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Manage builders

The Builders section lists the builders associated with your company. Each row shows the builder's name, address, notes, whether they're ENERGY STAR approved, the print type, and the association's expiration date.

Find a builder

When your list is long, use the controls above the table:

  • Search all columns — type in the search box to match across every column at once, including the Yes/No and date values.
  • Per-column filters — filter Builder Name, Address, Notes, and Expiration by text, and ENERGY STAR Approved and Print Type by dropdown.
  • Sort — select any column header to sort A–Z, and again to reverse it.

Searching and sorting cover your whole list, not just the page you're looking at. If the filters match nothing, the page tells you your builders are still there and offers a Clear filters link — a filter never deletes data.

Change a builder's print type

The Print Type column is an editable dropdown. Change it on one or more rows, then select Save Changes at the bottom to save them all at once. This is the only builder field you can change directly; everything else goes through a proposal.

Export your builders

Select Export CSV to download your full builder list — name, address, print type, and expiration date — as a spreadsheet. The export always contains your complete list, regardless of any search, filter, or page you have open. The button is disabled until your company has at least one builder.

Associate an existing builder

If the builder is already in EEHM's system, link them to your company directly:

  1. Select Associate Existing (on the Builders page or the dashboard).
  2. Search by builder name (at least 2 characters).
  3. In the results, pick the print type and select Associate.

The builder appears in your list right away.

Propose a new builder

If the builder isn't in the system yet, propose them for EEHM to add:

  1. Select Propose New (on the Builders page or the dashboard).
  2. Fill in the builder's details.
  3. Select Submit Proposal.

While you type, the portal checks for builders with similar names and shows them as a warning so you don't create a duplicate. If you're sure yours is new, select Submit Anyway. Otherwise, cancel and associate the existing builder instead.

After you submit, the proposal goes to EEHM staff and appears under Builder Proposals. The builder shows up in your live list once it's approved.

Propose a change to a builder

To change a builder you already have:

  1. On the Builders page, select Propose change in that builder's row.
  2. Edit the name, address, notes, ENERGY STAR status, or print type.
  3. Select Submit Change Proposal.

A few rules:

  • You can't submit a change with no actual edits.
  • If a change is already pending for that builder, the row shows a Pending edit badge instead of the link until staff act on it.

After you submit, that builder's row keeps the Pending edit badge while EEHM reviews the change, and the change is applied to the row once it's approved. Unlike new-builder proposals, a builder edit is tracked by this badge — it does not appear in the Builder Proposals list. See Submit and track proposals for how the other proposal types work.