Background:
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Verify the state in the address section of the form. Current states serviced by EB are located in this spreadsheet in green EverOwn Tracking - Live States.xlsx
If the state is serviced by EverBright:
Reply to the customer:
“Hello (Customer name),
Thank you for your interest in EverBright. We received your request and will be in contact soon.
Thanks,”
E-mail the homeowner’s contact information to Mercedes Davis (Unlicensed) the account manager in their area and request that she they locate an installer in proximity to the homeowner
Once you receive a reply from Mercedes update the homeowner:
“Hello [Customer name],
Thank you for your interest in EverBright. We’ve located [Installer name] who is available to assist you in your area. Please contact them at [installer contact information]. Thank you and we look forward to serving you.”
If the state is not serviced by EverBright:
Reply to the customer with the following message:
“Hello [Customer name],
Thank you for your interest in EverBright. I see that you listed your address in [City and State]. At this time, we do not service the state of [State]. We are excited to hear of your interest in EverBright and we hope to be able to serve you soon.
Thanks,”
Request participants - homeowner’s email address
Request type - general inquiry
Resolution type - other
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