Content Comparison

1

• Sales Representative/ Installer will try to quote a project with an annual usage above 20,000 kWh. However, the system will block it by showing the following error:

2

• Have the sales rep/ Installer upload the homeowner's utility bill from the last 3 months, at a minimum, through the documents side menu.

3

• Has the Utility Bill been uploaded?

IF YES:

• Go to Step 4

IF NOT:

• Notify the Sales Rep/Installer that the only way to proceed with a project when the Historical usage exceeds the limit is by providing the homeowner’s utility bill from the last 3 months, at minimum. to reflect that usage

4

• If the Utility Bill has been uploaded then Click the 3 dots next to the uploaded utility bill

• Click on “Download”

5

• Once you open the Utility bill, locate the Historical Usage (kWh)

6

• Go to the Usage Phase and navigate to the Annual Usage Graph and make sure that all months provided on the utility bills match the values entered on the Usage Phase under the “Historical Usage”

7

Does the monthly utility value entered in the usage phase match what is shown on the utility bill?

IF YES:

• Go to Step 8

IF NOT:

8

• Click the Job Summary icon

• Scroll down to the Support section and click the “Update Usage Limit” button

9

• Update the usage limit ONLY by referencing the Initial Total Amount that the Usage Phase was showing up

• Finally; Click on “Update”