Palmetto Installer Support

Generator:  Credit Parameters & Sending Contracts

Generator: Co-Applicants

Generator: Change Orders

Generator: End of Term and Buyout Options

Generator: NTP Requirements

Generator: Sales

Newsfeed

Portal

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

English

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 

Comfort Plan

Comfort Plan: Program Overview

Comfort Plan: Sales & Marketing Resources

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: Video Training Guides

Comfort Plan: Credit Parameters & Sending Contracts

Comfort Plan: Completing NTP Requirements

Comfort Plan: Co-Applicants

Comfort Plan: Change Orders

Comfort Plan: Sales

HVAC: Approved Vendor List (AVL)

HVAC: Manufactured Homes Policy

HVAC: Installation Submission Checklist

HVAC: Installation Requirements

HVAC: Residential System Categories

Comfort Plan: Operations

HVAC: Service and Maintenance Process

Comfort Plan: Service & Maintenance 