Sunnova partners with this many dealers.
260
All call history after November 9, 2023 will be located here.
Talkdesk activity
This is where you will find the customers asset portfolio.
Asset portfolio details
All communication will be found here.
Account page
T/F: If a customer is making a one time payment and enrolling in autopay, you are only required to read the "one-time payment disclosure."
False
This is the customer profile we speak to the most.
Price conscious
In this section you will find the customers added payment methods.
ACH payment methods
This will tell you if this is a SEH account or SNH account.
Lead source
Contract Validation Call Day 1 Call 1
In June how many hours ahead of us is Puerto Rico?
1 hour
Shading, azimuth and tilt, sizing of system, available space
You will send emails from here.
Activity history
This section will provide you with the payoff amount for a loan.
Loan details
You will find the customers Collections status here
Billing
How many warnings must you give an extremely hostile customer before you can announce you are disconnecting the call?
2
These are Sunnova's 3 exclusive dealers and the areas they serve.
Infinity (TX and CA)
Trinity (Northeast USA)
Windmar (PR and part of FL)
You will send this if you are requesting to pull a call.
Call Object Identifier
This section will show you IRT requests for ACH discounts.
Billing: Recurring invoice adjustments
You will apply late fee credits here.
Service period charges
"Hi this is a very important call for XXXXXX, please return my call at 866-786-6682. Thank you" is the voicemail you leave for which calls?
Skip trace calls for likely relatives
What are the 4 steps of the customer lifecycle.
Leads, quoting, installation and in-service
In this section you will find the Sunnova Account ID
Customer Account Detail
In this section you will find a customers guaranteed production for year 2.
Annual attributes
This section will show you if there was a change to the billing contact.
System History
Doing this will result in an automatic zero from QA.
Hanging up on the customer