Objective Rankings

Make sure you are choosing the right install partner.

The EPC Report Card

This report card was generated based off of hundreds of deals funneled through each of these installers. Some rankings may be blank due to lacking enough data to give a fair score. Rankings change over time.

Solar Report Card — Table
Installer RankingsSoftware + ToolsFinance OptionsCustomer Onboarding ProcessPipeline Management + EfficiencyInstall TimelinesFunding Timelines/AccuracyCustomer Facing SupportDealer Support/CommunicationCustomer ReputationAddersMarginsInstall Footprint
Blue Raven Solar
F Software + Tools — Grade F
Software + Tools - Grade description: Grade F. Deficient: frequent blockers or missing processes; needs major improvement.
F Finance Options — Grade F
Finance Options - Grade description: Grade F. Deficient: frequent blockers or missing processes; needs major improvement.
F Customer Onboarding Process — Grade F
Customer Onboarding Process - Grade description: Grade F. Deficient: frequent blockers or missing processes; needs major improvement.
C Pipeline Management + Efficiency — Grade C
Pipeline Management + Efficiency - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
D Install Timelines — Grade D
Install Timelines - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
F Funding Timelines/Accuracy — Grade F
Funding Timelines/Accuracy - Grade description: Grade F. Deficient: frequent blockers or missing processes; needs major improvement.
B Customer Facing Support — Grade B
Customer Facing Support - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
F Dealer Support/Communication — Grade F
Dealer Support/Communication - Grade description: Grade F. Deficient: frequent blockers or missing processes; needs major improvement.
B Customer Reputation — Grade B
Customer Reputation - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Adders — Grade B
Adders - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Margins — Grade C
Margins - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
A Install Footprint — Grade A
Install Footprint - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
Empower
C Software + Tools — Grade C
Software + Tools - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Finance Options — Grade C
Finance Options - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Customer Onboarding Process — Grade C
Customer Onboarding Process - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Pipeline Management + Efficiency — Grade C
Pipeline Management + Efficiency - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Install Timelines — Grade B
Install Timelines - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
A Funding Timelines/Accuracy — Grade A
Funding Timelines/Accuracy - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
B Customer Facing Support — Grade B
Customer Facing Support - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Dealer Support/Communication — Grade B
Dealer Support/Communication - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
A Customer Reputation — Grade A
Customer Reputation - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
C Adders — Grade C
Adders - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Margins — Grade C
Margins - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Install Footprint — Grade B
Install Footprint - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
ESD
B Software + Tools — Grade B
Software + Tools - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Finance Options — Grade C
Finance Options - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Customer Onboarding Process — Grade C
Customer Onboarding Process - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Pipeline Management + Efficiency — Grade C
Pipeline Management + Efficiency - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Install Timelines — Grade C
Install Timelines - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
A Funding Timelines/Accuracy — Grade A
Funding Timelines/Accuracy - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
A Customer Facing Support — Grade A
Customer Facing Support - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
A Dealer Support/Communication — Grade A
Dealer Support/Communication - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
B Customer Reputation — Grade B
Customer Reputation - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
D Adders — Grade D
Adders - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
C Margins — Grade C
Margins - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Install Footprint — Grade C
Install Footprint - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
Freedom Forever
A Software + Tools — Grade A
Software + Tools - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
B Finance Options — Grade B
Finance Options - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Customer Onboarding Process — Grade B
Customer Onboarding Process - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Pipeline Management + Efficiency — Grade B
Pipeline Management + Efficiency - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Install Timelines — Grade B
Install Timelines - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Funding Timelines/Accuracy — Grade B
Funding Timelines/Accuracy - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Customer Facing Support — Grade C
Customer Facing Support - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Dealer Support/Communication — Grade B
Dealer Support/Communication - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Customer Reputation — Grade C
Customer Reputation - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Adders — Grade B
Adders - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Margins — Grade B
Margins - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
A Install Footprint — Grade A
Install Footprint - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
Team Sunshine
B Software + Tools — Grade B
Software + Tools - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Finance Options — Grade C
Finance Options - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
D Customer Onboarding Process — Grade D
Customer Onboarding Process - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
C Pipeline Management + Efficiency — Grade C
Pipeline Management + Efficiency - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Install Timelines — Grade C
Install Timelines - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Funding Timelines/Accuracy — Grade B
Funding Timelines/Accuracy - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Customer Facing Support — Grade B
Customer Facing Support - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Dealer Support/Communication — Grade B
Dealer Support/Communication - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
A Customer Reputation — Grade A
Customer Reputation - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
C Adders — Grade C
Adders - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Margins — Grade C
Margins - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Install Footprint — Grade C
Install Footprint - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
Bright Planet
D Software + Tools — Grade D
Software + Tools - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
D Finance Options — Grade D
Finance Options - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
A Customer Onboarding Process — Grade A
Customer Onboarding Process - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
B Pipeline Management + Efficiency — Grade B
Pipeline Management + Efficiency - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
