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• If a homeowner requests that a Workflow be restored, be sure that the homeowner submits the request in writing. The request will only be accepted within 3 days of the initial request to cancel.

The agent should send the request to DP:

• Create a ticket.

• Title it ‘Restoration – H/O name - Org’

• Add the email address of the homeowner.

• Add the installer’s org name.

• Add the homeowner’s address.

• Add the job link.

• Update the ticket status to ‘Waiting for Deal Processing.’

• If an installer reaches out to restore a workflow that was cancelled at the homeowner's request, the homeowner will need to submit their approval in writing. Requests will only be accepted within 3 days of the initial request to cancel. After that, the homeowner will need to re-sign. Reply to the homeowner in the original ticket (if available), otherwise create a linked ticket from the installer’s request.

Response: (Installer’s name) has advised EverBright that you have decided to proceed with your solar project. Please reply to this email and confirm your intent to reinstate your EverBright agreement. Thank you!

• Create a ticket.

• Title it ‘Restoration – H/O name - Org’

• Add the email address of the homeowner.

• Add the installers org name.

• Add the homeowner’s address.

• Add the job link.

• Update the ticket status to ‘Waiting for Deal Processing.’

  • This will create a duplicate ticket in the DP queue and Deal Processing will process the request.