This document provides a comprehensive walkthrough for enrolling contractors into the Pro Partner Program using the MyRheem Version 5 interface. Follow these steps to ensure accurate enrollment, proper distributor selection, and payment processing.
1. Getting Started
To begin the enrollment process, ensure you are logged into the MyRheem website.
- Navigate to the Contractor List. This is typically found via the main navigation menu or dashboard shortcuts.
- Locate the Search Bar at the top of the Contractor List page.
- Enter the name of the contractor you wish to enroll (e.g., "Testing Contractor").
- Click the magnifying glass icon or press Enter to search.
- In the search results table, click on the Contractor Name to open their account details.
2. Main Process - Enrollment Wizard
Step 1: Navigate to the Pro Partner Tab
Once you are on the specific Contractor Details page:
- Locate the tab menu options (Overview, AC, Users, etc.).
- Click on the tab labeled Pro Partner.
- You will see the Pro Partner Checklist screen. If the contractor is not yet enrolled for the current year, a message will appear stating: "You have no Pro Plan enrollments for the current year."
- Click the blue View All Enrollments button.
Step 2: Access Pro Partner Enrollments
You will now see a history of previous enrollments for this contractor.
- Review the table to ensure no duplicate active enrollments exist.
- To begin a new application, click the red Apply button located at the bottom right of the table.
Step 3: Complete the Enrollment Wizard
The enrollment wizard consists of five distinct sections. Follow the progress bar at the top of the screen.
3.1 Enrollment Details
- Locate the option "Enroll in Pro Partner Heating & Cooling?".
- Click the Toggle Switch to the right to enable it.
- Select an AC Distributor: Use the dropdown menu to choose the correct distributor for this account.
- Select an AC Brand: Choose the participating brand (e.g., Rheem) from the dropdown.
- Click Continue.
3.2 Contractor Information
- You must designate a primary contact for program communications.
- Point of Contact: Click the dropdown to view available users associated with the contractor's account.
- Select the user who should receive all Pro Partner notifications.
- Click Continue.
3.3 Terms and Conditions
- The screen will display the Pro Partner Terms and Conditions.
- Click the link labeled Download Terms And Conditions to save a copy for your records.
- Once reviewed, locate the agreement statement: "I agree with above stated Terms And Conditions."
- Click the Toggle Switch next to the statement to accept.
- Click Continue.
3.4 Payment Details
Review the financial summary of the enrollment:
- Distributor: Verify the selected distributor is correct.
- Enrollment: Confirm the type is "AC Enrollment".
- Billing Location: Check the Billing Number and Account Number.
- Total Cost: Confirm the program cost
- Click Continue.
3.5 Review & Submit
This is the final verification step. A summary page will display all entered information.
- Contractor Info: Name, Address, Phone.
- Point of Contact: The user selected in Step 3.2.
- Programs: Pro Partner.
- AC Enrollment Brand: The brand selected in Step 3.1.
- Distributor & Cost: Final verification of billing.
If all information is correct, click the red Submit button to finalize the enrollment.
Tips and Notes
Getting Help
If you encounter issues during the enrollment process or need to reverse a submission, please contact the Help Desk immediately.
Support Contact: Refer to the "Support" tab in the main header of the MyRheem dashboard for current phone numbers and email addresses.