Background: A homeowner or installer requests to restore or reinstate a Workflow that has been canceled.
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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.
(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.
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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.’
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Deal Processing will NOT restore any workflows over 3 days, unless it is a duplicate workflow that was canceled by EverBright CANNOT restore the workflow after 72 hours. A new contract will have to be signed. Do not send a request to DP to restore the workflow after 72 hours. |