You're just a few simple steps away from lower energy costs! When you sign up for your Palmetto Energy Plan, you'll receive an email and text message (SMS) with a link to activate your account.
We'll guide you through each onboarding step below. Feel free to go at your own pace, as your progress will be saved. Depending on your situation, you may not need to complete every step.
Step 1: Upload your utility bill
Your most recent utility bill helps us understand your current energy usage so we can accurately size your solar system for your home. A properly sized system means you get the most savings possible. Just take a photo, screenshot, or upload a PDF — whatever's easiest.
Having trouble?
Make sure the bill is from the last 3 months
Ensure the photo or file is clear and legible — avoid shadows or blurry images
Accepted file types include JPG, PNG, and PDF
If your upload fails, try a different file format or reduce the file size
Step 2: Complete a soft credit check
As part of setting up your Palmetto Energy Plan, we run a soft credit check. This helps us confirm your eligibility and finalize your plan details. Because it's a soft check, it won't affect your credit score in any way.
Having trouble?
Make sure your personal information (name, address, date of birth, SSN) is entered exactly as it appears on official documents
If the check is unable to be completed, try to resubmit or contact us for additional support.
Step 3: Verify your identity
To protect you and keep your account secure, we need to confirm your identity. To keep your account secure, we need to confirm who you are. You'll upload a photo of a government-issued ID and may be asked to take a quick selfie. The verification process runs through a secure, trusted third-party platform.
We accept the following forms of ID:
Passport or passport card
State-issued ID card
Driver's license
Resident permit ID or Green Card
Having trouble?
Make sure your ID isn't expired
Take the photo in good lighting with all four corners of the ID visible
For the selfie, make sure your face is well-lit and clearly visible
If your ID isn't accepted, try a different form of identification
If verification fails repeatedly, contact our Customer Experience team for further assistance
Step 4: Verify home ownership
Since your solar system will be installed on your property, we need to verify you have the right to make changes to it. In most cases, we're able to automatically confirm that you own the property. We'll reach out if we need additional information.
If prompted, you can upload one of the following from your dashboard:
Most recent property tax bill
Mortgage statement less than 60 days old
Original deed or deed of trust
Having trouble?
Make sure the document clearly shows your name and property address
Be sure mortgage statements are less than 60 days old
Ensure the photo or file is clear, legible, and all text is readable
If one document isn't accepted, try another from the list above
Step 5: Set up your payment method
Adding a payment method enrolls you in autopay using direct debit (ACH). This keeps your payments on time without any extra effort on your end, so you can focus on enjoying your energy savings.
Having trouble?
Double-check that your bank account and routing numbers are entered correctly
Make sure the account you're using supports ACH/direct debit — contact your bank if you're unsure
If your payment method is declined, try a different bank account or contact our Customer Experience team
Step 6: Sign your contract
Your contract outlines the full details of your Palmetto Energy Plan, including your rate, terms, and commitments. Take a moment to review everything, and when you're ready, sign securely through DocuSign right from your dashboard.
Having trouble?
If you can't sign from your dashboard, check your email inbox, including spam and junk folders, for a DocuSign email
Make sure you are using the most recent link sent to you, as older links may expire
If you experience technical issues with DocuSign, try a different browser or device
Contact our Customer Experience team if you are unable to complete the signing process
Step 7: Review your ClearFacts disclosure
Your ClearFacts disclosure is a plain-language summary of your Energy Plan — designed to make sure you fully understand what you're signing up for. Open the checklist, review the key details, and move forward with confidence.
Having trouble?
If you cannot locate your ClearFacts disclosure, check your email inbox (including spam or junk folders)
If you need the disclosure resent, contact our Customer Experience team
General Troubleshooting Tips
If you run into any issues during setup, we recommend that you:
Confirm your contact information on file is correct
Check your email and text inbox, including spam and junk folders, for any verification messages
Clear your browser cache or switch to a different browser or device
Make sure you have a stable internet connection before uploading documents or completing verification steps
If you need any help along the way, our Customer Experience team is here for you!