Disposition

Use

DWC Clarification

DWC failed and the agent called back to clarify terms of the contract.

Installer WC Inquiry

An installer inquiring about uploading a welcome call, or why the welcome call upload button is not on the platform. 

• Add the installer org in the disposition notes.

WC Complete - DWC Fail

Customer initially failed the DWC but passed a traditional WC

WC Complete - DWC Refused

Customer completed the traditional WC after refusing the DWC

WC Request - DWC Advise

Installer or Homeowner call in to request/complete a WC and the agent advises to complete DWC.

• If the installer makes the WC Request, add the installer org in the disposition notes.

STEP

ACTION

1

• Use the table below to determine the next steps:

IF:

THEN:

• Homeowner is calling Support due to a failed checklist attempt.

Background: When a homeowner indicates “NO” to any of the questions on the welcome checklist, they will be instructed to contact Support for us to clarify the terms of their contract.

• Log into Engine

• Locate the homeowner’s job.

• Confirm that the homeowner has NOT completed the welcome checklist requirement.

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• Review the “Welcome Checklist Upload” UTC link.

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Follow the steps for contacting and helping a homeowner locate their welcome checklist on MyEverBright

Note: If the homeowner has already completed the welcome checklist, please update the ticket with this observation, add the Request Type: Digital Welcome Checklist, and add the “DWC_COMPLETED” label, and close it. If the homeowner has a recorded Welcome call uploaded, add the “WC_Completed” label.

Homeowner is calling Support due to a failed checklist attempt.

 providing clarity to failed welcome checklist questions and transferring to the Welcome Call phone line

• A support ticket was received for a homeowner who failed the welcome checklist but did not contact Support.

Background: When a homeowner does not call Support the day that they failed the welcome checklist, a Support ticket is generated the day after in order for us to contact the homeowner and offer assistance.

• Log into Engine

• Locate the homeowner’s job.

• Confirm that the homeowner has failed the Welcome Checklist (toggle will not be selected)

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Follow the steps for contacting and helping a homeowner with a failed welcome checklist

• Homeowner refuses to complete the Digital Welcome Checklist.

Background: When a homeowner indicates “NO” refuses to any of the questions on the welcome checklist, they will be instructed to contact Support for us to clarify the terms of their contract. complete the DWC and would prefer to perform a traditional welcome call.

• Log into Engine

• Locate the homeowner’s job.

• Review the “Welcome Checklist Upload” UTC link.

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Follow the steps for providing clarity to failed welcome checklist questions and transferring to the Welcome Call phone line

A support ticket was received for a homeowner who failed the welcome checklist but did not contact Support on the day of

Background: When a homeowner does not call Support the day that they failed the welcome checklist, a Support ticket is generated the day after in order for us to contact the homeowner and offer assistance.

• Log into Engine

• Locate the homeowner’s job.

• Confirm that the homeowner has failed the Welcome Checklist (toggle will not be selected)

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Follow the steps for contacting and helping a homeowner with a failed welcome checklist

• Complete a traditional welcome call with the homeowner.

Refer to How to Handle a Traditional Welcome Call.

The installer is requesting a traditional welcome call or is asking why the welcome call upload button is not on the platform. 

Reminder: Installers will no longer have the option to manually upload the homeowner’s recorded Welcome Call beginning 02/27/2024.

The agent should redirect the installer to having the homeowner register on the MyEverBright portal and complete the DWC.

• Document the reason for the call.

• Use the ‘Installer WC Inquiry’ disposition.

• Note the installers org in the disposition notes.

STEP

ACTION

1

If

Then

• The phone number is incorrect.

• The agent should ask for the correct phone number and update it in the qualification phase prior to transferring the call to the welcome call line. The call can be deemed successful.

Proceed to step 2

• Other contact information is incorrect- (misspelled name, address, unit number)

• The call can be deemed successful if the installer completes an NCCO.

  • Update the customer’s information in the qualification phase.

  • Use the Welcome Call Status task in M1 notify the installer to complete the NCCO.

Hello,

This email is to notify you that the Welcome Call for [customer name and address] was completed, however the customer’s [enter incorrect information (i.e. name was misspelled)]. Please complete a No Cost Change Order (NCCO) to correct the information.

Please contact us if you have any questions at 833-830-0475 or send an email to support@goeverbright.com.

Thank you,

(Agent name)

Proceed to step 2

• If an update to email address is needed

• Tell the homeowner that we are not able to complete the Welcome Call and that the Installer should be reaching out to them to clarify any details.

  • Use the Welcome Call Status task in M1 notify the installer:

    Hello,

    This email is to notify you that the Welcome Checklist for [customer name and address] was rejected due to the homeowner’s email address being incorrect. Please cancel the workflow, update the email address in the qualification phase, re-quote, and send the updated contract for signature.

    Please contact us if you have any questions at 833-830-0475 or send an email to support@goeverbright.com.

    Thank you,

    (Agent name)

Proceed to step 2

• If an update to email address is needed

• Tell the homeowner that we are not able to complete the Welcome Call and that the Installer should be reaching out to them to clarify any details.

