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Refer the Trainee to the following SOPs
Account Update Form Tickets
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Use your personal information to complete the form
Enter “SunnyDaeTraining@dubbs.me“ as your email address so email doesn’t end up someplace real.
Use “Sunny Dae Training” as the Company Name
The CS ticket will auto-close as Won’t Do when “Sunny Dae Training” is set as the Component in the CS ticket
Get any needed upload files from: Need a file location everyone can access
On the last page of the form, when asked if there is anything else to add, always enter, “none”.
Financing Form Options https://form.jotform.com/220683412008346
Select
Non-integrated financing
Other Financier
Bake in Dealer Fees
Don’t select an incentive
Name of Financing Company
Sunny Dae Financing
Product / Type
Loan
Simple Loan
Term / Rate / Dealer Fees
Enter “See Rate Sheet”
No promotional period
Upload the “Sunny Dae Financing Rates and Guidelines.pdf” file
Use your email for the Account Manager email
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Select
Add new incentive
Add Rebate
Use the URL: “www.StateRebate.com”
Operations Products Form Options
Select “Update a Few Tasks…”
Put some information into the Workflow grid
Select “No thank you…”
Equipment Form Options
equipment -> Equipment Form
Equipment Form Options
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https://form.jotform.com/220682484562359
There are 2 possibilities for Equipment Forms
The equipment requested is new to our database
The equipment requested already exists in our database
For a new PV module ticket
Select “Module“
Upload “CS-HiKuBlack_CS9N-MS_v2.9C25_F23_J4_NA-1.pdf“
Enter “CS9N-600MS”
Select “No“
For an existing PV module ticket
Select “Module“
Upload “CS-HiKuBlack_CS3N-MS_v2.9C25_F23_J4_NA-1.pdf“
Enter “CS3N-390MS”
Select “No“
Document Form Options https://form.jotform.com/220682731028351
Would you like to test the document changes on onboard first? | No |
Should this document replace your existing document in EverBright? | Yes, this will replace my existing document |
Should this document be sent out in all cases or does it have specific requirements to be sent out? | Yes, this document will be sent on all my new jobs |
Does this document have completely new formatting or have you made small updates? | This is a completely new format of my document |
Do you want to have manual contractor inputs in your document? | No, I'd like to have everything auto-generated and sent to the property owner first |
Upload your new document | |
I aknowledge that if I added a PDF or a converted .docx file it may take up to 10 business days to complete. | Yes |
Please upload a signed version of your document | |
Please upload a highlighted/commented version of your document | |
Do you have a payment schedule in your document? If so, please explain. | no |
Would you like us to auto-populate adders inside your document? | no |
Would you like us to auto-populate battery and energy efficiency information inside your document? | no |
Confused on how to make your request? Feel free to book a time with one of our experts to help walk you through our Document functionality and how it can best work for your company. | No thank you, I will continue with my request |
Incentive Form Options https://form.jotform.com/220683974160358
Select
Add new incentive
Add Rebate
Copy/paste the URL: “www.StateRebate.com”
Operations Products Form Options https://form.jotform.com/220683256063353
Select “Update a Few Tasks…”
Put some information into the Workflow grid
Select “No thank you…”
Channel Partner Form Options https://form.jotform.com/220683651272354
Account Name “Sunny Knight Guild“
Use your address (or make one up)
Upload “SunnyKnightLogo.png”
Use your name/email for Org Admin
Share Everything? Yes
Use your contract? Yes
Add another partner? No
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