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Where a trade ally works: the job, the measures, the costs and the evidence they are on the hook for.
181
fields in this component
0
required
2
journeys to design
Showing every workflow at once, so a field appears with whoever supplies it in general. Pick a workflow above to see who supplies it on that job, and which fields are actually required there.
Installer
1 fields
Does the work on site.
| Field | What it is | Stage | Required |
|---|---|---|---|
| contractor_incentive | Contractor incentive | reservation | — |
Nobody named yet
180 fields
No first pass and nobody has said. These are the ones to settle first.
| Field | What it is | Stage | Required |
|---|---|---|---|
| city | City | address | — |
| county | County | address | — |
| state | State | address | — |
| street | Street | address | — |
| street_number | Street number | address | — |
| zip_code | Zip code | address | — |
| The email address of the homeowner, building owner, or renter that will ultimately be rece | applicant | — | |
| last_name | The applicant's last name. | applicant | — |
| phone | The ten-digit phone number of the home owner, building owner, or renter that will ultimate | applicant | — |
| assessment_date | Assessment date | assessment | — |
| ceiling_insulation_r_value | Ceiling insulation r-value | assessment | — |
| ceiling_insulation_type | Ceiling insulation type | assessment | — |
| conditioned_floor_area_sq_ft | Conditioned floor area sq. ft | assessment | — |
| cooling_systems | Cooling systems | assessment | — |
| ducts_are_insulated | Ducts are insulated | assessment | — |
| ducts_are_sealed | Ducts are sealed | assessment | — |
| efficiency_afue | Efficiency AFUE | assessment | — |
| efficiency_hspf | Efficiency HSPF | assessment | — |
| efficiency_seer | None | assessment | — |
| electrical_panel_max_amps | Electrical panel max amps | assessment | — |
| envelope_professionally_air_sealed | Envelope professionally air sealed | assessment | — |
| fuel_and_system_type | Fuel and system type | assessment | — |
| heating_systems | Heating systems | assessment | — |
| insulation_and_air_sealing_prerequisite | Insulation and air sealing prerequisite | assessment | — |
| is_ceiling_insulation_r_value_known | Is ceiling insulation r-value known | assessment | — |
| is_efficiency_known | Is efficiency known | assessment | — |
| is_percent_conditioned_floor_area_served_known | Is percent conditioned floor area served known | assessment | — |
| is_whole_home_ventilation_system_rated_flow_cfm_known | Is whole home ventilation system rated flow CFM known | assessment | — |
| percent_conditioned_floor_area_served | For estimating this percentage, use the total conditioned floor area `mf_conditioned_floor | assessment | — |
| percent_conditioned_floor_area_served | Percent conditioned floor area served | assessment | — |
| system_type | None | assessment | — |
| whole_home_ventilation_system_rated_flow_cfm | Whole home ventilation system rated flow CFM | assessment | — |
| whole_home_ventilation_system_type | Whole home ventilation system type | assessment | — |
| year_built | Year built | assessment | — |
| assessment_date | Assessment date | bulk | — |
| ceiling_insulation_r_value | Ceiling insulation r-value | bulk | — |
| ceiling_insulation_type | Ceiling insulation type | bulk | — |
| conditioned_floor_area_sq_ft | Conditioned floor area sq. ft | bulk | — |
| cooling_systems | Cooling systems | bulk | — |
| ducts_are_insulated | Ducts are insulated | bulk | — |
| ducts_are_sealed | Ducts are sealed | bulk | — |
| efficiency_afue | Efficiency AFUE | bulk | — |
| efficiency_hspf | Efficiency HSPF | bulk | — |
| efficiency_seer | None | bulk | — |
| electrical_panel_max_amps | Electrical panel max amps | bulk | — |
| envelope_professionally_air_sealed | Envelope professionally air sealed | bulk | — |
| fuel_and_system_type | Fuel and system type | bulk | — |
| heating_systems | Heating systems | bulk | — |
| insulation_and_air_sealing_prerequisite | Insulation and air sealing prerequisite | bulk | — |
| is_ceiling_insulation_r_value_known | Is ceiling insulation r-value known | bulk | — |
| is_whole_home_ventilation_system_rated_flow_cfm_known | Is whole home ventilation system rated flow CFM known | bulk | — |
| limited_assessment | Electric Limited Assessments Payload | bulk | — |
| percent_conditioned_floor_area_served | For estimating this percentage, use the total conditioned floor area `mf_conditioned_floor | bulk | — |
| percent_conditioned_floor_area_served | Percent conditioned floor area served | bulk | — |
| safety_checks | Safety Checks | bulk | — |
| system_type | None | bulk | — |
| whole_home_ventilation_system_rated_flow_cfm | Whole home ventilation system rated flow CFM | bulk | — |
| whole_home_ventilation_system_type | Whole home ventilation system type | bulk | — |
| year_built | Year built | bulk | — |