A Install Timelines — Grade A
Install Timelines - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
A Funding Timelines/Accuracy — Grade A
Funding Timelines/Accuracy - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
D Customer Facing Support — Grade D
Customer Facing Support - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
D Dealer Support/Communication — Grade D
Dealer Support/Communication - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
F Customer Reputation — Grade F
Customer Reputation - Grade description: Grade F. Deficient: frequent blockers or missing processes; needs major improvement.
A Adders — Grade A
Adders - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
B Margins — Grade B
Margins - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Install Footprint — Grade C
Install Footprint - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
Lifetime Energy
A Software + Tools — Grade A
Software + Tools - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
C Finance Options — Grade C
Finance Options - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
A Customer Onboarding Process — Grade A
Customer Onboarding Process - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
C Pipeline Management + Efficiency — Grade C
Pipeline Management + Efficiency - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Install Timelines — Grade B
Install Timelines - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
D Funding Timelines/Accuracy — Grade D
Funding Timelines/Accuracy - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
D Customer Facing Support — Grade D
Customer Facing Support - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
D Dealer Support/Communication — Grade D
Dealer Support/Communication - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
C Customer Reputation — Grade C
Customer Reputation - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
A Adders — Grade A
Adders - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
A Margins — Grade A
Margins - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
D Install Footprint — Grade D
Install Footprint - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
Lunex
B Software + Tools — Grade B
Software + Tools - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Finance Options — Grade C
Finance Options - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Customer Onboarding Process — Grade C
Customer Onboarding Process - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Pipeline Management + Efficiency — Grade B
Pipeline Management + Efficiency - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
D Install Timelines — Grade D
Install Timelines - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
B Funding Timelines/Accuracy — Grade B
Funding Timelines/Accuracy - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
A Customer Facing Support — Grade A
Customer Facing Support - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
A Dealer Support/Communication — Grade A
Dealer Support/Communication - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
A Customer Reputation — Grade A
Customer Reputation - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
D Adders — Grade D
Adders - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
C Margins — Grade C
Margins - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
D Install Footprint — Grade D
Install Footprint - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
Zeo
B Software + Tools — Grade B
Software + Tools - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Finance Options — Grade C
Finance Options - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Customer Onboarding Process — Grade B
Customer Onboarding Process - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Pipeline Management + Efficiency — Grade B
Pipeline Management + Efficiency - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
Install Timelines — Grade —
Install Timelines - Grade description: Grade . Not assessed or not applicable.
Funding Timelines/Accuracy — Grade —
Funding Timelines/Accuracy - Grade description: Grade . Not assessed or not applicable.
Customer Facing Support — Grade —
Customer Facing Support - Grade description: Grade . Not assessed or not applicable.
Dealer Support/Communication — Grade —
Dealer Support/Communication - Grade description: Grade . Not assessed or not applicable.
C Customer Reputation — Grade C
Customer Reputation - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Adders — Grade C
Adders - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Margins — Grade B
Margins - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Install Footprint — Grade B
Install Footprint - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
Axia
A Software + Tools — Grade A
Software + Tools - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
D Finance Options — Grade D
Finance Options - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
B Customer Onboarding Process — Grade B
Customer Onboarding Process - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Pipeline Management + Efficiency — Grade C
Pipeline Management + Efficiency - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Install Timelines — Grade B
Install Timelines - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Funding Timelines/Accuracy — Grade B
Funding Timelines/Accuracy - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Customer Facing Support — Grade C
Customer Facing Support - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Dealer Support/Communication — Grade B
Dealer Support/Communication - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Customer Reputation — Grade C
Customer Reputation - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Adders — Grade B
Adders - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
A Margins — Grade A
Margins - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
D Install Footprint — Grade D
Install Footprint - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
Action Solar
B Software + Tools — Grade B
Software + Tools - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Finance Options — Grade C
Finance Options - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
D Customer Onboarding Process — Grade D
Customer Onboarding Process - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
C Pipeline Management + Efficiency — Grade C
Pipeline Management + Efficiency - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
F Install Timelines — Grade F
Install Timelines - Grade description: Grade F. Deficient: frequent blockers or missing processes; needs major improvement.
B Funding Timelines/Accuracy — Grade B
Funding Timelines/Accuracy - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Customer Facing Support — Grade C
Customer Facing Support - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Dealer Support/Communication — Grade C
Dealer Support/Communication - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Customer Reputation — Grade C
Customer Reputation - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Adders — Grade C
Adders - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Margins — Grade B
Margins - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
D Install Footprint — Grade D
Install Footprint - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
Spring Solar
A Software + Tools — Grade A
Software + Tools - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
A Finance Options — Grade A
Finance Options - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
A Customer Onboarding Process — Grade A
Customer Onboarding Process - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
