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Comment: Updated to reflect Case Management

Background: A Homeowner or Installer requests to restore or reinstate a Workflow that has been canceled.

Note

Important: Deal Processing CANNOT restore the workflow after 14 days including duplicate projects. A new contract will have to be signed. Do not send a request to DP to restore the workflow after 14 days.

To Restore an Agreement it is required to receive a Written Request from the HO via Email at (Support@myeverbright.com)

Process:

Where is the Restore request coming from?

...

AGREEMENT RESTORE PROCESS (PHONE & CHAT Support)

IS THE REQUEST COMING FROM:

From the Homeowner:

...

Background: A Homeowner or Installer requests to restore or reinstate a workflow that has been canceled.

Note

Important: Deal Processing CANNOT restore the workflow after 14 days including duplicate projects. A new contract will have to be signed. Do not send a request to DP to restore the workflow after 14 days.

To restore an agreement a written request from the homeowner from the email address on file is required.

Process:

Where is the Restore request coming from?

...

AGREEMENT RESTORE PROCESS (PHONE & CHAT Support)

IS THE REQUEST COMING FROM:

From the Homeowner:

We Have received a written confirmation from the HO to reinstate the agreement

IF

Then

Reference

  • The job was cancelled more than 14 business days ago

  • A new contract will have to be signed

Deal Processing will NOT restore workflows more than 14 business days since cancellation.

  • Red Banner will only show that it was canceled

image-20240604-141825.pngImage Added

  • Job still within 14 business days

  • The Red Banner will display the restore workflow timeframe

image-20240604-141139.pngImage Added

  • Locate the customer record in Salesforce and create a case at the contact record level.

https://goeverbright.atlassian.net/wiki/spaces/SS/pages/3264413720/Creating+and+Assigning+Cases#Creating-a-case

  • Request type -

    • Account Management: Restore Contract

  • Case description

    • Homeowner request to restore workflow.

  • Assign to Deal Processing

  • Referral Reason

    • Restoration Request

  • Referral comments:

    • Engine link of the job the Homeowner wishes to restore

We have NOT received a written confirmation from the HO to reinstate the agreement

IF

Then

Reference

  • The job has been cancelled more than 14 business days ago

  • A new contract will have to be signed

Deal Processing will NOT restore workflows after 14 business days of canceled

  • Red Banner will only show that it was canceled

image-20240604-141825.pngImage Removed

  • Job still within the 14 business days of grace time

Elevate to Email from CXone

  • We have not received a written confirmation from the Homeowner to reinstate the agreement

  • Confirm the customer is within the 14-business day limit

  • If within 14 business Days

(Click Here to see how)

  • The Red Banner will show the restore workflow timeframe

image-20240604-141139.pngImage Removed
Info

Add in the Email the:

  • Homeowner’s Email Address

  • Installer’s Org Name

  • Homeowner’s Property Address

  • Job Link (Engine Link)

  • Add a note stating that this request is coming from the Homeowner

We have NOT received a written confirmation from the HO to reinstate the agreement

...

IF

...

Then

...

  • We have not received a written confirmation from the Homeowner to reinstate the agreement

  • Ask the customer to send a confirmation Email at (Support@myeverbright.com) from the same Email on record

Before asking them to send the email; please check if they are within the 14 days or not.

...

  • If you need to send an email to the HO requesting confirmation you can use the following Script:

Info

Hello (Homeowner’s Name)

Based on our recent (Phone/Chat) Interaction. Please kindly reply this email to confirm if you would like to reinstate your Everbright Agreement with (Installer Org Name)

Thanks

(Agent’s Name)

From the Sales Representative / Installer:

We Have received a written confirmation from the HO to reinstate the agreement

...

IF

...

Then

...

Reference

...

  • Job has been cancelled more than 14 business days ago

  • New contract will have to be signed

Deal Processing will NOT restore workflows after 14 business days of cancelled

...

  • Red Banner will only show that it was canceled

...

  • Job still within the 14 business days of grace time

  • Reply to the Sales Rep/Installer by using the following script:

Info

Hello

Thank you for reaching out to EverBright.

We’ll be more than glad to assist you with this restore request.

We will be contacting the Homeowner through the Email address on record so we can get written consent to reinstate this contract. Once the confirmation is received we will proceed with the reinstatement

Thank you!

(Agent’s Name)

  • Red Banner will show the restore workflow timeframe

...

Info

Add in the Email the:

  • Homeowner’s Email Address

  • Installer’s Org Name

  • Homeowner’s Property Address

  • Job Link (Engine Link)

  • Add a note stating that this request is coming from the Sales Rep / Installer

We have NOT received a written confirmation from the HO to reinstate the agreement

...

IF

...

Then

...

  • We have not received a written confirmation from the Homeowner to reinstate the agreement

  • Explain to the Sales Rep/Installer that the HO will need to send us a written restore request at (Support@myeverbright.com) from the same Email on record

Before asking them to send the email; please check if they are within the 14 business days or not.

...

  • If you need to send an email to the HO requesting confirmation you can use the following Script:

Info

Hello (Homeowner’s Name)

(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!

