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Organization | Date Notifications Sent | Action |
Sol Nova | 03/03/2023 | Installer Payment Arrangements |
Small Town Solar | 03/03/2023 | Installer Payment Arrangements |
Green Light Solar | 03/09/2023 | Installer Payment Arrangements |
Renewable Resources | 03/03/2023 | Paused Payments |
Shield | 02/13/2023 | Paused Payments |
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Procedure
Assign the ticket to yourself.
Navigate to the
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PTO Clean Up .xlsx. Agents have been pre-assigned tickets to close based on the Org.
Click on the link to the ticket and reassign it and any linked ticket to yourself.
Follow the procedure below for replying and closing ticket
Fill out the required fields in the spreadsheet
Closing the Homeowner PTO Ticket
Reporter: Homeowner’s email address
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As you may recall, EverBright is the financing company for the solar system being installed on your home. We sent out an email notification on [MM/DD/YYYY] to inform you that we have coordinated with your installer [Installer NameOrganization] to have them cover your monthly payments until your system is operational. This installer payment will automatically be applied to your account, and no payments from you will be due until after your system is operational.
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