For LED Retrofit Operators

Scale Your Retrofit Operation
Without Losing Control

Selling jobs is easy. Finding subs is manageable. But when documentation breaks, rebates get denied, margins vanish, and growth stalls.

95%+
Rebate Approval Rate
$0
Rework Cost
3x
Jobs Per Coordinator
The Problem

Scaling Breaks at Documentation, Not Installation

When subs do things their way, proof packets are incomplete, rebates get denied, and you eat the rework.

flowchart TD A["New Territory"] --> B["Hire Subs"] B --> C{{"Process\nEnforced?"}} C -->|"No"| D["Freestyle Install"] D --> E["Incomplete Docs"] E --> F["Rebate Denied"] F --> G["Margin Loss"] C -->|"Yes"| H["Controlled Install"] H --> I["Complete Proof"] I --> J["Rebate Approved"] J --> K["Profitable Scale"] style D fill:#3b1111,stroke:#ef4444,color:#fca5a5 style E fill:#3b1111,stroke:#ef4444,color:#fca5a5 style F fill:#3b1111,stroke:#ef4444,color:#fca5a5 style G fill:#3b1111,stroke:#ef4444,color:#fca5a5 style H fill:#0a2e1a,stroke:#22c55e,color:#86efac style I fill:#0a2e1a,stroke:#22c55e,color:#86efac style J fill:#0a2e1a,stroke:#22c55e,color:#86efac style K fill:#0a2e1a,stroke:#22c55e,color:#86efac style A fill:#1a1a2e,stroke:#6366f1,color:#c7d2fe style B fill:#1a1a2e,stroke:#6366f1,color:#c7d2fe style C fill:#1f1a2e,stroke:#a855f7,color:#d8b4fe
The Solution

Three Control Levers That Make Scaling Work

You already have the edge most competitors don't.

You procure your own supplies — so you can guarantee what gets installed matches what was scoped. Supply control + install control + proof control. The three levers below lock it in.

📋 Standardized Scope

Every installer knows exactly what goes where.

  • Named zones with per-zone SKU assignments
  • Allowed substitutions pre-defined
  • "Stop & call" if reality doesn't match

📸 Forced Proof

Documentation captured during the install, not after.

  • Before / during / after photos per zone
  • Barcode scans + serial numbers
  • Customer sign-off with geotag

💳 Payment = Compliance

The only enforcement mechanism that scales.

  • Partial on start, partial on completion
  • Holdback gated on proof packet audit
  • Bonuses for clean, chargebacks for gaps
How It Works

Every Job Follows the Same Gated Pipeline

No job moves forward without meeting its gate. No exceptions.

01
Signed
Docs + COI
02
Pre-Approval
Utility approved
03
Approved
Materials verified
04
Scheduled
Install complete
05
Installed
Proof passes audit
06
Claimed
RFI handled
07
Paid
Reconciled
AI Handles
  • Screen eligibility per utility rules
  • Populate forms, assemble proof packets
  • Enforce stage gates — no steps skipped
  • Match barcodes to BOM, flag mismatches
  • Score subs, surface alerts
  • Draft RFI responses, track variance
You Keep
  • Interpret ambiguous rebate rules
  • Approve pricing on large jobs
  • Manage sub relationships
  • Accept/reject borderline packets
  • Strategic calls — territories, programs
AI does the repetitive. You keep the judgment.
What's Next

Three Phases to Get There

Start with what's non-negotiable. Automate when volume demands it.

Phase 1 — Launch

First Territory

  • Rebate matrix for one utility
  • Sub vetting + contract template
  • Proof workflow (forms + photos)
  • Zone-based scoping template
  • Job tracker with gates
Phase 2 — Scale

Multi-Territory

  • Multi-utility rebate matrix
  • AI eligibility screening
  • Barcode + BOM enforcement
  • Automated packet assembly
  • Financial reconciliation
Phase 3 — Optimize

Full Automation

  • Photo AI analysis
  • Predictive denial scoring
  • Self-updating rebate rules
  • End-to-end pipeline

Let's Scope Phase 1 for Your First Territory

One utility, one market, five systems. Operational in weeks, not months.

Epiphany Made

AI Automation for LED Rebate Operations