Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

...

...

...

CALL FLOW SEQUENCE AND HANDLING - Call

Table of Contents
minLevel1
maxLevel7

Action: Homeowner calls into the Homeowner Support Line (877-425-5201)

Support assembles pertinent information in real time and transfers call to Account Servicing.

 

o   Full Name

o   Contract ID (Located on initial welcome letter) - optional

o   System address

o   Brief Description of the problem

o   Email and phone number are optional

                             

CALL FLOW SEQUENCE AND HANDLING - Email                              

Action: Homeowner’s email to homeownersupport@goeverbright.com automatically creates a JIRA Ticket in EverBright Homeowner Support Project

  1. Support assembles the following information:

o   Full Name

o   Contract ID (Located on initial welcome letter) - optional

o   System address

o   Brief Description of the problem

o   Email and phone number are optional

2. Support sends initial response to homeowner with canned response “H/O transferred to Account Servicing”

3. Change reporter to SolarCustomerSupport@accountservicing.com, select “reply to customer” and include all information assembled in step one (1) above

4. Account Servicing will reach out to the Homeowner to address the request

5. Support will request confirmation that contact is made and will keep checking on the status periodically for resolution

6. Ticket can only be closed if there is confirmation that contact from the third party was successful and the process is complete

 

CALL FLOW SEQUENCE AND HANDLING - Voicemail

Action: Homeowner calls the support line and leaves a message in Homeowner Support’s Voicemail which automatically creates a JIRA Ticket in EverBright Homeowner Support Project

...

Background:

A contract holder, homeowner, or an authorized person on behalf of the contract holder may contact support through a phone call, chat, or email requesting to opt out of AutoPay/ACH payments from Account Servicing.

Process Overview

Step

Action

1

2

How is the request being received?

  • Customer on the phone

  • Email

Info

Customer’s email automatically creates a EBH JIRA Ticket

  • Proceed to Step 3

  • Voicemail

  • Proceed to Step 3

3

  1. Support assembles the following information:

 

...

  • Full Name

...

  • Contract ID (Located on initial welcome letter) - optional

...

  • System address

...

  • Brief Description of the problem

...

  • Email and phone number

...

  • - optional

 

...

  1. Send initial response to homeowner with canned response

...

  1. : “H/O transferred to Account

...

  1. Servicing

...

  1. Change reporter to SolarCustomerSupport@accountservicing.com, select “reply to customer” and include all information assembled in step one (1) above

...

Info
  • Account Servicing will reach out to the Homeowner to address the request

...

  • Support will request confirmation that contact is made and will keep checking on the status periodically for resolution

...

  • Ticket can only be closed if there is confirmation that contact from the third party was successful and the process is complete