Find every rebate you can stack on a job — federal, state, utility, and manufacturer — and share a clean summary with your customer. Learn more
Find every rebate you can stack on a job — federal, state, utility, and manufacturer — and share a clean summary with your customer.
Customer details
All optional, but they sharpen the result. State HEAR and HER rebates are income-based, so income, household size, and tax filing decide which eligibility tier the customer falls into. Leave them as-is for the general picture.
Your rebates will appear here, please add:
Pair this with the HVAC upgrade ROI calculator to show the payback once rebates are applied, the HVAC load calculator to size the system, and the HVAC license lookup to check state requirements.
You find the rebates. Workiz handles the rest — scheduling, dispatching, invoicing, and payments, all in one place.
Rebate research used to mean 20 to 45 minutes per job digging through utility websites and program PDFs. This tool pulls federal, state, and utility incentives for the job site ZIP code in one place, so you can tell the customer what they qualify for while you are still in the home.
Keep in mind the federal 25C tax credit ended for systems installed after December 31, 2025. In 2026 the savings come from state programs, local utilities, and manufacturer promotions — which is exactly what this tool surfaces.
State and utility rebates usually stack with each other and with manufacturer promotions, as long as the total stays under the project cost. Manufacturer rebates are a separate sales incentive and almost always stack. The one rule to watch: the HEAR and HER state programs cannot both be applied to the same single upgrade, though they can cover different upgrades in the same home.
No. The 25C Energy Efficient Home Improvement Credit ended for systems placed in service after December 31, 2025. A homeowner who installed a qualifying system in 2023 through 2025 can still claim it on that tax year's return using IRS Form 5695, but 2026 installs get no federal 25C credit. State, utility, and manufacturer rebates still apply.
It depends on the program. The homeowner files the federal tax credit on their own return. State HEAR rebates are increasingly point-of-sale, filed by the contractor on the homeowner's behalf. Manufacturer rebates are typically registered by the contractor through the brand's portal. This tool's summary lists who files where so you can hand it to the customer.
The AHRI reference number identifies a specific matched system — the exact outdoor unit, indoor coil, and air handler combination — and confirms its rated efficiency. Nearly every rebate program requires it, and a large share of rebate claims are rejected for an AHRI mismatch. Pull the AHRI number for the installed combination before you submit any claim.
Many states are still rolling out their HEAR and HER programs. When a state is not live, this tool still shows manufacturer rebates and any utility programs in the area, and you can check the customer's local utility directly. Run the tool again later — state programs are launching on a rolling basis.
