 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

The purpose of this user persona is to work on behalf of multiple Customers in supporting the application process across a wide variety of programs and offerings

The Utility Staff persona has access to the full range of functions within the system.

• Creating Applications
• Converting Requests to Applications
• Managing Contractor Availability
• Managing 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
• Approving Levels
• Initiating Financials/Payments
• Managing Accounts, Premises, Contacts
• Managing Applications, Measures, Payments
• Managing Portfolios, Programs
• Bulk Upload Applications

The purpose of this user persona is to completely manage the application process across a wide variety of programs and offerings.

The Inspector has access to a number of functions within the system.

• Reviewing Applications
• Updating Project/Application Info
• Managing Availability
• Viewing & Scheduling Appointments
• Reviewing & Uploading Attachments
• Providing Inspection Approval
• Dashboard of all associated Projects, Applications, Appointments

The purpose of this user persona is to work on behalf of the Utility in validating Measure Installations across a wide variety of programs and offerings

The Evaluator has access to a number of functions within the system.

• Reviewing Applications
• Reviewing Programs
• Reviewing Customers
• Reviewing Document Attachments
• Reviewing Savings & Incentives
• Reviewing Reports

The purpose of this user persona is to work on behalf of multiple Customers in supporting the application process across a wide variety of programs and offerings