California · contractor incentive ops

Incentive operations for heat-pump shops — not homeowner help.

Filequire is a private B2B ops desk for California heat-pump and home-energy contractors. We organize per-job incentive dossiers, track reservation and claim clocks, and keep stacking-rule flags tied to official sources — so your team submits with fewer surprises.

Not for homeowners. Free official portals (CEC, TECH Clean California, Iris, utilities) remain the path for end customers. Filequire serves contractors who run incentive jobs as part of their business.
Apply for a founding contractor slot See the workflow

The ops pain

Iris clocks, incomplete packets, stacking rules, funding volatility.

California heat-pump incentive work is operationally dense. The programs move; the paperwork does not forgive gaps.

  • Deadlines

    Reservation windows and claim clocks on Iris and related portals punish incomplete follow-through. Missed dates are lost jobs — not “later.”

  • Documents

    Invoices, specs, photos, customer attestations, and program-specific forms must align before submit. Gaps surface as Needs Info loops.

  • Stacking

    Federal, state, and utility pathways interact. Rule flags change; relying on memory or a stale PDF is how collisions happen.

  • Funding

    Program budgets open, pause, and reallocate. Your ops desk needs a brief when official sources change — not rumor from a group chat.

What Filequire provides

A structured ops layer around each incentive job.

  • 01

    Per-job incentive dossier

    One organized packet per active job: documents, notes, and status in one place your team can hand off.

  • 02

    Document completeness / pre-submit QA checklist

    A program-aware checklist so incomplete packets are caught before they burn a reservation or claim window.

  • 03

    Reservation and claim deadline tracking

    Visible clocks for reservation and claim milestones — so the next action is clear on every job.

  • 04

    Program / stacking rule flags linked to official sources

    Flags that point back to official program language — not informal summaries treated as law.

  • 05

    Needs Info → Ready → Submitted → Under Review → Paid

    A shared workflow status so office and field stay aligned on where each incentive job stands.

  • 06

    Official-source program-change brief

    When program rules or funding posture change on official sources, you get a concise ops brief — not marketing spin.

Needs Info Ready Submitted Under Review Paid

Boundaries

What Filequire does not do.

The contractor remains responsible for official submissions, customer representations, licensing, installation, and compliance.

  • Submit as contractor of record on your behalf
  • Guarantee rebate approval or amounts
  • Replace CSLB licensing or program enrollment
  • Collect sensitive HEEHRA financial documents
  • Pretend to be CEC, TECH, Iris, or government
  • Act as consumer / homeowner rebate assistance

Read our standards

Founding

Exactly five founding contractor slots.

USD 1,000 onboarding · USD 349 / mo (up to 10 jobs) or USD 549 / mo (up to 25) · 3-month minimum. Detail and application on the founding page.

Apply for a founding contractor slot See the workflow