Partner program

You bring the energy operators.
We hand you the keys.

Set Gridline up for the operators you already serve, and keep the implementation fee for every customer you add. Your own team gets Gridline Pro free for 3 months, then 20% off everything it uses.

See the partner benefits

Your benefits

What you get as a Gridline partner

Earn on every customer

Every new customer you add pays an implementation fee, and it goes to you.

Save on your own use

Your organization gets Gridline Pro free for 3 months, then 20% off every Gridline product it uses.

Work with us, not around us

Lead registration in your console, a joint first onboarding, and a direct line for workflow requests.

Financial benefits

What the partnership is worth to you

Two sources of value: what your own organization saves, and what every customer you add pays you.

For your own organization

3 months

of Gridline Pro, free

20%

off all Gridline products, ongoing

  1. Months 1-3 Gridline Pro for your organization, free.
  2. Month 4 on 20% off every Gridline product you use, for as long as you are a partner.

Covers your organization's own use: seats, workflow runs and test runs. Your clients subscribe under their own plans.

For every customer you add

Yours

the implementation fee, for every new customer

  • You set the fee for each new customer and invoice it directly.
  • Gridline takes no share of it.
  • The ongoing support you provide is your business too. You price it and invoice it.
  • Lead registration in Pipeline records who brought the customer, so sourcing is never a dispute.

Your clients' Gridline subscriptions are billed under the published plans or an Enterprise agreement.

Plan prices are published in November 2026. Your partner agreement confirms these terms in writing.

The partner model

The customer owns the account. You do the work.

You work from a partner organization: the boundary that holds your team, your reusable workflows, and the customers you set up. You run the demos, build and test the workflows, own implementation and support, and invoice for it.

The customer's account is the customer's: its projects, its workflows, its connections, encrypted. A customer chooses a partner to set Gridline up, and can stop working with that partner and work with another without losing what was built.

When your customer's own analysts join, they work as operators: they run approved workflows, respond to approvals, and read evidence. They cannot change what you configured, so your setup stays exactly as you tested it.

riverside_solar customer account

No lock-in

Customers can always change partner

A partner can close, or stop being the right fit. When that happens, the customer moves on with its account and workflows intact. This is Gridline's rule for every partner.

01

The customer decides

A customer chooses a Gridline partner to set Gridline up, and can stop working with that partner and appoint another. Gridline never blocks that choice.

02

The account goes with the customer

Projects, workflows and connections move to the new partner. Customer and project identifiers stay the same. Deployments arrive paused until the new partner tests and activates them, and past run evidence stays unchanged.

03

Your contract protects your work

You are free to design your contracts with customers as you wish, including restrictions and confidentiality on the work you deliver. Gridline does not lock customers in on any partner’s behalf.

04

Good service keeps customers

More partners make Gridline a stronger platform for every partner, the way a car is worth more when many garages can service it. Customers stay with the partners who serve them well.

HOW IT WORKS TODAY

A customer who wants to change partner writes to Gridline, and we move the account to the new partner. We are building a control so the customer's owner can remove a partner's access directly in the account.

The console

The console that runs your book of business

Overview

Your whole book at a glance. Customers, recent runs, what needs you today.

Pipeline

Register and move leads through your stages. Lead registration lives here, so sourcing is never a dispute.

Action items

Typed, prioritized, with attachments and history. Nothing lives in someone's inbox.

Workflow requests

When a customer needs a capability we do not have natively yet, file it here. It feeds the roadmap and you can see where it stands.

Asset library

Decks, IT one-pagers, and case studies, ready before the client meeting.

And demo data to rehearse on

  • Demo members inside your own organization, set up by Gridline with your partner account
  • Run a demo billing cycle on them in front of a prospect, on real screens
  • Use zero-write test runs while you build, and every deployment still starts paused
  • Rehearse onboarding and build a proof of concept before a contract is signed

The first hour

Ship one customer workflow safely in 60 minutes

This is the first exercise in the partner handbook, and it is not a demo script. It is the real path you will use for every customer after the first.

  1. 00-10

    Qualify the lead.

    Confirm the customer, the program, and the billing shape before you touch anything.

    qualified
  2. 10-20

    Create the customer.

    Confirm you are in your organization first, then create the customer, a project, and one test member.

    workspace ready
  3. 20-40

    Build the bill reader.

