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Rafael Gonzalez

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Background: A contract holder, homeowner, or an authorized representative acting on behalf of the contract holder may reach out to our support team via phone, chat, or email for assistance with their system operations.

The types of inquiries we handle include, but are not limited to:

  • Accessing their system monitoring platform

  • Viewing their system monitoring data

  • Requesting maintenance or repairs

  • Reporting system damages

  • Addressing system outages

Note

WE DO NOT PROVIDE PANEL CLEANING AS PART OF OUR MAINTENANCE SERVICES

...

Step

Action/Event

1

  • Agent must determine if the job is M3 approved or not

IF M3 Not Approved:

IF M3 Approved:

2

  • Reply to the customer:

“Based on the current status of your job in our system, the final milestone has not yet been completed, and system production monitoring is currently unavailable. For further assistance, please contact your installer directly”

  • Provide the Installer’s Contact information

  • Enter Disposition Notes and Stop

...

Step

Action

1

  • Identify if the problem with the monitoring information or system production information is coming from the “MyEverbright” Portal or the “Manufacturer” Site

If it is with “MyEverbright”:

Go to Step 2

If it is with the Manufacturer Site:

Go to Step 3

2

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  • Look up for the customer by typing the Homeowner’s Name in the Search Box

Info

Once you type the name the screen will show up different results, so make sure to access the one with the correct contact information on record

image-20240906-184729.pngimage-20240906-185220.png

  • Click on “Impersonate”

Info

This will allow you to view the system from the customer’s perspective.

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Now you can see if the system is running correctly and communicating production to us

  • Ask the customer to please log into their MyEverbright Portal and once in there follow the next steps:

  • Click on “System”

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  • Once in there the customer will be able to visualize the following:

Info

  • Current Power

  • Today’s KWh

  • Current Month’s KWh

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  • They can also check for:

Info

  • Inverter Name/Type

  • Capacity

  • Their Battery Storage Capacity (If Applicable)

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  • If the customer would like to check for the monitoring information by Date they can set the filters accordingly (This will be useful to understand if the system has been producing properly and constantly)

Info

They can filter By Date and Set the view based on Day/Week/Month/Year

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  • Based on the information reflected here; the agent will evaluate if the system has been or is producing correctly or not

This might generate questions from the customer such as:

  • If the system is producing why are we still receiving high utility Bills

  • If system is producing why I am not noticing significant savings?

  • If my system is not producing correctly what should I do next?

  • If the customer still have concerns about System Production/Monitoring

  • Go to Step 3

3

If the Concern is within the Manufacturer Site, Then:

  • Check for the type of inverter the customer has

  • Log into Engine

  • Navigate to “Project” Phase

    image-20240528-220246.png

  • Ensure the Correct project is selected

(If multiple contracts appear, select the one with the latest date signed)

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  • Locate the array and then look for the Inverter section . This will show up the Manufacturer Name

    image-20240906-194142.png

  • Provide the Manufacturer’s Contact information to the customer and Warm transfer to the appropriate company if available

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Enphase:

Additional questions that may be asked by Enphase:

1.Who is the host? (EverBright)

2.Homeowner Name

3.Homeowner Email Address

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SolarEdge

  • 1-510-498-3200

  • Hours of operation: 05:00am-05:00pm PST

  • Website: (Click Here)

  • Advise Enphase/SolarEdge that the customer is in need of assistance accessing their system monitoring.

  • Remain on the line until Enphase/SolarEdge states it is OK to release.

  • For PPAs, since EverBright is the owner of the system, Enphase/SolarEdge agent will ask if EverBright is authorizing the “customer” to obtain system monitoring information. EverBright agent will grant permission for the customer.

...

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For Personal Property Damage Claims refer to the following article (Click Here)

Note

WE DO NOT PROVIDE CLEANING AS PART OF OUR MAINTENANCE SERVICES

Step

Action

1

  • If the complaint is related to:

    • Cost Savings

    • High Utility Bills

    • The system seems to be working but they are not noticing savings

  • If the complaint is for:

    • Maintenance

    • System Repairs

    • System Outages

Go to Step 2

2

If the Job is RIC:

Info

IF RIC:

  • Refer the customer to their contract package for details about their manufacturer and Installer waranties

If the Job Is PPA:

IF PPA:

  • Refer the customer with our Service Department (Omnidian)

  • Provide our Service Department’s information and warm transfer to them (If it is a phone call)

  • Provide our Service Departments Information (If it is a Chat or Email)

NOTE:

  • Omnidian will facilitate communication between the homeowner and the installer.

  • If the customer states that they have already spoken with Omnidian, or Omnidian transfers them to us, we must (As part of the O&M process) create a SalesForce case with the O&M team to troubleshoot further

3

Enter Disposition Notes and Stop

...

Step

Action

  • Check if there is an Open Case related to this concern

Info

IF YES

  • verify if there is any new update and provide it to the homeowner

  • If there is NO Update then; check if its been more than 48 hrs since the case was created or latest update

  • Follow the O&M Escalation Process

Info

IF NOT

...