A Pipeline Management + Efficiency — Grade A
Pipeline Management + Efficiency - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
C Install Timelines — Grade C
Install Timelines - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Funding Timelines/Accuracy — Grade C
Funding Timelines/Accuracy - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Customer Facing Support — Grade B
Customer Facing Support - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Dealer Support/Communication — Grade B
Dealer Support/Communication - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
A Customer Reputation — Grade A
Customer Reputation - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
C Adders — Grade C
Adders - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
A Margins — Grade A
Margins - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
F Install Footprint — Grade F
Install Footprint - Grade description: Grade F. Deficient: frequent blockers or missing processes; needs major improvement.
Greenlight Solar
B Software + Tools — Grade B
Software + Tools - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Finance Options — Grade B
Finance Options - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Customer Onboarding Process — Grade C
Customer Onboarding Process - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Pipeline Management + Efficiency — Grade C
Pipeline Management + Efficiency - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Install Timelines — Grade B
Install Timelines - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
D Funding Timelines/Accuracy — Grade D
Funding Timelines/Accuracy - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
C Customer Facing Support — Grade C
Customer Facing Support - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Dealer Support/Communication — Grade C
Dealer Support/Communication - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Customer Reputation — Grade B
Customer Reputation - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Adders — Grade C
Adders - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Margins — Grade B
Margins - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Install Footprint — Grade C
Install Footprint - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
Mayer
B Software + Tools — Grade B
Software + Tools - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Finance Options — Grade C
Finance Options - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Customer Onboarding Process — Grade C
Customer Onboarding Process - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
D Pipeline Management + Efficiency — Grade D
Pipeline Management + Efficiency - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
B Install Timelines — Grade B
Install Timelines - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
F Funding Timelines/Accuracy — Grade F
Funding Timelines/Accuracy - Grade description: Grade F. Deficient: frequent blockers or missing processes; needs major improvement.
C Customer Facing Support — Grade C
Customer Facing Support - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Dealer Support/Communication — Grade C
Dealer Support/Communication - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Customer Reputation — Grade B
Customer Reputation - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
F Adders — Grade F
Adders - Grade description: Grade F. Deficient: frequent blockers or missing processes; needs major improvement.
D Margins — Grade D
Margins - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
C Install Footprint — Grade C
Install Footprint - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
Tephra
C Software + Tools — Grade C
Software + Tools - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Finance Options — Grade C
Finance Options - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Customer Onboarding Process — Grade C
Customer Onboarding Process - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
D Pipeline Management + Efficiency — Grade D
Pipeline Management + Efficiency - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
B Install Timelines — Grade B
Install Timelines - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Funding Timelines/Accuracy — Grade B
Funding Timelines/Accuracy - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Customer Facing Support — Grade C
Customer Facing Support - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
D Dealer Support/Communication — Grade D
Dealer Support/Communication - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
B Customer Reputation — Grade B
Customer Reputation - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Adders — Grade C
Adders - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Margins — Grade B
Margins - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Install Footprint — Grade C
Install Footprint - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
CPTL
B Software + Tools — Grade B
Software + Tools - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Finance Options — Grade B
Finance Options - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Customer Onboarding Process — Grade B
Customer Onboarding Process - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Pipeline Management + Efficiency — Grade B
Pipeline Management + Efficiency - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
B Install Timelines — Grade B
Install Timelines - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
A Funding Timelines/Accuracy — Grade A
Funding Timelines/Accuracy - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
A Customer Facing Support — Grade A
Customer Facing Support - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
A Dealer Support/Communication — Grade A
Dealer Support/Communication - Grade description: Grade A. Excellent: best-in-class maturity, visibility, and outcomes in this category.
B Customer Reputation — Grade B
Customer Reputation - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Adders — Grade C
Adders - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
B Margins — Grade B
Margins - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
D Install Footprint — Grade D
Install Footprint - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
Infinity
B Software + Tools — Grade B
Software + Tools - Grade description: Grade B. Good: reliable performance with minor variance; processes are predictable.
C Finance Options — Grade C
Finance Options - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
D Customer Onboarding Process — Grade D
Customer Onboarding Process - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
C Pipeline Management + Efficiency — Grade C
Pipeline Management + Efficiency - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Install Timelines — Grade C
Install Timelines - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Funding Timelines/Accuracy — Grade C
Funding Timelines/Accuracy - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Customer Facing Support — Grade C
Customer Facing Support - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
D Dealer Support/Communication — Grade D
Dealer Support/Communication - Grade description: Grade D. Limited: noticeable gaps; ownership or timing issues create delays/overheads.
C Customer Reputation — Grade C
Customer Reputation - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Adders — Grade C
Adders - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Margins — Grade C
Margins - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.
C Install Footprint — Grade C
Install Footprint - Grade description: Grade C. Fair: mixed performance; processes exist but are applied inconsistently.

