Email
What is our email SLA?
12 hours
What are the 4 inactive stages in Touchstone?
Pending Resolution
Pending Cancel
Retention
Cancelled
Where can I find credit expiration in Dividend?
Application Steps -> Application -> Expires
What are the 4 Texas Utility Providers and their ESID indicators? *the 4 numbers at the beginning of the ESID that tells us what Utility company it is
Oncor - 1044
Centerpoint - 1008
AEP Texas Central - 1003
Texas New Mexico - 1040
Who do we include on an email if we're cancelling the customer's lead and it already has an M1 date?
Retention
Where would you go to look up dealer fee's if there's nothing populating on the Proposal line?
Proposals -> View Financings -> Finance Type -> Term -> APR
What are the abbreviations for ICO, HCO and NCCO?
ICO- Installer Change Order
HCO- Homeowner Change Order
NCCO- No Cost Change Order
What is the cutoff date for submitting documents to be backdated on Mondays?
Sunday at 11:59 (CA Time)
Monday at 2:59pm (Manila Time)
What should we be doing with emails that have the subject line "Welcome Call Status Notification" from Everbright?
Using the address/customer name provided in the email to look up the customer in Everbright with the most updated date, then pulling up the customer in Touchstone to see if Welcome Call was a rejection reason and then pushing forward if possible
What Rejection Reason list do we go through before submitting for pay on Mondays?
Hint: Think long approval times financer
Documents Under Review
What information do we have/can we download to clear most Title Stipulations in Everbright?
Datatree - Deed/Property Detail Report for APN
Site Survey Photos - Structure, address, roof planes we're installing the solar on, front of the house, meter number
Utility Bill
What are the two special city dollar adders for Inspire in Texas?
Hint: Adders Page / Contracts Team -> General
Del Rio: $1,121
San Angelo: $1,982
Who should we be including on all EnergyPal M1 emails?
Alexus Thompson
What adder should we be applying for Valley Electric Company in Nevada?
The Valley Electric Interconnection Fee
What does receiving a Partial Lien Waiver in the email mean for a Sunnova job?
The Sunnova project has all Contract and NTP project blocks cleared, no Sunnova financing portal requirements needed
What dealership does NOT get the Small System Adder applied if there is a battery included?
SEP or Solar Energy Partners
Who do we include on the email if a rep says that a customer hasn't had their refund or rebate paid out?
Accounts Payable or AP
How do I get to the Inbound ROOFING queue?
Hint: it's different than the other queues and there is an SOP about roofing
House Icon on the left toolbar
If we have a rejection on a project block in Sunnova, where can I find how to clear the rejection?
Cases
What is the flat adder price for the new Solar Insure product for batteries?