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NCCO can be use to update the following:

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Homeowner’s Name (Spelling of name on contract)

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Homeowner’s Address (i.e.: Unit Number needs to be added, Spelling of street name is wrong, etc.)

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Sales Rep or Contractor’s name

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The salesperson’s HIS Registration # needs to be updated

We will ONLY accept requests to update information if the request is coming from the Homeowner through:

Phone Call:

  • If the Homeowner is calling from the same phone number on record

Please refer to the following article (Click Here)

Email

  • Only If the phone number is what needs to be updated. In that case the homeowner must contact us through Email by using the same Email address on record

NCCO will not be applicable to update the Email Address since NCCO will be used only for required changes AFTER the contract has been signed)

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If the Email address is incorrect or a cosigner is added, the workflow will need to be canceled and new contract generated

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If the contract has NOT been signed and the Homeowner is contacting us from the same phone number on record: we will be able to update the Email address in Engine without an NCCO by simply voiding the contract, then updating the correct email on the Qualification Phase

Once the required information has been updated by support then The Sales Rep/Installer will need to use the NCCO Featureand generate a No Cost Change Order

Always ensure that if you modify the address, this one should match the address listed under ‘For Property Located At’, and NOT the one under “mailing address

Step 1

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Step 2

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Step 3

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Info

All other additional requests for NCCO changes should be directed through a case assignment to Deal Processing

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Instructions for how installers can generate

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a Change Order (HCO/NCCO/ICO)

(Go Back to Main Menu)

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Step

Action

Reference

1

  • Navigate to “Operations Phase”, go to the current milestone (M1 or M2) and click on the “Change Orders (HCO/NCCO/ICO)” Task

  • Then click the “Generate” Button on the right side

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2

  • The system will show you a pop up window including the information related with the change order you are trying to generate.

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If it is an HCO/NCCO select the option applicable to your job and then; Click on the “Continue” button to send the revised contract to your customers for their signatures

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If it is an ICO select the ICO option (If Applicable)

  • It will display a window with the old and new values

    • then; Click on the “Generate” button to send the revised contract to your customers for their signatures

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3

To update the Sales Rep or contractor’s name, Use the NCCO Edit Signers task:

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