FinanceIT
After this project phase, you are prompted to collect a 15% deposit
What is Engineering
Without these two important documents, a project can not be scheduled for installation
What are Permits and Utility/PTO PreApproval?
This is the number of required components in a "Perfect Packet", and the rule for completing a Welcome Call before all are met is:
What is 6
This is the very first phase of the entire North Energy pipeline and this is the call that happens during it
What is onboarding/qc and what is the Welcome Call
After photo QC is complete, this is where the photos must be uploaded.
What is the Attachments Tab
Final Funds in FinanceIT are requested through this specific action.
This is the very first action a concierge takes when a project enters construction status before any scheduling begins
What is review of the project plans?
One of these must be the finance portal status BEFORE a Welcome Call can proceed
What is "Submitted or Approved"?
This is the total number of stages in the North Energy Project lifecycle, from onboarding through complete
What is 26?
This is the deadline for receiving a completed planset after submission, and these are the two channels you must use to follow up if it's late.
What is 24 Hours?
In the Subhub stage, this concierge owned field is required to be marked as complete in order for the project to move to installation.
What is "Initial Depost Funds Requested"
This is the system size that allows for a critter guard to be installed at no cost
What is 8kW
For a Red Deer account where the homeowner hasnt used their utility provider for a year or more, this report is required.
What is the Pre installation energy audit
This project stage is reserved for customer cancellation requests where no information has been obtained yet
What is Retention
On the Roof Description page during Planset QC, the Main Service Panel sketch should be marked with this letter if existing, versus this letter if it requires an upgrade.
What is "E" for existing vs "N" for New
This is the exact purchase description that must be added if youre routed to a page requiring one when selecting "request Funds in FinanceIT
What is "Solar PV Installation"
This call serves many purposes, and is absolutely critical to keep a project moving forward and insure teh company stays Financially healthy
What is the Post-Install Call
This photo is required during the site survey because it informs us the maximum amount of electricity a home can sustain
What is the bus bar rating
These are the two final phases of the project lifecycle, one covering final paperwork and the other marking the system as running and supported.
What are Close Out/Complete O&M?
This is the mandatory document that must be printed at the top of the SLD page specifically for Fortis AB Utilities projects.
What is a Voltage Rise Study?
Once a customer authorizes release of funds in finance IT this can no longer happen to the loan
What is changing the credit limit/terms
What is request final funds?
This action can never be taken, even with manager approval it should signify red flags on a project. It runs the risk of setting a project back during engineering, permit/pto pre approval, and even during installation. Which is why the concierge team is trained not perform it.
What is completing welcome calls with missing items or information
Permits are submitted to the city for building and electrical design approval before installation. This stage usually happens after or around the same time as the one marked previous to it. Except in this city where the order is reversed
What is Edmonton
During photo QC, these are the specific components that must be checked on the meter, MSP, and/or subpanel photos — name all three checks required.
What are Labels, Condition of equipment, and the Main Breaker