Basic Filing

What to Expect After Purchase

For homeowners, contractors, and small HVAC operators who need their permit or rebate paperwork submitted correctly, quickly, and without confusion.

What’s Included

Single Permit Filing

We prepare and submit one city or county permit application using the documents you provide.

Single Rebate Filing

We complete and submit one utility rebate application for your qualifying equipment.

Document Review

We review your contractor invoice, AHRI certificate, and required documents to ensure all required information is present before filing.

Submission & Confirmation

We submit your filing through the correct city or utility portal and provide confirmation of receipt, including your case or application number.

Status Notice

You’ll receive a confirmation once your filing has officially entered review with the agency.

If You Purchased the Bundle (Permit + Rebate)

If your project includes both a permit and a rebate, we will:

  • Submit both filings for the same project

  • Coordinate submissions so the rebate is not delayed waiting on the permit filing

  • Provide separate submission confirmations for the permit and the rebate

*(Ongoing tracking and follow-ups are not included under Basic Filing Assist.)

What to Expect After Purchase

1. Upload Your Documents

You’ll upload your required documents through our secure online form.
We use this information to prepare and submit your filing.

2. Verification (1–2 Business Days)

We review your documents for completeness and accuracy.
If anything is missing or unclear, we’ll email you before submission.

3. Submission (2–4 Business Days After Verification)

Once verified, we submit your filing to the correct city, county, or utility portal.
You’ll receive a confirmation email that includes:

  • Your case or application number

  • An estimated processing timeline

4. Status Notice

We notify you once the agency or utility has officially placed your filing into review.

*(Basic Filing Assist does not include ongoing tracking, corrections, or follow-ups.)

Communication & Support

  • All updates are delivered by email.

  • You may reply directly to any update with questions or document changes.

  • Basic Filing Assist includes up to two email exchanges per filing.

  • For ongoing updates, corrections, or agency follow-ups, you may upgrade to Standard Filing Assist at any time.

*(Ongoing tracking, corrections, and follow-ups are included only with Standard Filing Assist.)