Background: On October 28th, emails were sent out informing customers that EverBright prices would be changing November 2nd. Account Managers were informed of the specific pricing changes for their organizations.
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If customers reach out to support and have questions regarding pricing changes, they should reach out to their org admin (if the request came from a non-org admin) or their Account Manager (if request came from an org admin) for specifics.
If a customer expresses dissatisfaction about the updated pricing, send the following slack to #everbright-sales and tag the account manager:
FYI only - [customer name] with [organization] expressed dissatisfaction over price increase [enter their quote here]. Ticket is addressed but wanted you to be aware.
Before M1 approval
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Even though extensions will not be granted in M1, support will still forward requests to Deal Processing for final approval/denial |
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The RIC assignment form is now part of the initial contract signing. Therefore, when a no cost change order (NCCO) is signed by the homeowner, the installer will need to complete a new RIC assignment form as a subtask. |
Navigate to Operations phase, go to the current milestone (M1 or M2) and
click on the “NCCO” task. Then click the Generate button on the right side.
The “Generate Re-sign Contract” modal will open. Click on the Generate button to send the revised
contract to your customers for their signatures
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Requoting a job (post M1)
If a change order is needed for the amount financed, follow these steps:
Navigate to the Quote phase
Click on the “stacked 3 dot” icon next to the
signed quote and select “Re-Quote” to regenerate the quote.
You will see options to re-quote with the original pricing (“use expired pricing”) or new
pricing (“use current pricing”).
Select “Use expired pricing” and create the new quote
Go to the Operations phase and the M2 workflow, select the new quote that was
generated to use in the change order. Note: Because this quote has expired, it cannot
be used in a new contract.