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Rafael Gonzalez

Rafael Gonzalez

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Background: HIS Licenses (Home Improvement Salesperson) licenses are required in certain states for sales representatives to legally contract solar projects. It is essential to verify that these licenses are accurate and properly reflected in our contracts.

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Steps

Action

1

  • Guide the Sales Representative acces the job in Engine, and click on the Settings Option located on the upper right corner

2

  • Click on Edit

3

  • Then you should be able to edit or add your HIS State License by selecting the State and the Number

4

  • Finally Click on Save

How to update HIS in Engine.mp4

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California - (Change Orders (HCO/NCCO/ICO) - HIS rejections

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Step

Action

1

  • Access the following Link: (Click Here)

  • Username: EverBright

  • Password: Everbright1!

  • Click Log In

image-20240430-175459.png

2

  • Scroll Down and Click on “Supervision Authorization”

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3

  • Click on “Start”

  • Then click on “Add”

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4

  • Enter the Sales Rep’s Name and Click Submit

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5

  • Click on “Detail”

  • Then; Verify if the HIS License Status is Active and has an Expiration date in the future

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6

If the License Number is “ACTIVE”

Expand
titleCLICK HERE
Panel
panelIconIdatlassian-check_mark
panelIcon:check_mark:
bgColor#FFFFFF

Close the Pop-pop box and click “Add”

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panelIconIdatlassian-check_mark
panelIcon:check_mark:
bgColor#FFFFFF

Then Change the “Status” to “Active” and Choose Today’s date Below

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panelIconIdatlassian-check_mark
panelIcon:check_mark:
bgColor#FFFFFF

Finally, Click on “Close and Save”

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If License Number is “INACTIVE” or “LAPSED”

Expand
titleCLICK HERE
Panel
panelIconIdatlassian-check_mark
panelIcon:check_mark:
bgColor#FFFFFF

Reject the ticket and notify the installer that the sales representative does not have an active HIS License to link

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Step

Action

1

  • For all Maryland projects (EverOwn and PPA), the Salesperson and HIS number will be listed under “Salesperson” section within the Customer Name and Address segment on Page 2 of the Agreement

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2

  • Visit the State of Maryland (MD) License Lookup

(Click Here)

3

  • Under Last Name, enter the last name of the Salesperson on contract and click “Search”

image-20240524-172601.png

4

  • The next page will open, showing the results of the MD HIS license search

Info

If the MD HIS license is found, this means the license number is “active” as the search does not show inactive licenses

  • Confirm the name on the license matches the salesperson’s name on contract

  • Confirm the “Reg. #” matches the license number on contract

  • There may be multiple companies the salesperson is affiliated with

image-20240524-173119.png

If the MD HIS license is not found, the next page will state “No names were found matching your entry” and the NCCO task will need to be rejected and the installer will need to update the salesperson on the contract to a salesperson with a valid MD HIS license

image-20240216-184234.png

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