Active-project support path

Existing Project Question

Send active-project questions, file updates, scheduling issues, and deliverable follow-up to Kates Energy through a structured intake path.

Use this path when the project already exists and the work is about keeping the file, visit, report, or deliverable moving.

Best fit for this path

  • a current project needs a file, revision, or document update
  • there is a scheduling or site-coordination question
  • a report, deliverable, invoice, or active project step needs follow-up
  • you need to route context to the right person without starting a new intake from scratch

Use another path when

  • you need help deciding what an existing report or quote means: use Home Upgrade Review
  • you are explicitly asking for a new evaluation or service: use Request a Quote

Keep the first note simple

  • project reference or address if available
  • what changed, what is blocked, or what is needed next
  • any time pressure, file update, or deliverable detail that matters right now

Best fit

Use this when the project already exists and the work is about keeping files, timing, reports, or deliverables moving.

Not for new scoping

Do not use this as a back door for new service selection or upgrade decision support.

What comes back

A routed follow-up tied to the active project question, any needed files, and the next responsible action.

Existing project question intake

Use this path when the project already exists and the main job is to keep the file, schedule, or deliverable moving.

Need upgrade decision support instead of active-project help? Use Home Upgrade Review.

1

Contact

2

Project context

3

What do you need help with?

Support topics
4

Existing reports and quotes

EnerGuide / ERS status
Contractor quotes
5

Optional upload

File plan

Use this for in-progress files, scheduling, deliverables, revisions, and active-project follow-up.

Next step

Need decision support instead?

If the main question is how to interpret a report, quote, or upgrade path, use Home Upgrade Review instead.

Start with the right route

Start a conversation, request a quote, or prepare to share drawings.

Mark drawings as ready in the intake. After it is saved, use the private upload control if offered; otherwise follow-up will coordinate the handoff.