EAC Client Tracker
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Full Name *
Phone *
Date Added
Address
County
Gaston
Mecklenburg
Lincoln
Cleveland
Cabarrus
Union
Other
Household Size
1
2
3
4
5
6
7
8+
Annual Income (Approx.)
Unknown / Not Disclosed
Under $25,000
$25,000–$40,000
$40,000–$55,000
$55,000–$70,000
$70,000–$85,000
Above $85,000
Auto-Qualify Programs
SNAP / EBT
Medicaid
SSI
Section 8
LIEAP
WIC / TANF
Medicare
Home Needs
HVAC / Heat Pump
Water Heater
Electrical Panel
Insulation
Roof / Structural
High Utility Bill
Homeowner?
Yes
Renter
Unknown
Duke Customer?
Yes
No
Unknown
Pipeline Status
New Lead
Called — No Answer
Contacted — Interested
Intake Visit Scheduled
Intake Visit Complete
Application Submitted
Awaiting ESNC Approval
Assessor Scheduled
Scope Under Review
Install Scheduled
✅ Install Complete
Not Eligible
Dropped
Source
Gastonia Farmers Market
Belmont Farmers Market
Jill Hayes Referral
Gateway Gaston Referral
YMCA Referral
Word of Mouth
Door Knock
REIA / Investor Event
Social Media
Other
Notes
Follow-Up Date
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