LightReach Home Efficiency Plans (HEP) milestone requirements were designed by industry leaders with operations personnel in mind, making it easier to submit documentation and get projects funded. This article references a high level overview of our HEP milestones. Our milestones are designed to:
Protect the homeowner by verifying their identity and payment information
Protect LR and Certified Installers by confirming the sale details
Ensure all payment milestones can be completed in a timely fashion
Palmetto LightReach follows a "Freedom within the Framework" approach. Installers may sell and install at their discretion, within the framework of our hep.palmetto.finance guidelines.
Qualification
The Qualification milestone lays the groundwork for a successful project. They cover the basic customer and system details. Accuracy at this stage prevent delays later in the process.
Requirements Include:
Customer information
System design details
Completed quote
Credit check
Notice to Proceed (NTP) is synonymous with a fully signed & executed order. It is LightReach's signal to the contractor that the contract package is fully executed, and the Installer has the go ahead to proceed with installation.
Click Here for NTP Requirements
Click Here for NTP Requirements
Item | Requirement |
ID | All homeowners must complete identity verification. The homeowner web portal (home.palmetto.com) is the secure option to upload the ID for auto verification
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Title | All homeowners must complete title verification. Most accounts will auto verify but if necessary, homeowner may be prompted to upload title verification documents through their home.palmetto.com web portal.
Acceptable documents:
For Properties owned in a Trust/LLC:
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Customer Account Sign Up | Homeowner accepts their home.palmetto.com web portal account invitation, where they can complete all requirements.
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Contract | The LightReach contract is sent to the homeowners email via DocuSign
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Agreement Confirmation | A simple, non-invasive order summary.
Homeowner 'checks' key details of their Energy Plan and 'signs off' on their order details. This feature helps recap key order details and reinforces the sale. Completed in a matter of seconds.
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Customer Payment Method | All homeowners must complete ACH. The homeowner web portal is the secure option to upload the banking information
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Installation:
Installation is the first major operational milestone. The contractor is signaling to LightReach that installation is physically complete, accurate design documentation, and photo deliverables have been uploaded.
Installation Requirements for HEP Include:
System install date
Install contract / Work order
Load calculation
Commissioning documents (PDF format preferred):
FSM Checklist
Fieldpiece Report
Measure Quick Report
Install Photo Documentation
Commissioning Photos
Submitting In the Portal:
Installation milestones is a specific section within the portal that requires a full set of uploads and a formal submission.
Installation: Formal submission section + button
The Installation section is clearly marked in the LightReach portal. Follow these easy steps to submit.
Click here for a Step-by-Step guide
Click here for a Step-by-Step guide
1. Access the customer account and scroll down to the Install package
2. Upload all requirement sets
3. When ready, finalize by clicking "Submit"
4. Resolving Rejections:
Statuses for rejections range from below. Once all necessary items are corrected, upload the adjusted document(s) and click the Submit button.
Not Completed: Item not uploaded
Missing Documentation: Missing part of a required item
Illegible Documentation: Blurry or low resolution uploads
Incorrect Documentation: Wrong item uploaded
A | Example Docs | |
B | Deeds: Warranty & Quit Claim? | Generally, most deed types are acceptable, so long as they identify the homeowner as having ownership over the designated installation property in the documents. |
C | Cash, Checks, Credit Card accepted? | No, cash, checks or Credit Card payments are not supported. ACH is the only payment option at this time, LR may offer to expand payment options in the future. |
D | Sign Up vs Sign In | SIGN UP: Customers are sent a unique sign up invitation at point of sale via Email. Single click to complete sign up.
LOGIN: Once the customer has completed their sign up, they can login anytime at home.palmetto.com using their email. OTP (One time passcodes) are used for sign ins. No traditional password setup necessary.
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E | Does the customer get a copy of the customer agreement confirmation after they sign? | Yes, a copy is emailed to the customer once they have completed the task in the customer portal. |
F | What if my customer does not have checks? | In lieu of voided check we can accept official bank document or statement with 3 must-have items: 1) Name and/or address on document must match account 2) FULL account number 3) Routing number Documentation provided must match the linked payment method in the homeowner web portal. |
G | Can the customer use the same email for multiple projects? | No - One email address per property address. If a customer has multiple projects at different addresses, each address must use it's own email.
Yes - If the customer is shopping around or has multiple accounts for the same property. |