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(Main Page)
Background: Our agreement with the homeowner permits them to cancel the deal within certain days of signing the contract.
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When the “Cancel Workflow” Button is clicked, the workflow will go into a “Cancel Pending” Status for 14 Business Days. During this timeframe, the workflow can be restored to its active state.
After 14 Business Days, the workflow will transition into a fully canceled status
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IMPORTANT: Once the Workflow is Fully Cancelled, this triggers an automated notification of cancellation that will be emailed to the homeowner and the workflow will NOT be able to be restored |
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Milestone | IF | Then | Reference | ||||||
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M1 |
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Remember: Cancel ONLY if the HO has sent the written statement |  | ||||||||
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M2 |
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If there is a VALID suspected error on the part of EverBright or the Installer about the contract, gather as much information as possible from the customer’s job:
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Remember: Cancel ONLY if the HO has sent the written statement |  | |||||||
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M3 |
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If there is a VALID suspected error on the part of EverBright or the Installer about the contract, gather as much information as possible from the customer’s job:
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Milestone | IF | Then | Reference | ||||||
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M1A |
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Remember: Cancel ONLY if the HO has sent the written statement |  | |||||||
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M1B |
| We will need to notify Deal Processing about the Cancellation Request (The Back Office Support team will be handling this communication with DP so Make sure to specify in the elevated email if the request is coming from HO, Sales Rep or Installer
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Remember: Cancel ONLY if the HO has sent the written statement |
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M2 or M3 |
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If there is a VALID suspected error on the part of EverBright or the Installer about the contract, gather as much information as possible from the customer’s job:
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