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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An NCCO can be used to update a customer’s contact information (name, address) or ACH payment preference without the need to cancel the contract
As of now, these are the only items that can be updated with an NCCO:
spelling of name(s) on contract
adding a co-applicant to the contract (if the original contract doesn't include an individual who's on title for the property)
address update (i.e., unit number needs to be added, spelling of street name is wrong, etc.)
Salesperson's HIS registration # needs to be updated
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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. |
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