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Handled by: Software Support Team

When to use this SOP: 

A Use this procedure when a customer or agent is unable to cannot locate or unarchive an existing job or archived a job.

Select the JSON Chrome extension link below if you have not done so before.

Info

JSON Chrome Extension helps to parse the data. Alternatively, the Firefox browser has a built-in extension that will parse the data.

FINDING SITE UUID if customer unable to locate:

...

STEP

ACTION

REFERENCE

1

Gather Required Information

  • Obtain the homeowner’s name and site address from

...

  • the customer.

2

Locate the Site UUID

  • Ensure you are logged in to the Installer’s account or organization as EverBright Admin in the account.

Expand
titleClick to expand
Info

Logging in directly to the org will give better result.

  • result from EverBright, LLC

image-20241107-174344.pngImage Added
  • result from the organization (sample org:

...

...

Add the search criteria to the end of the URL

...

using the information you've gathered.

  • Search by Last Name:

...


  • &contact_last_name=REPLACE_ME

...

  • (

...

  • e.

...

  • g.

...

  • , &contact_last_name=Seabury)

  • Search by First Name:
    &contact_first_name=REPLACE_ME

...

  • (

...

  • e.

...

  • g.

...

  • , &contact_first_name=Zach)

  • Search by Street Address

...

  • :
    &address_line_1=REPLACE_ME

...

  • (

...

  • e.

...

  • g.

...

  • , &address_line_1=555%20Magnolia%20St)

...

Replace spaces with %20

  • Search by City Name:
    &city_name=REPLACE_ME

...

  • (

...

  • e.

...

  • g.

...

  • , &city_name=Miami)

...

  • Combine search parameters if needed by appending them to the

...

  • URL. If

...

  • partial data is available, use _contains for flexible searches (e.g., &city_name_contains=Juno

...

Use the following steps to unarchive the project

...

Once the UUID has been retrieved, copy it to the clipboard.

...

  • ).

3

Retrieve and Copy the UUID

  • Once you find the required job, copy the UUID to your clipboard

Expand
titleClick to expand

image-20241107-183038.pngImage Added

Expand
titleSample view
image-20241105-154104.pngImage Added

4

Select the down chevron in the

...

top-right corner and

...

click Return to User

...

.

Expand
titleClick to expand

image-20241107-164447.pngImage Added

5

Navigate to the Settings page (

...

cogwheel icon)

...

Select Support Tools (far left at the bottom)

Expand
titleClick to expand

image-20241107-164916.pngImage Added

6

Choose Support Tools from the menu on the left (bottom of the list).

Expand
titleClick to expand

image-20241107-165214.pngImage Added

7

Select the appropriate Object Type (Site, Project, or Quote).

Be sure the UUID matches the option you seek.

...

Expand
titleClick to expand

image-20241107-165510.pngImage Added

8

Paste the UUID into the search field.

...

Select Search

9

Click Search and then select Unarchive.

Expand
titleClick to expand
image-20241107-173131.pngImage Added

The image below is an example if the site is not archived. It will give an option to “Unarchive” if this has been deleted or removed from the pipeline.

image-20241105-163628.pngImage Added

Note
  • If you

...

  • encounter the error, “Unable to archive since an address already exists at this site”

...

  • :

    1. Confirm with the customer

...

    1. if the current active job at the address needs to be archived

...

    1. to proceed.

    2. Once confirmed, archive the active job

...

    1. .

    2. Retry unarchiving the requested

...

    1. job.