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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 (some sit inside the Field QA & billing, Company records, and Proposals groups):

  • Dashboard: a Needs your attention card for each kind of thing waiting on you (each links to exactly those items), then your company information. See Getting started.
  • Ratings: your company's ratings, with the ones that need something from you listed first. See Fix rating issues.
  • QA Reviews: every active QA case for your company, each row leading with its status and the one action it needs. See Work through a QA review.
  • File QA Counts and Field QA Counts: how close your raters and field inspectors are to RESNET's QA requirements. See Track QA counts and request in-person QA.
  • Multi-Family: your multi-family projects and the units EEHM tests in them. See Follow a multi-family project.
  • Request In-Person QA, My Field QA Requests and Travel Quotes: ask EEHM for in-person Field QA and follow your requests and trip estimates. See Track QA counts and request in-person QA.
  • Report Billing Events: premium energy reports EEHM may invoice your company for. See Answer report billing events.
  • Reports, Invoices and Billing contacts: your completed rating PDFs, your invoices and balances, and who receives them. See Download reports and check invoices.
  • Company details: your main contact (who receives notices about your agreement with EEHM) and the legal name, trade name and legal address your agreement names.
  • Directory: whether and how your company appears in the public rater directory on EEHM's website: states, contact names, phone, email, website and address. These are public and separate from your main contact and legal address. A company whose agreement with EEHM has ended is no longer listed.
  • Builders: the builders associated with your company. See Manage builders.
  • Staff: your active raters, QA designees, field inspectors, modelers, team members, and admins, with role-specific IDs for certified roles. See Manage staff and roles.
  • Certifications and Compliance: certifications, professional development, exams, and field evaluations for your staff. See Track compliance and equipment.
  • Equipment: your equipment and its calibration status. Anyone at your company can add calibrations, propose changes, retire equipment, and request reactivation from the Inactive Equipment page; EEHM reviews each request.
  • Insurance: the certificate of insurance EEHM has on file for each policy type, and when each expires. See Keep your insurance certificates current.
  • Notifications: who is emailed, and how often, for each kind of message. See Choose who receives EEHM emails.
  • Agreements: your company's agreement with EEHM and its yearly pricing schedule, to review and sign. See Sign your agreement with EEHM.
  • Users: everyone who can sign in to the portal for your company, and the invitations still waiting to be accepted. See Manage portal users.
  • Proposals (Builder, Builder Imports, Compliance, Staff, Profile, Equipment, Calibration): everything you've submitted and where it stands in review.

Pinned at the bottom of the sidebar, below the sections, are the User Guide, Policies and Procedures (EEHM's current Policies and Procedures, which your agreement incorporates; the link appears once EEHM turns on Agreements for your company), Feedback, Two-step verification for your own sign-in (see Use two-step verification), and Change password.

What decides which sections you see

Two things decide what you see:

  • Ratings, QA Reviews, File QA Counts, Field QA Counts, Request In-Person QA, My Field QA Requests, Multi-Family, Agreements, Travel Quotes, and Report Billing Events appear only after EEHM enables them for your company. Multi-Family also needs at least one multi-family project.
  • Company details, Directory, Invoices, Billing contacts, Agreements, Notifications, Users, Travel Quotes, and Report Billing Events are listed only 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):

If you need administrator access, contact EEHM staff.