Several contractors have asked: “How do I fill out the Itemized invoice?”

GoGreen Home: At first glance the invoice can seem a bit confusing, but with a little guidance and direction it is much simpler than you think. In this Itemized Invoice walk-through, we use a heat pump measure as an example. To complete the invoice you will need the Eligible Energy Efficiency Measures (EEEMs) list handy. Once you have that, click below for the sample invoice with instructions.

Helpful Resources & Training for Your Business

Could you use some tools to close more deals and help more customers make energy upgrades? Contractor University powered by EGIA is the leading membership organization providing business development training and education for contractors. Thanks to GoGreen Home’s partnership with EGIA, you can now access a subset of the educational resources from Contractor University, such as the materials linked below, every month at no cost as part of this newsletter.

In this episode of Seizing the Summer, you’ll learn key strategies to enhance customer satisfaction by offering financing every time you’re in the home, as well as pros and cons of different types of payment plans and some crucial discussion points around financing.

It’s important to remember that in sales, no one thing will work 100 percent of the time. An important key to this is understanding your customers’ concerns and minimizing risk for them, without giving away price discounts.