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Background: We may encounter scenarios where installers are not replying to homeowner’s or support staff calls/e-mails and/or other variant complaints such as being rude.

Installer was unresponsive to Homeowner:

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Step

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Action

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1

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Installer Complaint Escalations:

Back Office Team Procedure:

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• Email the installer to advice of the homeowner’s concerns and advice the installer to contact the homeowner by phone (You can use the Quick Reply named as “Unresponsive Install“)

• Add the Homeowner’s Email Address in the “CC” Field

If the installer made contact and the Homeowner is satisfied, thank : Provide short description of the issue

Populate the AM and Sales Manager Fields

	Action
1	Info Include phone number and best time to reach the homeowner	2	3	Self assign the case
2	Confirm the case and all interactions related to the case is properly related to the installer and the homeowner. Info If there are interactions that are not related to the installer and HO, reach out to the agent that took the interaction and request they update it.
3	Is this a Beam Customer?	If YES: Generate a task reminder in Salesforce to email the customer back after 1 week to follow up with an email to the homeowner Use the “Unresponsive Beam HO” quick reply If the homeowner is unresponsive Close the Case and STOP If Homeowner request a follow up Set additional 1 week task reminder to follow up with the homeowner Follow up with (risk@greentechrenewables.com) to get an update on the case If NO: Proceed to step 4
4	Set a task reminder to call the installer 2 days after the original date of complaint if the installer has not made contact with the homeowner.
5	Has the installer made contact within 2 days and is the homeowner satisfied?	1 If YES Thank the homeowner and close both (Email and related Case) by using the quick reply named as “ Unresponsive Done” Info Make sure to include the proper case closure comments prior closing the case
If the Homeowner has not heard from the installer in 2 days:
Install-Complnt Done” Close the case and STOP If NO Call the installer escalation number directly
6	Was contact made with the installer?	If YES Provide them with a description of the complaint and request that they call the homeowner to resolve their concerns. If NO Leave a detailed voicemail with a description of the complaint and the homeowner’s contact information and request that they call the homeowner to resolve their concerns
7	Set a task reminder for 2 days after the date of the call with a reminder to create a case assignment for Sales if the installer has not made contact with the homeowner.
8	Has the installer made contact within 2 days and is the homeowner satisfied?	If YES Thank the homeowner and close both (Email and related Case) by using the quick reply “Install-Complnt Done” Close the case and STOP If NO Proceed to step 9
9	Create a Case Assignment for the existing case Info Assign to Sales Referral Reason: Unresponsive Installer Referral Comments

Expand
title Locating the AM and Sales Manager
Navigate to the homeowner’s account page and click on the Parent Account (Org)   Image Removed The AM and the Sales Manager are located on the details page:   Image Removed

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• Work the case and close when complete

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: See Template Referral Comment Template: The installer has been unresponsive in our outreach attempts to resolve the homeowners concern of ______. We would like your assistance in receiving a response or update from the installer regarding: Do they have recent communications with the homeowner? What does that look like? Have they addressed or contacted the homeowner about this specific concern? If not, why? If so, what updates can they provide How do they plan to make this right for the homeowner? Or if they do not feel they need to, can they provide details on why along with any documentation? (Insert any other specific homeowner related concern question) (If misrepresentation or fraud related) How did the sale occur (in person, remote, phone)? Who did the sales rep speak with? Do they have any documentation on this? How did they review the proposal or savings with the customer? What language was the sale in? How did the signature occur (homeowner's device or rep's device)? Thank you, (Agent name)
10	Follow up with the homeowner via email every 5 days at minimum until resolution to assure them we are still working on their case and check to see if the installer has contacted them directly.
11	If the AM has not responded to the case assignment after 5 days, tag Cassandra Mercado in the case feed
12	Once resolved, close the case and notify the homeowner

Procedure For Concert/Beam Customers:

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We must generate this commitment once a week (This means that we will need to update the Homeowner once a week until we get an update or resolution from Green Tech Renewables.

• For PTO delays or unresponsive installer, use the quick reply“Unresponsive Beam“

• For all other complaints provide a detailed description of the issue

	Action
1	If this is for a Concert/Beam Customer; Send the Send an email to Risk@greentechrenewables.com instead of the actual Installer (You can use theQuick Reply named as “Unresponsive Beam“)	Note DO NOT add the Homeowner in the “CC” Field for Concert/Beam Customers	2	Once we send the email to Green Tech Renewables; Create a Commitment Email in CXone to let the Homeowner know that we are currently working on obtaining updates by using the quick reply named as “Unresponsive Beam HO”
Info
2	Assure the customer that we will follow up once we have an update.
3	Create a homeowner Case in Salesforce	Info Primary Reason: Installer Complaints Secondary Reason: Select the most appropriate option based on the complaint type Provide a detailed description of the issue, including a summary of the complaint Upload any supporting documentation to the case
4	Leave a note on the case feed that the initial outreach to Greentech has been made
5	Unassign yourself from the case and reassign it to the back-office queue