The Brightest Path
You're Outstanding (Document Indicator)
Who's on First
The Situation
Your TL is a Vermonster
100

Where are the Sunhours located?

On the design list, the kWh/kWp column

100

What are the 3 main steps we discussed to manually mark off an ODI?

Confirm. Notate. Flip/Mark as complete.

100

A rep has a customer with a Pending credit check and wants to know exactly what the customer needs to correct on the application in order to get approval. Who can they contact?

The Credit Team at credit@sunrun.com or (text only) 720-230-1084 

100

The agreement is generating under the husband's name, but the wife is the Title owner and Credit passer. Rep needs the agreement updated to the wife's name. How can we help?

Select the wife as primary, recreate a new proposal, generate a new agreement

100

What does Ben and Jerry make?

Ice Cream

200

Where can you manually adjust target offset?

On the Settings tab

200

Where can we confirm if the Design Preferences were completed? 

Within the Project Page, under Notes

200

A rep needs to get an IPA sent out to the customer. Who can help?

The Pre SRA Text Team! 385-317-0193

200

An agreement on the Proposal is in the "Delivered" status, what does this mean?

Document recipient has received and opened the document but has not completed the docusign request

200

What to Vermonters refer to as "liquid gold"?

Maple Syrup 

300

What does this error message mean: “We're sorry, but all designs generated did not meet the DC system size bounds for this market.”

Usage is too low to meet the market minimum system size, and the rep will not be able to proceed with a Sunrun deal

300

What are the 3 main criteria to verify if a completed VC is still valid for a new proposal?

Score is at least 100, it was completed within the last 90 days, the product type is the same

300

A rep calls in to update their phone number in our system. Who can help?

A pre-SRA phone agent can process this request

300

Rep is calling about a deal in Stage 4 with an ARC case. Rep wants to resolve the case stating the customer is now ready to proceed with the deal. How can we help?

Edit ARC case, update Status, and add Case Resolution Notes using template

300

What is a "creemee"?

Soft Serve Ice Cream

400

Rep's deal is in Stage 6 with the SA already completed, but they need new designs. When you enter Brightpath, it says that the designs are locked. How can you proceed?

Submit an IT ticket. Then fill out the SSD Service Now Tracker form and check the JSON File Rename (Drone images) box

400

What is the difference between ODI 03. Utility Bill iand ODI 31. Current Utility Bill? 

03. Utility Bill is the actual UB. Completed by uploading a PDF to the proposal.
31. Current Utility Bill is date of UB on the oppty. Completed by adding in the current utility bill date to the Utility Information Section of the oppty.

400

Customer already paid the deposit on a Stage 11 oppty. Rep now has a new, active deal and needs the deposit transferred to the opportunity. Who can help?

The Pre SRA back office Team. Rep needs to email this request to presra@sunrun.com

400

Rep sent out 2 agreements, one is completely signed and the other is blank. Rep cannot submit the proposal because SDFC is giving an error that the agreement is not completed. You can't unable to void/delete the unsigned agreement due to a SFDC glitch. How can we help?

Within SR Attachments of the proposal, we can uncheck the active box of the unsigned agreement so SFDC does not recognize it and the deal can be submitted

400

Luis Guzmán lives in Vermont when he's not filming. He's currently starring in which new Netflix show as which character?

"Wednesday" as Gomez Addams 

500

Upon entering Brightpath, the following message is displayed on a white page: "sqft.estimate.unknown.utility.zone" How should you proceed?

It is preferred that sales enter in at least one month's usage to size using Genability. If Sales insists on SQFT sizing, you will need to update the Territory on the Opportunity to one of the numbered values available.

500

Rep calls in to say that the customer's loan docs are signed, but ODI 56. Loan Document Signature is not marked as complete. How can we help? 

Confirm the loan is approved, take a screenshot of the loan info, and upload as Bank Approval Doc to complete 04. Bank Approval Document

500

If a Sunrun direct rep is calling in about a Post-cap issue and the deal is in Stage 7, where does SSD direct them

The CXPro

500

Name 4 phone liabilities to avoid. 

Any options from Verification, Documentation, Progression Error, Recorde Line, and Call Avoidance

500

Which US president was from Vermont?

Calvin Coolidge, the 30th president of the US, was born in Plymouth, Vermont, on July 4, 1872