AGREEMENT RESTORE PROCESS (JIRA Ticket - For Back Office Only)

IS THE REQUEST COMING FROM:

From the Homeowner:

Action

Reference

  1. Make sure the request is coming from the same Email address on record.

Info

This can be confirmed by checking in Sales-Force

image-20240605-154526.pngImage Removed

  1. If it is NOT coming from the same Email address on record reply to the customer:

Info

Hello

Thank you for reaching out to EverBright.

We’ll be more than glad to assist you with this restore request.

We will be contacting the Homeowner through the Email address on record so we can get written consent to reinstate this contract. Once the confirmation is received we will proceed with the reinstatement

Thank you!

(Agent’s Name)

  1. If IT IS coming from the same Email address on record; verify if the job still within the 14 business days for restoring or not

image-20240604-141825.pngImage Removedimage-20240604-141139.pngImage Removed

  1. If it still within the 14 business days: Update the ticket status to “Waiting for Deal Processing”

Info

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

image-20240604-174851.pngImage Removed

If the 14 business days passed: reply to the customer and then;

  • from the email address on record

  • If outside 14 business days

Unfortunately, we are not able to restore the agreement.

Please reach out to your Installer so they can assist you by creating a new contract

From the Sales Representative / Installer:

We Have received a written confirmation from the HO to reinstate the agreement

IF

Then

Reference

  • Job has been cancelled more than 14 business days ago

  • New contract will have to be signed

Deal Processing will NOT restore workflows that are more than 14 business days since cancellation

  • Red Banner will only show that it was canceled

image-20240604-141825.pngImage Added

  • Job still within the 14 business days of grace time

  • Confirm that the request was received from the homeowner’s email address on file.

  • Red Banner will show the restore workflow timeframe

image-20240604-141139.pngImage Added

  • Proceed to submit a restore contract request

We have NOT received a written confirmation from the HO to reinstate the agreement

IF

Then

  • We have not received a written confirmation from the Homeowner to reinstate the agreement

  • Confirm the customer is within the 14-business day limit

  • Explain to the Sales Rep/Installer that the HO will need to send us a written restore request at (Support@myeverbright.com) from the email address on file.

If a rep states that the Homeowner is struggling to send the email, the agent can elevate to email from CXoneto the HO requesting confirmation

  • Use the following Script:

Hello (Homeowner’s Name)

(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!

AGREEMENT RESTORE PROCESS (Back Office Only)

IS THE REQUEST COMING FROM:

From the Homeowner:

Action

Reference

  1. Confirm the request is coming from the Email address on record.

Info

This can be confirmed by checking in Salesforce

image-20240605-154526.pngImage Added

  1. If it is NOT coming from the same Email address on record reply to the customer:

Hello

Thank you for reaching out to EverBright.

We’ll be more than glad to assist you with this restore request.

We will be contacting the Homeowner through the Email address on record so we can get written consent to reinstate this contract. Once the confirmation is received, we will proceed with the reinstatement

Thank you!

(Agent’s Name)

  1. Ifthe request IS received from the Email address on record; verify if the job is still within the 14-business day limit

image-20240604-141825.pngImage Added
image-20240604-141139.pngImage Added

If within 14 business days:

  • Job still within 14 business days

  • Locate the customer record in Salesforce and create a case at the contact record level.

https://goeverbright.atlassian.net/wiki/spaces/SS/pages/3264413720/Creating+and+Assigning+Cases#Creating-a-case

  • Request type -

    • Account Management: Restore Contract

  • Case description

    • Homeowner request to restore workflow.

  • Assign to Deal Processing

  • Referral Reason

    • Restoration Request

  • Referral comments:

    • Engine link of the job the Homeowner wishes to restore

IfOUTSIDE of the 14 business days:

  • If 14 business days have passed, reply to the customer and Close the Ticket

Hello (Homeowner’s Name)

Thank you for contacting EverBright.

Unfortunately, we are not able to restore the agreement.

Please reach out to your Installer so they can assist you by creating a new contract

Thank you!

(Agent’s Name)

From the Sales Representative / Installer:

Action

Reference

  • Check the job in Engine to determine if the Cancellation status still within

the 14 Business Days or not

  • 14 business days

image-20240604-141825.pngImage Modified
image-20240604-141139.pngImage Modified

If

It still

within

the

14 business days:

  • Reply to the Sales Rep/Installer

by using the following script:info

Hello

Thank you for reaching out to EverBright.

We’ll be more than glad to assist you with this restore request.

We will be contacting the Homeowner through the Email address on record so we can get written consent to reinstate this contract. Once the confirmation is received we will proceed with the reinstatement

Thank you!

(Agent’s Name)

  • Create a Linked ticket

  • Title it “Restoration - (HO’s Name) - Org

  • Add the Email Address of the Homeowner

  • Add the installer’s Org name

  • Add the Homeowner’s address

  • Add the Job link

  • Reply to the HO

by saying:

Info

Hello (Homeowner’s Name)

(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!

  • Once we receive the HO’s confirmation

follow

  • , process the request using the “From the Homeowner” Procedure

(Click Here)

If

we areOUT

OUTSIDE of

the

14 business days:

  • Reply to the Rep

by saying

  • :

Info

Hello

Thank you for reaching out to EverBright.

Unfortunately, the grace

time

period to reinstate this agreement has passed. We are not able to reinstate the cancelled job.

A new contract will have to be sign. We apologize for any inconvenience.

Thank you!

(Agent’s Name)

  • Close the ticket

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