A customer may request to change their EverBright finance contract after the system has been installed. EverBright will allow the change under certain conditions.
Message to the customer:
Hello,
We have received your request. We will review your request and respond within 5 business days.
Regards,
Changes from one product to another (i.e. PPA to a RIC)
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Message to the installer:
Hello,
[customer name] [link to job] contacted EverBright and requested to change their contract from a [product] to [product]. EverBright will approve the change, under the following conditions:
[Org name] must also approve the change
[Org name] agrees to provide the customer with a new quote under the requested product (subject to current pricing)
[Org name] explains the difference between the two products and contracts
Funds from the original contract will be clawed back and then reapplied according to the terms of the new contract
[customer name] is expecting a call from their sales representative to explain these differences. Please reply to this email with your approval of the request.
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Message to the installer:
Hello,
[customer name] [link to job] contacted EverBright and requested to change their contract from a [product] to Cash. EverBright will approve the change, if [Org name] also approves. Be aware that conversion to a Cash deal will result in a clawback of all funds dispersed to date for the project. Please reply to this email with your approval of the request.
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