    A customer-scoped reader in the guided builder: point it at the utility data, name the fields, test as you go.

    draft passed
  4. 40-50

    Publish the exact snapshot that passed.

    Drafts test against an immutable server snapshot. When the test passes, you publish exactly the snapshot that passed, never a newer draft.

    published
  5. 50-60

    Deploy paused, test, activate.

    The first project setup is created paused. You test it against this customer's settings and connections. Activation is its own decision, made by you, on purpose.

    paused → active

An hour in, your customer has a working workflow, a deployment that passed its test, and an evidence chain that proves all of it.

Guardrails

Every guardrail buys speed later

You have used software where the guardrails were paperwork. Each of these exists because it removes a category of 2 a.m. problem.

01

Confirm the organization first.

Customer creation starts by confirming which organization you are in. Tenant ownership is never ambiguous, so a customer can never land in the wrong boundary.

02

Drafts test against immutable snapshots.

A draft run executes against a server snapshot that cannot shift under you. When a test passes, it stays passed.

03

Publishing is not deployment. Deployment is not activation.

Three separate acts, three separate decisions. Nothing goes live because you saved a file.

04

First deployments are born paused.

A new project setup cannot bill anyone until someone on your team activates a passing setup revision.

05

Credentials live in Connections only.

Encrypted at the organization level, and never exposed in workflow code, run inputs, or evidence.

06

Every run leaves an immutable chain.

When an operator asks what happened, you show them, line by line.

workflow → version → revision → run → steps → attempts

Two green checks, two different promises

DRAFT TEST · PASSED

The recipe works. The authored actions, schemas, and sample inputs passed from one immutable draft-test snapshot.

PROJECT TEST · PASSED

It works for this customer. The published version passed with this project's settings and this customer's connections.

ACTIVATION · YOUR DECISION

Gridline never lets one green imply the other, and never lets either imply the workflow is live. Activation is always a third thing: an explicit decision you make after both checks are green.

The handbook

It ships with an operating manual

Everything on this page comes from the Partner Handbook: twenty-four indexed topics, from qualifying a lead to reading an evidence chain. Your customer's analysts get a field guide of their own, the eleven-topic operator guide, so you never write training docs for a client. Both are versioned because the platform is: when behavior changes, the manual changes with it, and you can see both.

partner-guide · v2026.07.1 · 24 topics operator-guide · v2026.07.1 · 11 topics
  • 05 Qualify a lead
  • 06 Create a customer
  • 07 Drafts and snapshots
  • 08 Publish the passing snapshot
  • 09 Paused deployments
  • 10 Evidence chains
  • 11 Connections and secrets
  • 12 Cutover without duplicates

You know it worked when...

  • The project test is green with this customer's connections.
  • The deployment shows paused, not active, until you decide otherwise.

Every topic closes with this checklist. You will not be guessing whether you did it right, and neither will we.

Talking about Gridline

How to talk about us

Your clients hear about Gridline from you first. Use the words we use, and keep every claim true.

The short description

Gridline turns energy paperwork into execution. It reads utility bills and other documents, applies your billing rules, pauses for human approval, and writes the result to the accounting, payment and email systems you already use. Every run keeps a complete evidence record. [Your firm] implements and supports Gridline for its clients as a Gridline partner.

For your website, proposals and social posts. Replace [Your firm] with your firm's name.

Say

  • Gridline partner, or implementation partner for Gridline
  • Your account and workflows are yours. You can change partner at any time.
  • A person approves before anything with money attached is written to another system
  • Every run keeps a complete evidence record you can show the client
  • New deployments start paused until someone activates them
  • In production today for community solar billing in the US and PPA, ZEV, vZEV and LEG billing in Switzerland

Avoid

  • Speaking for Gridline or presenting your firm as Gridline. You are an independent partner.
  • Telling a customer it cannot leave you, or that its Gridline account belongs to you
  • "Fully automated" or "no human needed". Approval gates are part of the product.
  • Interconnection, permitting or project finance workflows, until they are released
  • Guaranteed savings, error-free billing or other outcomes we cannot both stand behind
  • Plan prices before November 2026. Point clients to the pricing page.

Name, logo and partner badge

  • Write Gridline as one word with a capital G.
  • Request the logo files and the partner badge from partners@gridline.ai. Do not redraw, recolor or stretch them.
  • Show the partner badge only while your partnership is active.
  • Material that names a client needs that client’s approval first.

