Quick Start

1. Sign inCopy Anchor Link

On the erate.fyi home page, click Get started free (or Get started in the top bar) to create an account, or Sign in if you already have one. Once you're signed in you land in the console, which opens on District C2 Lookup.

Coming back later? When you're already signed in, the home page shows Open console instead. The Docs link in the top bar brings you back to these pages.

2. Find your way around the consoleCopy Anchor Link

Sidebar — tools are grouped into Search, Automate, Compliance, Intelligence and Tools. Click any tool to open it.

Header bar — shows the section and tool you're in, with a one-line description of what the tool does.

Account — Account settings and the sign-out button are at the bottom of the sidebar.

3. Jump anywhere with ⌘KCopy Anchor Link

Press ⌘K on a Mac or Ctrl+K on Windows, or click Search tools… at the top of the sidebar. Start typing a tool name or a section name (for example "intel" or "compliance"), then press Enter to open the top match or click any result. Press Esc to close.

4. Try a starter workflowCopy Anchor Link

Pick the one that fits your role. Each takes a few minutes.

Service provider or reseller (VAR)Copy Anchor Link

1. Open Form 470 Search, choose your States, a Service Category and the Function / Service you sell, then search. Expand a bid to see its details, and use Download Results to export the full list.
2. Open Service Provider Intel and switch to Bid Prospecting. Search for bids and click + Add to Pipeline on the ones you're pursuing; track them under My Pipeline.
3. Back on the Provider Intel tab, search for your company by name or SPIN to see Awards by funding year and Top manufacturers resold.
4. Open Disbursements and filter by your service provider to see which funded FRNs still need invoicing and their Invoice by dates.

ManufacturerCopy Anchor Link

1. Open Territory Intel, pick the states you cover, narrow by product type and funding year, and add your brand. Add up to six manufacturers to compare them side by side.
2. Open Market Report for the funding-year view: top hardware brands, C2 makes by function, and which providers and applicants buy which makes. Use Export Excel or Print / Save as PDF to share it.
3. Open Disbursements and filter by Manufacturers to follow your products' FRNs from award through invoicing and disbursement.

Consultant, district or libraryCopy Anchor Link

1. Open District C2 Lookup and search by state, city, BEN or entity name to see Category 2 budget, funds used and funds available.
2. Consultants: add the districts you serve to My Clients to see their budgets in one place.
3. Open Eligibility Checker, paste your bill of materials (one part number per line or comma-separated) and review each verdict. For an ineligible item, click Find Eligible Alternatives.
4. Open Form 470 Generator, enter the district and service details, and click Generate Form 470 Language.
5. Add your key dates in Deadline Calendar, and ask anything else in AI Q&A.

Next stepsCopy Anchor Link

• Each tool has its own page in these docs with filters, exports and tips.
• Read Data Sources & Freshness in the Reference section to understand where the numbers come from and why they can differ slightly from other reports.