Stop wasting time manually processing rebate applications. Expedite the entire process using our low-code SaaS rebate processing software – eTRACK+.
Why do you need a Rebate Tracking Software?
Centralize Process Tracking
Transform the way your team tracks the entire customer rebate application process in a single platform. Improve transparency by keeping all stakeholders informed.
Avoid Cumbersome Process
Manual rebate processing is time-consuming and difficult to track multi-channel data. Use eTRACK+ and expedite the entire process in a centralized repository.
Eliminate Paperwork
Our rebate processing software replaces outdated time-consuming paper-based applications with the electronic forms to capture and store information in one place.
Effortlessly Calculate Savings
Set up complex algorithms and calculate energy savings in one-click through our electronic technical reference manual (eTRM) software.
Accelerated Process
Accurate application validations, swift measure setup in facilities, and quick rebate payments mean happy customers.
Smart Analytics
Get deep insights about your rebate programs performance that helps program stakeholders efficiently plan optimization strategies.
Cutting-edge Features of our Rebate Processing Software
Forms
Easily configure rebate application pages using a simple drag & drop form designer.
Workflow
Automate rebate application workflows using BPMN workflow designer, route and track all steps.
Rules & validation
Set custom rules and validations as part of data collection and workflow stages.
Notifications
Configure & trigger email notifications at any stage of the rebate process. Keep stakeholders informed using To-do lists and platform alerts.
Role-Based Access
Set up separate access permissions for program managers, inspectors, implementers, and customers based on their roles in the rebate process.
Measures
Store and consume measures pertaining to each application. Instantly calculate energy savings and compare measures.
Digital Signatures
Take advantage of digital document signature using DocuSign and eliminate cumbersome paper-based work.
Receipts
Upload appliance receipts within customer applications and easily retrieve it whenever needed.
Documents
Auto-extract & validate project data from rebate application documents using DRM.
Ad-hoc & Canned Reports
Visualize dynamic reports that demonstrate performance of your rebate programs such as applications processes, energy savings, incentives, etc.
Digitized Tracking Process - How it works?
1. Application Submission
Customers submit their rebate application along with the necessary documents in our custom portal form.
2. Eligibility Check
In eTRACK+, program administrator checks the application and corresponding documents, and either approves it or notifies the customer for more information.
3. Approval Notification
Upon approval, the administrator moves the application to the payment process and notifies the customer about the eligible rebate and expected payment date.
4. Payment
The customer account is credited with the rebate through the dedicated payment gateway integrated into eTRACK+.
Automate your rebate tracking using our simple 3-step process
01
Analyze
Our solution specialists will understand your rebate program process, identify the pain points, and finalize the elements to add to tracking in eTRACK+.
02
Configure
Our eTRACK+ team will setup rebate process flow, customer application form, and all the other models necessary for automating the tracking process. We also develop a custom portal branded to your guidelines for rebate application submission and tracking.
03
Deploy
We will deploy the eTRACK+ platform with the rebate process configuration as well as customer facing portal for consumption by your team. This is followed by support and maintenance by our dedicated support team.
Our Happy Customers
Join the club of forerunning energy efficiency companies who’ve upped their game using eTRACK+
Want to look at how our rebate processing software works?
Our solution specialists are here to show you a live demo of the process.