Good afternoon, Charlie
Here's how your pipeline looks today.
Recent customers View all →
| Name | Project | Status | Last modified |
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Rep management
Create and manage sales rep accounts. Admin only.
Add a rep
Reps
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Customers
Every enrollment you've started, in progress, or verified.
| Name | Project | Status | Date added | Last modified |
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← Back to dashboard
New enrollment
Upload the utility bill
Upload a PDF or photo of the bill — we'll pull the customer's name, address, account number, and bill amount automatically. Double-check everything below before continuing.
Drag a file here, or click to browse
PDF works best · JPG/PNG also supported · up to 4MB
New enrollment
Contact & login
These aren't on the bill — enter the customer's contact info and set the credentials they'll use to sign in later.
Set during the Perch availability check. Go back to change it.
Set login credentials for the customer — they'll use these to sign in and review their agreement.
New enrollment
LMI documentation
Qualify the customer for the low-income adder — by document, by income self-attestation, or mark it N/A.
Upload documentation
Self-attest by income
N/A
Drag LMI documentation here, or click to browse
PDF, JPG, or PNG · up to 4MB
New enrollment
Review contracts
Review the agreements for this enrollment before completing it.
Customer
Name
Email
Phone
Account #
Project
Utility
Service address
LMI