  • Use the Welcome Call Status task in M1 notify the installer

    Hello,

    This email is to notify you that the Welcome Checklist for [customer name and address] was rejected due to the homeowner’s email address being incorrect. Please cancel the workflow, update the email address in the qualification phase, re-quote, and send the updated contract for signature.

    Please contact us if you have any questions at 833-830-0475 or send an email to support@goeverbright.com.

    Thank you,

    (Agent name)

Proceed to step 2

• For all other missed questions

• Review the questions the homeowner responded “NO” to and provide any needed clarification

Proceed to step 2

2

• Warm Transfer the homeowner to the “Welcome Call” phone line for a traditional welcome call to be completed.

  • Provide the homeowner’s name and property address to the receiving agent.

  • Select the DWC Clarification Disposition in CXone

• If there is an auto generated ticket:

• Note in the Ticket:

  • Outcome of the call

  • Add the Request Type: Digital Welcome Checklist

  • Add the “DWC” label to the ticket.

  • Close ticket

• For all other missed questions

• Review the questions the homeowner responded “NO” to and provide any needed clarification.

Proceed to step 2.

Homeowner with a PPA asks for clarification regarding hail damage.

Response: We will be adjusting our welcome call script to remove the word "Hail", as hail is a covered damage expense. Please refer to the section of your contract that details the Insurance (Section 14 section b). The Power Purchase Agreement contract is a binding agreement between Everbright and yourself. You may proceed with the job under the terms the contract provisions or wait until we correct our Welcome Call Script to adjust the verbiage, either way Hail will be covered. Feel free to reach back out for any further clarification.

2

• Warm Transfer the homeowner to the “Welcome Call” phone line for a traditional welcome call to be completed.

  • Provide the homeowner’s name and property address to the receiving agent.

    • Also provide the WC agent with any updates to the customer’s contact information (i.e., phone number, name, address, etc.)

  • Select the DWC Clarification Disposition in CXone

• If there is an auto generated ticket:

• Note in the Ticket:

  • Outcome of the call

  • Add the Request Type: Digital Welcome Checklist

  • Add the “DWC” label to the ticket.

  • Close ticket

STEP

ACTION

1

Contact homeowner by phone.

IF:

THEN:

Homeowner contacts Everbright because they failed the Digital Welcome Checklist.

Advise:

Thank you for contacting EverBright. I will be assisting you today with providing clarification on the questions you are unsure about. This checklist is required to be completed with an answer of “YES” to all questions to move forward with your solar project.

Follow the steps for providing clarity to failed welcome checklist questions and transferring to the Welcome Call phone line.

Important: Please do not stay on the phone with the homeowner. Warm Transfer the homeowner to the “Welcome Call” phone line for a traditional welcome call to be completed.

The agent contacts the homeowner because the homeowner failed the Digital Welcome Checklist, and the homeowner answers the call.

Advise:

“Hello (Homeowner Name),

I am calling from EverBright Support to discuss the questions on your recently completed Welcome Checklist. This checklist is required to be completed with an answer of “YES” to all questions to move forward with your solar project. I will be assisting you today with providing clarification on the questions you are unsure about.”

Follow the steps for providing clarity to failed welcome checklist questions and transferring to the Welcome Call phone line.

Important:After helping the homeowner register for MyEverBright and directing them to complete the welcome checklist, please Please do not stay on the phone with the homeowner. A requirement of completing the checklist includes Warm Transfer the homeowner certifying that they completed the checklist on their own.

If the homeowner registered and was unable to complete the checklist because the complete checklist button was greyed out, this is likely because the contract was sent on or before 10/30 and the old workflow populated. The agent should complete a traditional Welcome Call in this scenario. A good way to tell is to go to Ops phase and the Welcome Call task will be there (not the Welcome Checklist task).

Homeowner does not answer/receives voicemail.

Advise to the “Welcome Call” phone line for a traditional welcome call to be completed.

The agent contacts the homeowner because the homeowner failed the Digital Welcome Checklist, and the homeowner does not answer and/or the agent receives voicemail.

Advise:

“Hi (Customer Name), this is (Agent’s Name) from EverBright Homeowner Support. We are calling to discuss the questions on your recently completed Welcome Checklist. Please give us a call back at 833-830-0475. We are open every day from 6 AM to 8 PM Pacific Time / 9 AM to 11 PM Eastern Time. We look forward to hearing from you!”

• Select the Left Voicemail Disposition in CXone

Note in the support ticket:

• Outcome of the call and attempt #

• Add the Request Type: Digital Welcome Checklist

• Add the “DWC” label to the ticket.

• Determine # of outbound attempts and follow the decision matrix below.

IF:

THEN:

If there have been less than 5 outbound attempts

Arrange a Callback Commitment for Digital Welcome Checklist Outbound Support for the following business day.

Stop

If this is the 5^th attempt

Notify the installer of our inability to connect with the homeowner.

Close the ticket.

Stop

STEP

ACTION

1

• Adhere to outbound call time restrictions.

• Schedule a callback commitment in CXOne

• Enter a note with the following details:

  • Project Address

  • Homeowner’s Name, as it appears on the agreement.

