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You can now choose a specific task that you want to set up a notification for:
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Assuming we chose HOA Verification, you’ll then have to option to view all products with workflows that use this task. It would like this:
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After selecting the task and checking all products that have this task on its workflow, you can now choose the task updates that you’d like to notify the homeowner on. You can select All Statuses, and a homeowner will automatically be notified once the selected task is already in progress, ready, pending approval, rejected, or approved. Or you can just pick a couple of statuses that you find significant for the homeowner.
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The last option you’ll need to specify is if you’d like the homeowner to be notified through email or text.
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If you choose e-mail, a preview of the email will be shown, like this:
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Similarly, a preview will be shown if you choose to only send a text (note that if you choose both, only one preview can be seen):
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Examples
With the examples shown above, if we choose the following:
Task: HOA Verification
Task Status: Approved, and
Assuming that the specified task is used on these products' workflows: for Demo 3.99% Single Loan, Demo Lease, Demo PPA, PACE by RENEW Financing
Then, a sample text message will be:
Great news from Sighten Solar, Storage, EE Demo, you are one step closer to completing your project installation! HOA Verification is updated to Approved!
A sample e-mail would be:
Hi Homeowner First and Last Name,
Great news, you are one step closer to completing your project installation! HOA Verification has been updated to status Approved.
Custome Note
Got questions? Reach out to Operations Phase Assignee First and Last Name (Operations Phase Assignee Email) at Sighten Solar, Storage, EE Demo.