Getting help

Ask us once, with the evidence attached

Every run already keeps its evidence chain. When a request points at it, we can answer from the record instead of asking you to describe what happened.

  1. 01 One customer and one issue per action item in your console.
  2. 02 Name the customer and the project in the title.
  3. 03 Link the run, so we start from its evidence chain instead of a description.
  4. 04 Say which workflow version and step, what you expected, and what happened.
  5. 05 Attach the source document or a screenshot, if your client allows it.
  6. 06 Missing capability rather than a problem? File a workflow request instead.

Fit

Who this is for, and who it is not

We would rather lose a signup than surprise a partner in month three.

This works if

  • You have energy operators who trust you, and you want billing to stop being the reason they call.
  • You own implementation and support as a business, with implementation fees you set and invoice yourself.
  • You want your name on the client relationship, and a platform that makes you look careful in front of it.
  • You run community solar billing in the US, or PPA, ZEV, vZEV or LEG billing in Switzerland. That is what is in production today.
  • You will spend the first hour in the guided path before your first customer, because you know exactly what skipping the manual costs.
  • You want auditability you can hand to a client: every run's evidence chain, not a support ticket.

This is not for you if

  • You need customers locked in to your firm. Customers can always change partner and keep their account. Protect your work through your contracts instead.
  • You want passive referral income. Partners own implementation and ongoing support. If you hand off after the intro call, this will frustrate you and your client.
  • Your business is one-off EPC handoffs with no ongoing client relationships. The partnership pays through implementation and the support you provide over time.
  • You need non-billing workflows today. Interconnection and project finance workflows are planned. They are not available now, and we will not sell them to you as if they were.
  • You are not willing to spend the first hour learning the guided path. The 60 minutes is the training. Skipping it makes everything after it slower.

If the second list is you today, keep the page bookmarked. We update it when new workflows ship.

Becoming a partner

Step by step to your first customer

  1. 01

    Write to us

    Tell us the customer, the program, and the billing shape. If it is a fit, you are building the same week.

  2. 02

    Get your partner organization

    Your approved partner account opens the console, and your organization gets Gridline Pro free for 3 months.

  3. 03

    Rehearse on demo data

    Run a demo billing cycle on the demo members in your organization, and build with zero-write tests.

  4. 04

    Run the first hour

    Run the 60-minute path end to end on demo data, until the hour is actually an hour.

  5. 05

    Fill your pipeline

    Review the asset library, then register your first leads in Pipeline.

  6. 06

    Onboard your first customer with us

    We do the first onboarding together. The rest are yours, and so are their implementation fees.

What we ask in return

  • Own implementation and first-line support for the customers you add.
  • Register a lead in Pipeline before you pitch it.
  • Keep up with the handbook when a new version ships.
  • Describe Gridline the way this page does.
  • Accept that customers can change partner. Agree any restrictions on your work in your own contracts.

Questions and answers

About the partner terms

Does the 20% discount apply to my clients?

No. It applies to every Gridline product your own organization uses: seats, workflow runs and test runs. Your clients subscribe under their own plan or an Enterprise agreement.

When does the discount start, and how long does it last?

It starts when your 3 free months of Pro end, and it continues for as long as you are a Gridline partner.

Who sets the implementation fee?

You do. You set it for each new customer, invoice it directly, and keep all of it. Gridline takes no share.

What does Pro cost after the free months?

Plan prices are published in November 2026. Your 20% applies to the published price.

Can my customer move to another partner?

Yes, at any time. The customer keeps its account, projects, workflows and connections. Today the customer asks Gridline and we make the move; we are building a control so the customer can remove a partner itself.

Can another partner take the workflows I built?

The customer’s workflows move with the customer. Protect your work in your contract with the customer: restrictions and confidentiality are yours to agree. Gridline’s rule is only that customers are never locked in to a partner.

Is there a referral-only option?

No. Partners own implementation and ongoing support. That is what makes the implementation fee yours.

Can I put the Gridline logo on my website?

Yes, with the partner badge, following the brand rules above. Request the files from partners@gridline.ai.

Start

Bring one customer. Leave with a live workflow.

Write to us with the customer, the program, and the billing shape. If it is a fit, you will be building inside your own organization the same week.

See the demo
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