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.
Rebate paperwork support
Built for the messy handoff between install completion and submission review.
Make rebate paperwork feel more manageable, not more manual.
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.
Current focus
Northern Illinois first, focused on rebate packet readiness around common ComEd and Nicor-related workflows.
What we help with
Prepare, track, collect, and draft with discipline, without promising approvals, timelines, or autonomous filing.
Human-guided
Automation helps; it does not overclaim.
Automation assists operators. RebateOps prepares, drafts, and surfaces work for review, and any filing step requires explicit customer authorization and human review.
Illinois-first
Focused where the paperwork pain is real.
We are starting where utility rules, rebate timing, and office follow-up make the administrative burden concrete and measurable.
How it starts
The first step is small on purpose.
Step 1
Send 2 redacted packet examples
Share 1 approved packet and 1 rejected or corrected packet. Screenshots, exports, and PDFs are fine.
Step 2
Get a blocker summary back
RebateOps returns the first missing-item checkpoints, likely correction loops, and one clear next action per packet.
Step 3
Decide whether a pilot makes sense
If the free review surfaces real paperwork drag, the paid pilot becomes the clean next step.
Start here
The clearest pages to review before the first pilot conversation.
Pilot offer
See the pilot scope
Review the pilot scope, fit, and boundaries in one page.
Proof
See what the free review returns
See how blocker feedback, next actions, and packet-readiness notes are presented.
First week
See how the first week should feel
Review the intake rhythm, missing-item follow-up, and packet-prep proof before the pilot expands.
About
See how RebateOps approaches the work
Understand the operating posture, regional focus, and trust boundaries behind the pilot.
Contact
Start with a direct email conversation
Use the branded inbox to begin with packet examples, pilot questions, or a quick fit check.
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 using 2 redacted packet examples: 1 approved packet and 1 rejected or corrected packet.
Please send redacted packet examples only. By sending files, you confirm you are authorized to share them and that homeowner PII has been redacted. If unredacted files are needed later, RebateOps will request explicit authorization and a data-processing agreement first.