SolarEdge
Salesforce
Generac
Reimbursements
New Homeowner
100

What does site mean?

What is the Customer name

100

All of my customers that I view or touch are in this tab on salesforce to go back and view. What tab I am?

what is Opportunities?

100

Up to how many Panels can a PV link hold?

What is 7?

100

Who do you send the approval email to?

What is Shavaughna miller?

100

When a New Homeowner calls asking to be added to the account. Can we add them before getting some type of proof of ownership?

What is No,False 

200

What is the green box in solar edge? 

What is the inverter? 

200

Which of the following apply to the concierge process? Choose all that apply.  

What is Inspections status, Permits submitted, Meter Swap/PTO-Once the utility company approves the inspection documentation, they will either swap the meter or reprogram it, then grant us PTO

200

Define Storage?

What is Battery?

200

What needs to be uploaded to the case? (Choose all that apply)

What is New Letterhead, Proof of ownership Documents 

200

When sending the customer the DocuSign which two things should be sent back to verify ownership. Choose the best answer.

What is New Homeowner Authorization form,Deed

300

How many panels/Modules are on one string for Solaredge?

What is 18 panels? 

300

Think of this as a way to track your progress with customers every day. This place is where your task, completed W/O, and Assigned cases live. What tab am I?

what is Home 

300

Define Grid Tie

What is Solar only no battery 

300

Define Loss production?

What is System is operational, just not at full capacity 

300

Customer calls in asking if they will receive the full manufacture warranty like the previous owner? True/False

What is True/Yes?

400

What chart is used when doing a power bill analysis and Production Analysis

Comparative Energy Chart

400

Where do we place updates regarding concierge calls, when transfer is successful in salesforce?

What is Opportunity Notes?

400

Define clean backup?

What is only solar, to charge the battery 

400

Where do you upload the customer's New letterhead after a signature?

What is Inside case/opportunity attachments/files?

400

When customers sell to a New Homeowner, Does the New Homeowner receive the service warranty? True/False

What is False/No

500

Is the weather real-time inside on the Solaredge accounts?

What is yes/true 

500

When creating a case, what fields need to be filled in every time? 8 best answers 

What is Case Origin,Type,Process of Concern,Status,Case Sub -status,Issues,Subject,Description,Resolution

500

Define priority Backup?

What is Can Pull from the grid and solar to charge the battery 

500

Define Loan Reimbursement?

What is System is completely non-operational, or was it due to PHS fault?

500

When customers are a New Homeowner of a home with solar already on it, Do they get charged for services?

What is True/yes