Incentive Management

Make every dollar count! Compass streamlines the incentive application and approval process and can handle even the most complex incentive structures.

Program Admin

Step 1 Configure incentives in Compass that automatically show up in the built-in data collection and modeling application, Surveyor.

  • Set the funding source limit
  • Create your own or choose a default workflow (ex. direct install, home performance etc.) for the funding source

Step 2 Define the incentives that are tied to funding sources

Specify the max $ value, fixed $ value, or % of the total cost of the improvement

Select the energy conservation improvements that the incentive applies to


Field Staff

With Surveyor, field staff can quickly select the funding source and incentives that apply to the recommended energy conservation improvements.