Palmetto Installer Support

Comfort Plan

Comfort Plan: Program Overview

Comfort Plan: Milestone Overview

Comfort Plan: How to Use the Chat?

Comfort Plan: Eligible Sites

Comfort Plan: End of Term and Buyout Options

Comfort Plan - Accounting Admins: Portal Funding Guide

Comfort Plan: Start Here 

Comfort Plan: Credit Parameters & Sending Contracts

This article details the NTP requirements for our Comfort Plan Program. Achieving NTP signals that all initial point of sale requirements are completed.

Comfort Plan: Completing NTP Requirements

Comfort Plan: Co-Applicants

Comfort Plan: Change Orders

Comfort Plan: Sales

Comfort Plans-How To Video: Customer Portal Signup

Comfort Plans-How To Video: Quoting & Pricing in Palmetto Portal and Sales Flow Walkthrough

Comfort Plan: Video Training Guides

HVAC

Certified Installers are responsible for adhering to the Palmetto AVL.

HVAC: Approved Vendor List (AVL)

HVAC: Manufactured Homes Policy

HVAC: Installation Submission Checklist

HVAC: Installation Requirements

HVAC: Residential System Categories

HVAC: Operations

HVAC: Service and Maintenance Process

HVAC: Service & Maintenance 

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Read the Feed @ news.palmetto.finance

General Guides

Introductory Resources (2026)

Contact Support

Palmetto Energy Plan Training Webinars

Customer Facing Guides

Start Here

Admins: Logins for New Users/Org Structure

Admins: Managing Email Notifications

Admins: How to Enable Additional Products & Programs

Accounting Admins: Portal Funding Guide

Admin Guides

General Funding Information

Fund & Tranche Overview

Partner Funding 

Compliance: Solar Energy Plan Partner Onboarding Requirements

Compliance: Guidelines

Compliance: Recheck

Compliance: Partner Insurance & Loss Runs Checklist

Partner Compliance

Partner Invoicing & Service Process

SalesForce Service Console

Partner Maintenance & Service 

LightReach Channel Program: Program Overview, Benefits, and Metrics

LightReach Channel Program

Solar Energy Plan 

Solar Energy Plans: Overview

Solar Energy Plan: Battery Energy Storage

Solar Energy Plan: Pre-Pay & Purchase Options

Solar Energy Plan: Warranty & Service Information

Solar Energy Plan: Start Here 

Solar Energy Plan: Prepping to Sell & Setting Expectations

Solar Energy Plan:  Credit Parameters & Sending Contracts

Solar Energy Plan: Co-Applicants

Solar Energy Plan: Change Orders

Solar Energy Plan: Completing NTP (M0) Requirements

Solar Energy Plan: Sales

Solar Energy Plan: Operations

Getting Started: Key Operations Guides

Know Before Installing: Eligible Sites

Installation (M1) Requirements

Activation (M2) Requirements

Solar Energy Plan: Puerto Rico

Puerto Rico: Overview

Puerto Rico: Sales

Puerto Rico: Key Operations Guides

Puerto Rico: Install (M1) Requirements

Puerto Rico: Activation (M2) Requirements

Solar Energy Plan: Market and Utility Information

General & National Guidelines

Northeast

South & Southeast

Midwest

West & Pacific

Integrating Third-Party Platforms

Aurora Basics

Enerflo Basics

Pipe Solar Basics

Solo Basics & Clearing Stipulations

SubHub Resources

SiteCapture Integration

Solar Energy Plan: Certified Installer Platforms

Energy Backup

Energy Backup: Program Overview

Energy Backup: Technical Considerations for Business Planning & Sales

Energy Backup: Integrating Third-Party Platforms

How to Enable the Energy Backup Program

Energy Backup: Start Here

Energy Backup: Prepping to Sell & Qualifications

Energy Backup:  Credit Parameters & Sending Contracts

Energy Backup: Co-Applicants

Energy Backup: Change Orders

Energy Backup: NTP Requirements

Energy Backup: Active Utilities

Grid+ for Energy Backup: Palmetto Texas REP

Energy Backup: Lease vs Loans & Prepays

Energy Backup: Retrofitting to Third-Party Solar Systems - Sales Guidance

Energy Backup: End of Term Options

Energy Backup: Sales

Energy Backup: Approved Vendor List - AVL

Energy Backup: M1 & M2 Requirements

Energy Backup (M1) Photo Documentation

Energy Backup: Eligible Sites

Energy Backup: Operations

Energy Backup - Connecticut Energy Storage Solutions (ESS)

Energy Backup: Market Information 

Water Heater

Water Heater: Program Overview

Water Heater: Start Here

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