The eligibility modal is a bell icon that can be found at on the right side of every job. This modal provides various useful details on product eligibility, including:.
The number of products a job is eligible for. In the example below, the job is eligible to quote 9 products.
When is the eligibility modal updated?
The eligibility modal is updated each time a new update is made on phases that have a direct effect on product rules. This includes but is not limited to:
- The address (which state is the address located)?
- The Utility selected on the Usage phase, and
- A list of all financing products an organization has, as well as notes on whether the job is eligible or not to quote the specified product.
- The reason/s on why a job is ineligible to quote a product, Several project details, such as project size and modules used,
How do I check which products are eligible to quote for my project?
To check, you may simply click on the eligibility modal. A drawer will then open, showing all products available to quote for an organization.
- Eligible products are highlighted in green and placed on top of the list
- Ineligible products are listed below in red.
How do I make a project eligible to quote a particular product?
As you can see on the screenshot above, ineligible products are listed with details on why the product can't be quoted based on product rules. This includes
...
the phase
...
where the revision has to be done to be able to quote the product for the job, as well as a list of eligible values
...
, if applicable.
Below are some examples with notes:
>> The eligibility modal is automatically populated with eligible products as early as when an address is entered. This will then change and update depending on the project design once it's completed, on whether it would pass product rules or not.
...
- How do I write a support article?
- Article link 2
- Article link 3
Still have questions? Contact support@sighten.io or start a chat with us when you are logged into the platform.