Submission-readiness
The product is built to make blockers visible.
RebateOps keeps the next missing item, the next request, and the current blocker obvious for the office team.
Field signal for rebate paperwork
Built for the messy handoff between install completion and submission review.
Make rebate paperwork feel like an operating system, not a scavenger hunt.
RebateOps helps northern Illinois HVAC and heat pump contractors collect missing documents, prepare cleaner packets, and keep the next blocker visible before anything is represented as filed, approved, or guaranteed.
Best fit
HVAC teams with office staff already chasing invoices, utility documents, and homeowner paperwork.
Pilot wedge
Northern Illinois first, focused on rebate packet readiness around ComEd- and Nicor-adjacent workflows.
Brand promise
Prepare, track, collect, and draft with discipline. No approval guarantees and no autonomous filing claims.
Human-guided
Automation helps; it does not overclaim.
The pilot is intentionally review-first. We prepare and organize the packet before claiming any deeper filing automation.
Illinois-first
The wedge is narrow on purpose.
We are starting where utility rules, rebate timing, and office follow-up make the paperwork pain concrete and measurable.
Launch collateral
Brand-ready materials for outreach, proof, and pilot close.
Pilot offer
Open the polished one-page offer
Use a clean, branded summary of the founding pilot before sending details live.
Checklist
Open the packet-triage request page
Share a narrower, better-designed checklist when a contractor asks what to send.
Brand kit
Review the visual and voice system
See the mark, lockups, palette, type, and messaging rules that now define RebateOps.
Outbound
Use the branded email signature
Keep Gmail replies, pilot follow-up, and founder-led outreach visually and verbally aligned.
What RebateOps does
Support the office workflow before rebate dollars disappear into admin drag.
Structured intake
Turn install notes, invoices, utility context, and required documents into one packet-prep workspace.
Missing-item chase
Make the next missing document obvious and keep follow-up ownership visible across the office loop.
Packet review support
Organize the packet, track blockers, and surface what still needs correction before submission review.
Status visibility
Keep the contractor and office team aligned on what is blocked, what is ready, and what comes next.
Best fit
The first pilot is designed for contractors who already feel the paperwork drag.
5-50 techs
Large enough that paperwork pain is real, small enough that the workflow is still under-automated.
Heat pump volume
Best when rebate work is frequent enough that missing paperwork and slow follow-up affect cash flow and office time.
Concierge-first
This is a managed pilot, not a giant software rollout. The win is a cleaner workflow, fast.
Field-to-office gap
The best customers already know the install is done but still struggle to get the packet over the line.
First week
The pilot should feel concrete almost immediately.
Day 1
Fit check and intake
Review the shop, utility territory, and the specific paperwork choke points before loading a live or sample job.
Days 2-3
First document loop
Identify missing items and draft the first outbound asks so the office can see real workflow motion quickly.
Days 4-7
Packet-prep proof
Show a cleaner packet, fewer missing-item chases, and visible blocker status before any filing claim is made.
Boundaries
Safe claims only.
- RebateOps prepares, organizes, tracks, drafts, collects, and assists.
- RebateOps does not guarantee approval, timing, or rebate recovery.
- RebateOps does not promise autonomous end-to-end filing in the current pilot.
Contact
Want to test the workflow with redacted packet examples first?
Email hello@rebateops.co and we can start with a free triage of up to 3 redacted packet examples.