> ## Documentation Index > Fetch the complete documentation index at: https://docs.incentives.leap.energy/llms.txt > Use this file to discover all available pages before exploring further. # Claimed Fields > Plan which data points from rebate applications your organization will provide on behalf of customers You can streamline the rebate application process by providing certain data directly, reducing the burden on end customers. This guide outlines common fields required across utilities. ## How Claimed Fields Work When you claim ownership of specific fields, those fields will be: * Removed from the customer-facing application form * Your responsibility to keep accurate and up-to-date Start by claiming fields you already collect across all customers. You can expand to handle territory-specific data over time. You don't need to claim all fields in a category. Focus on what you can reliably provide with high accuracy. Start with HIGH frequency fields for maximum impact. ## Customer Information These fields contain basic information about the rebate applicant. Most partners can provide at least some of these fields from their customer management systems. **Frequency:** HIGH The first name of the customer **Frequency:** HIGH The last name of the customer **Frequency:** HIGH The email address of the customer **Frequency:** HIGH The phone number of the customer **Frequency:** HIGH The utility account number of the customer **Frequency:** HIGH The first portion of the physical address of the customer **Frequency:** LOW The second portion of the physical address of the customer **Frequency:** HIGH The city of the customer, found in their address **Frequency:** MEDIUM The state of the customer, found in their address **Frequency:** HIGH The zip code of the customer, found in their address **Frequency:** LOW Street line of the customer's mailing address (if different from service address) ## Installation Details These fields capture information about the equipment installation and purchase. Installation contractors and retailers are typically best positioned to provide this data. **Frequency:** HIGH A boolean variable that defines whether the customer owns their home or not **Frequency:** HIGH Serial number of the newly installed device. Required for equipment registration, warranty tracking, and to prevent double-dipping on rebates. **Frequency:** LOW Number of identical units installed at the same time. Default is 1. Used when multiple identical devices (like window AC units or smart thermostats) are installed in a single project. **Frequency:** HIGH Date when the equipment was purchased. Must fall within program year dates and is used to verify eligibility timing requirements. **Frequency:** MEDIUM The retail price paid for the equipment only, excluding installation labor and materials. Used to verify rebates don't exceed equipment cost and for calculating percentage-based incentives. **Frequency:** MEDIUM Date when the equipment was fully installed and operational. Critical for determining application deadlines (e.g., must apply within 30/60/90 days) and program year eligibility. **Frequency:** LOW The cost of professional installation including labor, materials, permits, and any electrical/plumbing work. Separate from equipment cost to allow programs that reimburse installation separately. **Frequency:** LOW Boolean indicating if underground trenching was needed for installation. Relevant for EV chargers and can affect eligible installation costs. **Frequency:** MEDIUM The building/electrical permit number issued by local authority. Required documentation for programs that mandate permits. Used for verification with local building departments. ## Contractor Information These fields identify and verify the installation contractor. General contractors and project managers typically have this information readily available. **Frequency:** MEDIUM Name of the company that performed the installation. Required by programs that mandate professional installation and used for contractor participation tracking. **Frequency:** MEDIUM State license number of the installing contractor. Required to verify contractor is properly licensed per program requirements. Format varies by state. **Frequency:** MEDIUM Name of the primary contact person at the contracting company. Used for direct communication about projects and applications. **Frequency:** MEDIUM Email address for the primary contact at the contracting company. Used for program communications and missing documentation requests. **Frequency:** LOW Phone number for the primary contact at the contracting company. Used for scheduling inspections and resolving application issues. **Frequency:** LOW Street address of the contracting company. Required for vendor verification and 1099 tax reporting for incentive payments. **Frequency:** LOW City where the contracting company is located. Part of complete contractor address for business verification. **Frequency:** LOW State where the contracting company is located. Used to verify contractor is licensed in the state where work was performed. **Frequency:** LOW ZIP code of the contracting company. Completes contractor address for correspondence and tax reporting. **Frequency:** LOW Website URL of the contracting company. Used to verify contractor legitimacy and for customer reference. ## Vehicle Information These fields are specific to EV charger installations. Auto dealerships and EV charger installers working with vehicle information are best suited to provide this data. **Frequency:** MEDIUM For EV charger installations, the Vehicle Identification Number of the EV. Used to enforce one-rebate-per-vehicle rules and verify EV ownership. **Frequency:** MEDIUM For EV charger installations, the model year of the electric vehicle. Some programs have requirements about vehicle age. **Frequency:** MEDIUM For EV charger installations, the make of the electric vehicle (e.g., Tesla, Nissan, Chevrolet). Required to verify customer owns/leases an EV. **Frequency:** MEDIUM For EV charger installations, the model of the electric vehicle (e.g., Model 3, Leaf, Bolt). Used with make to identify specific EV. **Frequency:** LOW For EV charger installations, name of dealership where vehicle was purchased/leased. Required documentation for some EV charger rebate programs.