Before your team can quote water heaters, your organization needs to be enabled for the program. Here's what you need and how to request it.
Requirements
| Requirement | Details |
1. | Compliance | No history of compliance flags related to sales or operational practices. |
2. | Plumbing license | A current state or local plumbing license is required. Licensing varies by market and local authority. |
3. | Manufacturer certifications | Recommended, not required. |
4. | Installer Confirmation Form | Signed by your organization owner. |
5. | Insurance | $1M general liability, auto, umbrella, workers' comp and E&O ($3M E&O aggregate), with a carrier rated A or better, naming Palmetto and its lenders as additional insureds. |
Enablement is set for your parent organization, not each branch. Once the parent is enabled, its branches are covered.
How to request enablement
Open a support chat in the Palmetto portal.
Select Admin Support → Program Enablement → New Product Enrollment.
Choose Water Heater Enablement.
Upload your plumbing license, plus any manufacturer certifications you hold.
After you're enabled
Log out of the portal and log back in. The water heater program should now appear.
Schedule an orientation with your channel account manager. If you don't know who that is, ask in a portal support chat.
Read Water Heater: Program Overview and Water Heater: Milestone Overview with your sales and install teams.
Before your first quote
A few setup issues come up when a new organization starts quoting. Most take a quick chat to fix.
If you see this | Do this |
The water heater program doesn't show in the portal | Log out and log back in. If it still doesn't show, open a support chat. |
"No pricing options available" on a quote | Water heater pricing hasn't been added to your organization yet. Your org admin can add it, or open a Sales Support chat. This usually isn't a credit problem. |
"No organization contract options available" when sending a contract | Water heater contracts aren't set up for that state yet. Open a Sales Support chat with the state and the account. Ops can usually add it within a day. You may need to create a new quote afterward. |
A branch can only see water heater, and reps can't quote other programs | Branch program settings are managed by the parent organization's admin. If you can't change it, open a support chat and ask Org Ops to update the branch's programs. |
Is the program available in my state? | Every state except Minnesota. The program is not currently available in Minnesota. Your organization also needs a license linked for that state before you can quote. |
Need help?
Text INSTALLER to 888-531-3327 or open a chat in the Palmetto portal. Homeowners can call 855-339-1831.