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Designed for real HVAC rebate programs

Precision AI data extraction.Instant portal-ready ZIP packages.Zero manual data entry required.

Invoice + nameplate to extracted fields to compliance checks to a ready-to-upload Portal Pack ZIP.

Generate a portal pack
Output Package
ClaimShif_JOB8843.zip
Ready
01_SummaryClaimShif_Submission_Summary.pdf
03_EquipmentNameplate_Outdoor.jpg
04_FinancialsInvoice_Final.pdf
!
OptionalConsent_Signed.pdf
Extracted Fields
08 / 08
OCR Accuracy
Verified

Send client link

Homeowner uploads invoice + nameplate directly to the job.

We extract + validate

OCR fallback for scanned docs ensures 100% data capture.

Download ZIP

A perfectly formatted Portal Pack ZIP with Summary PDF.

Stop chasing
paperwork.

Avoid rejections and get your rebates approved faster. Stop wasting hours on manual data entry and ZIP folder organization.

Avoid 1 rejection/month

Saves resubmission time and ensures a faster payout from the utility portal.

ROI Savings Calculator

10
Estimated Impact
5 hours saved
A half day you get back.
Standard Operating Procedure

Precise portal structures.

We build compliance tools for real Canadian rebate programs. Every field, every folder, every requirement checked.

Instant Extraction

OCR + AI parses model numbers, install dates, and totals (even from messy scanned PDFs).

Compliance Guard

Automatic validation against program-specific rules prevents rejection.

Pipeline

Track exactly what is waiting on client docs vs. ready to submit.

Team Workspace

Dedicated spaces for ops coordinators and field techs to sync on submissions.

Pricing that scales with you.

Simple, predictable pricing designed for Canadian HVAC contractors.

Starter

Perfect for solo contractors.

$99/month
20 jobs/mo• $5 per extra job
  • OCR Invoice Extraction
  • Compliance Checks
  • Portal Pack ZIPs
Start Starter
Popular

Pro

Designed for growing teams.

$299/month
100 jobs/mo• $3 per extra job
  • Everything in Starter
  • Bulk Uploads
  • Summary PDF Reports
  • Priority Support
Start Pro Free

Agency

For multi-branch operations.

$999/month
500 jobs/mo• Custom pricing
  • Everything in Pro
  • Team Roles & Permissions
  • Audit Log
  • Account Manager
Contact Sales

Ready to save hours on every rebate?

Join contractors who close rebates 3x faster

Get Started Free
ClaimShif.Pro

Designed for real HVAC rebate programs

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