| annual_consumption | The annual site usage for the specified fuel type. | eligible | — |
| annual_consumption | The annual site usage for the specified fuel type. | eligible | — |
| annual_consumption | The annual site usage for the specified fuel type. | eligible | — |
| annual_consumption | The annual site usage for the specified fuel type. | eligible | — |
| building_project_type | Building project type | eligible | — |
| building_project_type | Building project type | eligible | — |
| claimant_type | Claimant type | eligible | — |
| claimant_type | Claimant type | eligible | — |
| construction_type | Construction type | eligible | — |
| contractor_company_name | Contractor company name | eligible | — |
| contractor_name | Contractor name | eligible | — |
| energy_type | A site fuel type. This enumeration is a subset of https://hpxml.nrel.gov/datadictionary/4. | eligible | — |
| energy_type | A site fuel type. This enumeration is a subset of https://hpxml.nrel.gov/datadictionary/4. | eligible | — |
| energy_type | A site fuel type. This enumeration is a subset of https://hpxml.nrel.gov/datadictionary/4. | eligible | — |
| energy_type | A site fuel type. This enumeration is a subset of https://hpxml.nrel.gov/datadictionary/4. | eligible | — |
| estimated_percent_energy_savings | An estimate for the percent measured energy savings where total energy use is first conver | eligible | — |
| estimated_post_retrofit_energy_usage_kwh_equivalent | Estimated post-retrofit energy usage kwh equivalent | eligible | — |
| estimated_post_retrofit_site_energy_usages_by_fuel_type | Estimated Post Retrofit Item | eligible | — |
| installation_type | Installation type | eligible | — |
| measured_pre_retrofit_energy_usage_kwh_equivalent | Measured pre-retrofit energy usage kwh equivalent | eligible | — |
| measured_pre_retrofit_site_energy_usages_by_fuel_type | Measured pre-retrofit site energy usages by fuel type | eligible | — |
| modeled_percent_energy_savings | The calculated percent modeled energy savings where total energy use is first converted to | eligible | — |
| modeled_post_retrofit_energy_usage_kwh_equivalent | Modeled post-retrofit energy usage kwh equivalent | eligible | — |
| modeled_post_retrofit_site_energy_usages_by_fuel_type | Modeled post-retrofit site energy usages by fuel type | eligible | — |
| modeled_pre_retrofit_energy_usage_kwh_equivalent | Modeled pre-retrofit energy usage kwh equivalent | eligible | — |
| modeled_pre_retrofit_site_energy_usages_by_fuel_type | Modeled pre-retrofit site energy usages by fuel type | eligible | — |
| modeling_software_used | Modeling software used | eligible | — |
| num_occupied_units | Num occupied units | eligible | — |
| num_units | Num units | eligible | — |
| portfolio_id | Portfolio id | eligible | — |
| project_id | Project id | eligible | — |
| reservation_amount | Requested reservation amount | eligible | — |
| reservation_amount | Measured reservation amount | eligible | — |
| software_used_to_estimate_post_retrofit_energy_usage | Software used to estimate measured savings | eligible | — |
| unit_name_or_number | Unit name or number | eligible | — |
| unit_of_measure | The energy unit for the energy_type. This enumeration is a subset of https://hpxml.nrel.go | eligible | — |
| unit_of_measure | The energy unit for the energy_type. This enumeration is a subset of https://hpxml.nrel.go | eligible | — |
| unit_of_measure | The energy unit for the energy_type. This enumeration is a subset of https://hpxml.nrel.go | eligible | — |
| unit_of_measure | The energy unit for the energy_type. This enumeration is a subset of https://hpxml.nrel.go | eligible | — |
| upgrade_type | Upgrade type | eligible | — |
| upgrades | Homes upgrades | eligible | — |
| binary_file_content_base_64 | Binary file content Base64 | files | — |
| description | Description | files | — |
| file_name | File name | files | — |
| file_purpose | File purpose | files | — |
| file_purpose | File purpose | files | — |
| file_type | File type | files | — |
| file_type | File type | files | — |
| electric_cooking_appliance_original_details | Electric Cooking Appliance Original Component Details | measure | — |
| electric_cooking_appliance_upgrade_details | Electric Cooking Appliance Upgrade Component Details | measure | — |
| ahri_reference_number | AHRI reference number | redemption | — |
| ambient_co_test_result | None | redemption | — |
| annual_consumption | The annual site usage for the specified fuel type. | redemption | — |
| ashrae_62_2_ventilation_calculated | None | redemption | — |
| cavity_insulation_added | None | redemption | — |
| cfm25 | Total duct leakage cfm at 25 Pa pressure difference | redemption | — |
| cfm_flow_rate | None | redemption | — |
| cooking_appliance_type | None | redemption | — |
| count | Count | redemption | — |
| drainage_system_condition | None | redemption | — |
