The Problem
Collecting utility bills by email creates chaos: wrong formats, missing months, files buried in inbox threads. One project might generate 20+ emails just to get a complete utility package.
Documents Collected Automatically
Latest monthly bill (PDF or photo)
12-month usage summary
Rate schedule / tariff class
Utility account number
Net metering agreement
Tiered rate usage breakdown
EV charging history (if applicable)
Solar production data (existing system)
How It Works
1
Customer receives portal link
Branded email with a secure portal link. No password needed. Opens in any browser or mobile.
2
Upload from utility website or app
Portal shows instructions for downloading from major utilities (PG&E, SCE, ConEd, etc.).
3
Files auto-organized by project
Every uploaded file is attached to the right checklist item and project automatically.
4
Checklist marks complete
When customer uploads a file, the checklist item shows green. You see progress in real-time.