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