| energy_guide_estimated_energy_use_kwh | None | redemption | — |
| energy_type | A site fuel type. This enumeration is a subset of https://hpxml.nrel.gov/datadictionary/4. | redemption | — |
| equipment_and_material_cost | Equipment and material cost | redemption | — |
| equipment_and_material_cost | Equipment and material cost | redemption | — |
| equipment_and_material_cost | Equipment and material cost | redemption | — |
| exterior_continuous_insulation_added | None | redemption | — |
| installation_cost | Installation cost | redemption | — |
| installation_cost | Installation cost | redemption | — |
| is_homeowner_aware_combustion_safety_tests_are_highly_recommended | Is the homeowner aware that combustion safety tests are highly recommended for homes with | redemption | — |
| is_leakage_rate_known | None | redemption | — |
| locations | Location Item | redemption | — |
| max_amps | None | redemption | — |
| measured_percent_energy_savings | The calculated percent measured energy savings where total energy use is first converted t | redemption | — |
| measured_post_retrofit_energy_usage_kwh_equivalent | Measured post-retrofit energy usage kwh equivalent | redemption | — |
| measured_post_retrofit_site_energy_usages_by_fuel_type | Measured post-retrofit site energy usage by fuel type | redemption | — |
| model_number | Model number | redemption | — |
| num_open_breaker_spots | None | redemption | — |
| percent_ceiling_receiving_additional_insulation | Choose the closest percent of total ceiling area that will receive (additional) insulation | redemption | — |
| percent_ducts_receiving_additional_insulation | The percentage of the ducts that received additional insulation in the upgrade. Choose the | redemption | — |
| percent_floor_receiving_additional_insulation | For estimating this percentage, use the total conditioned floor area `mf_conditioned_floor | redemption | — |
| percent_foundation_perimeter_receiving_additional_insulation | For estimating this percentage, use the distance around the footprint that is determined b | redemption | — |
| percent_pipes_receiving_additional_insulation | The percentage of the pipes that received additional insulation in the upgrade. Choose the | redemption | — |
| percent_wall_area_treated | None | redemption | — |
| product_description | Product description | redemption | — |
| product_info | Product Info | redemption | — |
| project_completion_date | Project completion date | redemption | — |
| purchase_date | Purchase date | redemption | — |
| purchase_date_time | Purchase date-time | redemption | — |
| r_value_added | Choose the R-value that best describes the amount of insulation added. | redemption | — |
| safety_checks | Safety Checks | redemption | — |
| safety_checks | Safety Checks | redemption | — |
| storage_capacity | None | redemption | — |
| unit_of_measure | The energy unit for the energy_type. This enumeration is a subset of https://hpxml.nrel.go | redemption | — |
| upc | UPC | redemption | — |
| upgrade_subtype | None | redemption | — |
| aggregator_company_name | Aggregator company name | reservation | — |
| building_name_or_number | The name or number identifying a specific building at an address with multiple buildings. | reservation | — |
| cfm25 | Total duct leakage cfm at 25 Pa pressure difference | reservation | — |
| cfm50 | None | reservation | — |
| foundation_type | Pick the one with the most area | reservation | — |
| fuel_type | None | reservation | — |
| fuel_type | None | reservation | — |
| has_whole_house_ventilation | Set to true if there is any existing exhaust fan, supply fan, HRV, ERV, or similar system | reservation | — |
| insulation | None | reservation | — |
| insulation_type | The preexisting insulation type for the area to receive (additional) insulation. See https | reservation | — |
| is_leakage_rate_known | None | reservation | — |
| is_leakage_rate_known | None | reservation | — |
| max_amps | None | reservation | — |
| mf_conditioned_floor_area | Multifamily conditioned floor area | reservation | — |
| mf_num_bedrooms | Multifamily num bedrooms | reservation | — |
| num_open_breaker_spots | None | reservation | — |
| primary_duct_location | The type of space in which the majority of the ducts being treated are located. | reservation | — |
| primary_heating_fuel_and_system_type | None | reservation | — |
| primary_pipe_location | The type of space in which the majority of the pipes being treated are located. | reservation | — |
| project_reservation_date | Project reservation date | reservation | — |
| sf_conditioned_floor_area | Single-family conditioned floor area | reservation | — |
| sf_num_bedrooms | Single-family num bedrooms | reservation | — |
| storage_capacity | None | reservation | — |
| upgrade_subtype | Upgrade suptype | reservation | — |
| upgrade_subtype | None | reservation | — |
| water_heater_fuel_and_system_type | None | reservation | — |