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Rafael Gonzalez

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Background: Our agreement with the Homeowner permits them to cancel the deal under certain eligibility requirements after signing the contract

Note

Homeowners are eligible for cancellation 10 days after the contract signing or M1 Approval, (whichever occurs later)

Once cancelled, the workflow enters “Cancel Pending” status for 14 business days. During this period, the workflow can be restored to an active state.

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Eligibility for Cancellation

Navigate to the current Milestoner Milestone in the Operations phase in Engine to determine eligibility.

Note

Homeowners are eligible for cancellation 10 days after the contract signing or M1 Approval, (whichever occurs later)

Milestone

Eligible fo Cancel by support?

Special Actions

Beam/Concert Customers (Any Milestone)

No

Inform the customer we are unable to cancel

M1

Yes

Verify and Authenticate

M1A

Yes

Verify and Authenticate

M1B - Invoice Not Uploaded

Yes

Verify and Authenticate

M1B - Invoice uploaded

No

Inform the customer tha we are unable to cancel the job, Because equipment has been ordered. We will submit the request to our Deal Processing team for approval

  • Create a New Case

    • Primary Reason - Account Management - Cancellation

    • Case Description

      • Cancellation request - M1B with invoice uploaded

  • Generate a Case Assignment for Deal Processing

    • Referral notes

      • Cancellation request - M1B with invoice uploaded

M2 - System Photos NOT Uploaded

  • Ask the customer if Equipment has been installed in their Roof already

    • If YES:

      • Inform the customer we are Unable to cancel

    • If NOT:

      • Yes, We can cancel

Verify and Authenticate

M2 - System photos Uploaded

No

M3

No

Note

Only jobs that are eligible for cancellation can be cancelled by a support agent (No Exceptions)

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Support agents are only authorized to process eligible cancellation requests with the homeowner’s consent After Verification and Authentication

From the Homeowner:

Expand
titleCLICK HERE

By Phone

  • From the Homeowner's phone number on record:

  • NOT From the Homeowner’s phone number:

    • Email a 4 digit verification code to the Homeowner’s Email on record

      • If the code is confirmed, proceed with the request.

      • If not; require a written cancellation request from the Email address on record

By Chat

By Email

By Postal Mail (Paper Cancellation)

  • Homeowner signed and dated copies of a cancellation notice or a Telegram

From Installer/Rep:

Expand
titleCLICK HERE

If the Installer has the Cancel Button Available on the Workflow:

  • Guide them to cancel by clicking the “Cancel Workflow” “Cancel Workflow” Button

If the Installer does not have the Cancel Button:

  • We will only accept installers/reps request to cancel on behalf of the homeowner with confirmation from the homeowner via either:

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Step

Action

1

  • Always verify the person making the request prior to providing information on a customer account

2

  • Determine if the job is eligible for cancellation

IF YES:

IF NOT:

  • Stop (The job cannot be cancelled)

3

  • Verify and authenticate the request is coming from the Homeowner

Installer/Rep requests on behalf of the homeowner will only be processed after we receive the homeowner’s validated request.

IF YES:

IF NOT:

  • STOP, this job cannot be cancelled without the homeowner’s verified request

4

  • Isthe job in “Cancel Pending” “Cancel Pending” Status?

IF YES:

  • Click “Reject All” “Reject All” and then “Submit Review”“Submit Review”

  • Then; Proceed go to the next step 5

image-20231010-203353.png

IF NOT:

Go to Step 5

5

  • Cancel the job in Engine

  • Click the cancel workflow button in OPS phase

image-20241018-182253.png

  • Choose a reason for cancellation:

    • Homeowner Request

    • Cancellation

    • Milestone Aged

    • Failed Qualification

    • Product Change

    • Requested

    • Other

6

Update the homeowner’s record in Salesforce

  • Navigate to the Homeowner’s Profile within Salesforce and leave a comment into the Feed with the reason of cancellation

7

Notify all contract signers, Installer & Homeowner

  1. Create a new email in CXone, selecting the “Email“Email-Homeowner OB” OB” skill.

  2. Address the email to the homeowner and CC all contract signers (Including the Installer).

  3. Use the Quick Reply “Cancel“Cancel-HO Email” Email” template.

  4. Fill in homeowner’s name, agreement number, today’s date, and the restore date.

  5. Send the email and complete disposition notes.

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Step

Action

1

If YES:

If NO:

  • STOP, this job cannot be cancelled

2

  • Confirm the Cancellation request is coming from a Telegram

  • Download the Attached Document

image-20240909-180656.png

3

  • On your PC, open “Documents”

  • Locate the downloaded document and open the file (It should open automatically with Adobe Acrobat Reader as a PDF)

image-20240910-123013.png

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Do NOT open the file from the Browser

image-20240909-194441.png

4

  • Once in PDF; Click on “Fill & Sign”

image-20240909-204447.png

5

  • Click on “Add Signature”

image-20240909-205822.png

6

  • Type “Kristi Traugh” as the name on the new signature

Note

DO NOT add your Name

  • Then click on “Apply”

image-20240910-124056.png

7

  • Add the signature created into the “Signature of Receiving Attendant” Field and click to paste it

image-20240910-124234.png

8

  • Once the signature has been added, hover your mouse over each of the following fields and click to add the signature box in the corresponding area

image-20240910-124611.png

9

  • Type the following information:

  • Print Name of Receiving Party Attendant: Kristi Traugh

  • Position or Relationship of Receiving Attendant: Senior Mgr Special Projects

  • Date: Type the Current Date

  • Additional Comments: The contract has been cancelled on (Add the date of cancellation)

  • Save the file

image-20240910-125125.png

10

  • Reply to the email making sure that the Telegram’s Email Address and the correct Recipients are in there:

Recipients (Contract Signers):

Return to Process and complete cancellation of the job in Engine

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Guiding the installer to the cancel workflow button

Step

IF

Then

1

  • The Installer HAS the “Cancel Workflow” Button available in the Engine Platform from the Operations Phase

  1. Guide the Installer to cancel the workflow by clicking the “Cancel Workflow” button

image-20241018-182253.png

  • The installer must choose a reason from the dropdown menu for the cancellation

    • Homeowner Request

    • Cancellation

    • Failed Qualification

    • Product Change

    • Requested

    • Other

2

  • The Installer does NOThave the “Cancel Workflow” button available in Engine

  • We can process the request from the homeowner on eligible jobs with either:

Return to Process

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