  • Homeowner’s Phone Number

  • Outcome of the call and attempt #

STEP

ACTION

1

• Copy the Installer’s email address from the contract phase in the homeowner’s job.

• Navigate to Milestone 1 in the Operations phase of the customer’s job.

• Click on Welcome Call Status

• Click on Send Email

Expand
title Send Email screenshot
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• Add the Installer’s email address in “Additional Recipients.”

• Add a Custom Note:

Hello,

We have not been able to speak with (homeowner name) to complete the required digital welcome checklist. Please contact the homeowner and advise them to call us at 833-830-0475 to complete the checklist. We are available every day of the week from 9am to 11pm Eastern Time.

Thank You,

(Agent name)

Question

Answer

Are you aware that by making larger or additional payments before the end of the 18^th month your account is active, the amount due for your subsequent monthly payments may be reduced?

Your solar financing payments are re-amortized once at month 18. If you make only the buydown payment (by month 18), your subsequent payments will be $X.XX. In addition to the buydown, if you choose to make extra or larger payments before month 18, your subsequent payments will be lower than $X.XX.

Your agreement states that if you choose not to exercise the buydown option and you pay by ACH, you will have 18 monthly payments of $X, 281 monthly payments of $X, and then 1 additional payment of $X. Is that correct?

Your solar financing payments are re-amortized once at month 18. If you make only the buydown payment (by month 18), your subsequent payments will be $X.XX. If you choose not to make a buydown payment, your payment will be $X.XX when the loan re-amortizes.

The annual percentage increase for your price per kilowatt hour is X%. Is that correct?

If the customer questions why the price is increasing yearly (PPA’s)

It’s simply how the pricing is structured. The escalator is similar to inflation. While circumstances differ utility by utility, generally speaking, energy prices have increased steadily over time. The difference with the PPA is you know exactly what your future rate will be as it is pre-negotiated and it is a modest [X.X]%.

Do you understand that you will have utility charges and may still have to purchase additional electricity from the utility?

Customers don’t understand why they might still have a utility bill

Peak electricity consumption generally happens in the late afternoon/evening hours, combined with the fact that your solar system only generates electricity during daylight hours. Therefore, unless you have battery storage and/or backup, you will need to pull electricity from the grid during other parts of the day in order to provide power to your home.

Return to Process

STEP

ACTION

1

Passed Welcome Checklist

If the homeowner answers “YES” to all questions, that is considered a passed Welcome Checklist. Once the homeowner successfully passes the Welcome Checklist, the checklist will automatically be uploaded into the homeowner's job in Engine and the “Welcome Checklist Complete” item will be toggled.

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Failed Welcome Checklist

If a homeowner answers “NO” to any of the questions on the checklist, it is considered a failed Welcome Checklist, and the homeowner will receive a message to contact EverBright’s support team. The checklist will be uploaded into the homeowner’s job in Engine and will indicate that it is a failed Welcome Checklist, and the “Welcome Checklist Complete” item will NOT be toggled.

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If the homeowner is having that issue, try the following.

• Look at the dropdown in the upper righthand corner, where you see an "address". see if there is a dropdown option to select a different record there. If so, that other option may be the correct agreement that the customer wants to look at and complete the DWC for.

• Check the admin-side of MyEverBright for a customer who says their Early Access page looks incorrect. Cross reference that customer detail page in MyEverBright with the job in Engine. Specifically, look in engine for a previously signed contract on the job, and see if it's canceled. Looking at the "canceled" contract ID in engine, you can then press the "archive" button on MyEverBright associated with the agreement.

The option to submit the Welcome Call manually has been removed. Are there any training materials that I can share with my team to understand the new Digital Welcome Checklist requirement? 

Provide the installer with the DWC Info Guide and or the training video for a step-by-step guide to the DWC. Here we walk you through the steps the homeowner needs to take and share what the installer needs to know about how a pass/fail is reflected in Engine.

Why was the Welcome Call changed to a digital, self-service format?

Prior to launching the Digital Welcome Checklist, we received valuable feedback from our installers via NPS surveys and interactions with our support team requesting that we reduce the time and effort required to complete the Welcome Call. In response to these installer requests and to improve the onboarding of new homeowners, EverBright chose to shift to a more streamlined, self-service digital process. This new system has relieved the installer of the responsibility of overseeing the uploading of recorded Welcome Calls and has reduced Customer Support’s welcome call volume. 

Are the Digital Welcome Checklist questions the same as what was included in the Welcome Call? 

The questions are very similar although we have made a few updates including changing them from questions to statements that require “Yes” or “No” responses.

Can I be present to assist the homeowner when he or she is conducting the DWC?

Yes, you can support them through the digital process, however, you must not coach any of their responses. 

How will I know if the homeowner has passed or failed the DWC?

Once the homeowner passes the digital welcome checklist, the operations phase is updated, and under the Welcome Checklist task, a toggle will automatically turn to blue reflecting “Welcome Checklist Complete” on the bottom right-hand side of the screen. If the homeowner fails the checklist, the task will show “In Progress” next to a yellow button in the upper right and lower left-hand corners of the screen.