Background: A workout plan is to assist homeowners with reaching PTO when an installer goes out of business or is struggling to complete their pipeline/jobs. These homeowners are typically reassigned to a new installer and if payments are due before PTO, these payments are paused.
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Step | Action | |||||||||
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and proceed to Step 2 | |||||||||
2 | Follow the following steps to determine if the customer’s job is part of a workout plan:
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3 | Reference the following table based on the workout plan for the specific installer for specific scripting based on the customer’s concern: | |||||||||
IF: | CUSTOMER’S CONCERN: | THEN ADVISE: | ||||||||
Known PTO Delayed Organizations - EverBright Workout Plan |
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“We appreciate your patience. Your installer has known PTO delays due to a variety of reasons such as material sourcing, utility/inspection deadlines, and/or additional work required. They are committed to finishing your job. Please reach out to them for updates.”
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“Your billing is automatically being paused and no payments will be due until after your system is operational. Your monthly payment amount and total number of payments will remain unchanged.”
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“Your billing will start once your system is operational/PTO has been reached.”
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“The original email communication was sent to you to the email address on file. Please check your email inbox.”
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Paused payments & reassigned to new installer |
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“Thank you for your patience. Your original installer is out of business and your job has been transferred to a new installer who is committed to finishing your job. Please reach out to them for updates.”
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“Your billing is automatically being paused and no payments will be due until after your system is operational. Your monthly payment amount and total number of payments will remain unchanged.”
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“Your billing will start once your system is operational/PTO has been reached.”
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“The original email communication was sent to you to the email address on file. Please check your email inbox.”
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4 |
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Type of Workout Plan: | Organization: | ||
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Known PTO Delayed Organizations - EverBright Workout Plan |
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Paused payments (If RIC 1.0) & reassigned to new installer | Organization: | Transfer Job To: | |
American Solar Advantage Inc. |
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BEST Solar, LLC | Green Light Solar | ||
Harness Building Solutions |
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Reference SOP: How to Handle Infinity Communications | |||
Headline Solar LLC | Fastrack | ||
Infinity Energy, Inc. |
Reference SOP: How to Handle Infinity Communications | ||
Lifetime Power, LLC | Straightline Solar Group, LLC | ||
Penguin Home Solutions | RnR Roofing | ||
Renewable Resources | Generation Solar LLC | ||
Shield (M3) |
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Reference SOP: How to Handle Infinity Communications | |||
Skyline Solar, LLC | Senga | ||
Stronger/Stable |
Reference SOP: How to Handle Infinity Communications | ||
Sun Energy Construction | Next Phase Energy | ||
Elite Energy | United Better Homes
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Levion | TBD | ||
Electriq Microgrid | TBD | ||
Sonovus | Lonestar for some jobs. They are finishing other jobs. | ||
South Plains Solar | TBD | ||
Additional FAQs for both types of workout plans
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