EnergySage Is Sunsetting Heat Pump Services — Effective October 31, 2026

In this Article

What's Changing
Why We're Making This Change
Key Dates
What This Means for Your In-Progress Leads
Final Invoicing and Disputes
Your Profile and Data
If You Also Offer Solar or Storage
How to Get Help

What's Changing

No new HVAC or heat pump referrals will be sent to your team after October 31, 2026.
The ENERGYSAGE® MEMBER REFERRAL AGREEMENT – HVAC will be wound down as of that date.
A final statement covering leads received through the sunset date will be issued on November 2, 2026.
You can continue working leads that are mid-conversation, mid-quote, or mid-installation past the sunset date.
Existing agreement terms continue to govern those leads, including fees and support.
Your EnergySage account contact remains available to help with in-progress work.

Everything else about how you work with leads already in your pipeline stays the same through completion.

Why We're Making This Change

EnergySage is concentrating the Marketplace on solar and battery storage, the categories where we can deliver the most value to homeowners and the strongest, most consistent lead quality to our installer partners. Narrowing our focus lets us invest more deeply in the tools, data, and homeowner experience that support those categories.

This decision reflects our product direction, not the performance of individual HVAC partners.

Key Dates

Date	What Happens
October 31, 2026	Final day new HVAC/heat pump referrals are sent to your team
November 2, 2026	Final statement issued for all leads received through the sunset date
30 days after you receive your final statement	Deadline to raise questions or dispute a lead before the statement is considered settled
After the transition	Marketplace profile and associated data handled per our standard data retention policy

What This Means for Your In-Progress Leads

Any lead delivered to you before October 31, 2026 will be honored and supported through completion under our existing agreement terms — regardless of when that project actually closes.

That means:

Final Invoicing and Disputes

We'll send your final statement on November 2, 2026, covering all leads received through October 31.

If you have questions about the statement, or believe a lead should be disputed, you'll have 30 days from the date you receive it to raise it with us. After that window closes, the statement is considered settled.

Your Profile and Data

Your Marketplace profile and associated data will remain accessible through the transition. Afterward, it will be handled according to our standard data retention policy.

If you'd prefer your profile and data be removed sooner, please reach out to installersuccess@energysage.com we'll take care of it.

If You Also Offer Solar or Storage

If your company installs solar or battery storage in addition to heat pumps, you can continue partnering with EnergySage in those categories. The sunset applies only to HVAC referrals under the HVAC Member Referral Agreement — your solar and storage participation is unaffected.

If you offer solar or storage but aren't currently active in those categories on the Marketplace, please complete our installer application: Apply Here. You can also reach out installersuccess@energysage.com to talk through what getting set up would look like.

Thank You

We want to take a moment to genuinely thank installers within our marketplace for their partnership. Working alongside their businesses has been a meaningful part of our Marketplace, and we're grateful for the professionalism, responsiveness, and quality of work they’ve brought to every homeowner they’ve served through EnergySage.