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Rating company portal

The rating company portal is the secure website where your company manages the records EEHM keeps on its behalf. It replaces emailing spreadsheets back and forth: you review your own data, and you propose changes for EEHM staff to approve.

What you can do in the portal

  • See your company's records — builders, staff and their roles, compliance history, and equipment calibration — always up to date.
  • Propose changes — add a builder, add a staff member, add a new role to someone already on your staff, record a certification or course, or add a piece of equipment. EEHM staff review each proposal before it becomes official.
  • Export your builder list to a spreadsheet.
  • Send feedback to EEHM staff from any page.

Company administrators can also do a few things directly, without a proposal — see Company administrators below.

How changes get approved

Most edits in the portal are proposals, not direct changes. You fill in a short form, submit it, and it goes to EEHM staff. They approve it, reject it, or ask for more information. Only after approval does the record appear in your live data.

This keeps EEHM as the single system of record while letting your company keep its information current. See Submit and track proposals for the full workflow.

The sections at a glance

The left sidebar lists every section:

  • Dashboard — company information and a count of anything waiting on you.
  • Directory — the public rater directory.
  • Builders — the builders associated with your company. See Manage builders.
  • Staff — your active raters, QA designees, field inspectors, modelers, and admins, with their role-specific IDs. See Manage staff and roles.
  • Compliance — certifications, professional development, exams, and field evaluations for your staff. See Track compliance and equipment.
  • Multi-Family — your multi-family projects and the units EEHM tests in them, with each unit's final ratings.
  • Ratings — your company's ratings, with the ones that need something from you listed first. Search by address or project ID to check where a rating stands instead of emailing EEHM. Opening a rating shows its open errors, a reply box for each open warning, and a re-check button; once a rating is registered, the page becomes a read-only record. See Fix rating issues.
  • Travel Quotes — trip estimates for in-person field QA. Listed only for company administrators. Anyone else at an enabled company who opens the URL directly gets a permission error.
  • Report Billing Events — premium energy reports EEHM may invoice your company for, and where you confirm the ones still headed to RESNET (company administrators only).
  • QA Reviews — every active QA case for your company, each row leading with its status and the one action it needs. From a case you upload the requested evidence, respond to a rework round, and read the results EEHM shares with you. See Work through a QA review.
  • Field QA Counts — how many field QA inspections your company's raters have had in a given year. This page is read-only; EEHM rebuilds the counts.
  • Request In-Person QA — a form that asks the EEHM QA team to schedule an in-person visit. It sends a request; it doesn't book anything by itself.
  • Equipment — your equipment and its calibration status.
  • Invoices — your company's invoices (company administrators only).
  • Notifications — how often your company is emailed about blocking errors, warnings, the daily digest, and registration confirmations (company administrators only).
  • Proposals (Builder, Compliance, Staff, Profile, Equipment, Calibration) — everything you've submitted and where it stands in review.

Two things decide what you see. Multi-Family, Ratings, Travel Quotes, Report Billing Events, the three QA sections, and Notifications appear only after EEHM enables them for your company. On top of that, Report Billing Events, Notifications, Invoices, and Travel Quotes are only listed for company administrators. If you don't see a section and think you should, contact EEHM staff.

New to the portal? Start with Getting started.

Company administrators

A person who holds the Admin role at your company is a company administrator in the portal. Administrators see and do everything a regular user can, plus these things, which take effect immediately (no proposal needed):

  • View the company's Invoices.
  • Edit the start and end dates of a staff member's role from the staff detail page.
  • Work through Report Billing Events — confirm that a premium energy report is still headed to RESNET (deferring its invoice) or withdraw a confirmation. Rows can be confirmed one at a time, or several at once by ticking them and selecting Confirm selected.
  • View Travel Quotes — the trip estimates for in-person field QA.
  • Set the company's Notifications — how often each kind of email goes out. Error and warning notices can't be switched off entirely while items are open; the quietest setting for them is the daily digest.

Report Billing Events, Travel Quotes, and Notifications appear only after EEHM enables the matching section for your company. If one is missing, contact EEHM staff before assuming your administrator role is incorrect.

Administrators can also propose a change to an existing piece of equipment (type, serial number, or assignment) from the Equipment page. Unlike the actions above, this still goes through EEHM review like any other proposal.

If you need administrator access, contact EEHM staff.