IDK
What does it mean when an Account is grey in IDK?
Red?
Green?
Grey - cancelled, terminated, paid off
Red - behind on payments
Green - Current
What section in OSG can you find the homeowner's actual bills?
Documents
How can you tell the account type of a HO? (Lease, Loan, Cash?)
Financial Payments/Agreements
How can you recognize an ICD if the banner error isn't showing up in SPFM?
All devices and the PVS stopped communicating (typically at the same time)
Where do you find cash and loan customers in SPEAR?
They do not exist in SPEAR as it is only for lease customers PEGU information.
What do the last 3 digits of the lease number after the hyphen indicate?
Which number HO the customer is... first owner, second, etc.
The URL for the website for the customer to access their billing info and set up a user account in OSG?
Typically in Salesforce, who is in the account owner section for a customer's account?
Energy consultant (salesman) or dealer
(Sometimes CSR if a cash customer)
How can you tell if a system has MIs or string inverters?
If it's MIs it will list out all the modules under AC modules.
If it is string it will say inverters and list the inverters.
Where can you see the date a customer's PEGU report should be run each year?
Guarantee start date middle of SPEAR page
What tab in IDK lets you change the customer's billing information such as address, bill type, email, etc?
Customer Service
How to tell if a HO has an account on the billing website they can access and make changes from?
Check if they have user access under the user tab.
Where can you find a customer's PTO date?
Financial Payments
If a HO is showing no production in the app, but the PVS is communicating real time, however, the MIs are all communicating, but not producing power at all, what type of issue is this? DD, DCE, ICD?
All MIs DD (reporting but not producing)
How can you tell if a customer is underperforming or performing as they should be in SPEAR recently?
Right hand side, SPVT result/PI 30 days/ PI TTM/ last 14 days
This tab in IDK is used to look up customers' established pegu payments and see if they have been sent and cashed.
Payment Services
How can a user set up autopayment through their OSG account and not through ACH?
Configure autopay after they set up a payment account online.
If a homeowner is on NA Lease Transfer, how do you find their lease agreement?
Under the original HO account in salesforce
If a HO is showing no data in the app, however everything is producing and reporting properly, including MIs, what are the 2 possible causes?
Misconfigured production meter, or a database issue and they will need to be emailed to fix it.
Where can you find if a customer has had pegu reports generated in SPEAR and how many need created if they haven't?
True-ups tab
Tab in IDK where you can request payment deferments for up to 2 months...
Financial Calculator
What happens if a HO misses there password too many times in a row when logging in to OSG?
The account is locked out for 24 hours
Where can you find installation pictures and pictures of all the installation documents, including PTO letter on accounts if they have them uploaded?
RP or FP page all the way at the bottom under photos
If a HO is showing negative consumption at night, what should be done to try to fix this issue?
Flip meter configuration and the CT rating of the meters
What does an ending balance indicate on a true up year? If the customer has a positive remaining balance on the most recent year, what does that indicate?
They have exceeded their power production expectation by that much and have a credit on their account.