One public form for every proposal intake.
Who this proposal is for and where the job is.
Upload one utility bill for the home, or one bill for each apartment. Scope of work is selected on the next page.
The form processes the upload immediately. Review or correct what it found.
If the bill only has partial-year history, enter the best annual estimate and note major electric loads.
Use this when the customer just moved in, has partial usage, or the bill does not explain the heating load.
If the heating bill is not available, enter estimated heating amount / usage.
Pick everything included, then fill only the details that matter for those services.
What the customer has now.
What EcoSave should design, price, or recommend.
These drive the finance slides. Unknown values can be handled before building.
Select financing above to show the matching number fields.
Add recordings, photos, files, links, and any final details the proposal team should know.
Confirm the intake details before submitting.