Scoring Method

Software/ Tools: ranking of proposal tools and ease of use as well as any apps. 

Finance Options: How diversified is the finance portfolio. (Freedom was a C since they only had Mosaic but have been moved to a B since they now have Credit Human and Enfin as loan options)

Customer Onboarding Process: Includes learning curve for platform being used, number of steps, how easy it is to schedule a site survey, how many docs are needed etc. 

Pipeline Management + Efficiency: How well do projects move post sale, how easy it is to track, how long to jobs stay stagnant etc. 

Install timelines: speed to install

Funding Timelines/ Accuracy: How quickly post install does an EPC pay and is it accurate.

Customer facing support: Does the EPC provide a project manager and customer outreach or does it entirely fall on the rep. Do they have a number for an office to call to talk to someone or is it all through email or ai 

Dealer Support/ Communication: How easy it to get problems solved. How fast is the response time to questions/ issues and is there a dedicated team 

Customer Reputation: If a customer goes on google are they going to be happy with what they find. Does the company have a brand that customers in the region will recognize 

Adders: Are the adder lists reasonable, can you easily memorize the adder sheet, are they including things like “base panel adders” or “software fees”

Margins: After all is said and done how healthy are the payouts. Do jobs get clobbered with adders, are redlines too high, are dealer fees to high. 

Install Footprint: How many markets covered by an EPC. One state, regional, national etc. 

Finance and Lender Report Card Coming soon