Background: On October 28th, emails were sent out informing customers that EverBright prices would be changing November 2nd. Account Managers were informed of the specific pricing changes for their organizations.
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If customers reach out to support and have questions regarding pricing changes, they should reach out to their org admin (if the request came from a non-org admin) or their Account Manager (if request came from an org admin) for specifics.
If a customer expresses dissatisfaction about the updated pricing, send the following slack to #everbright-sales and tag the account manager:
FYI only - [customer name] with [organization] expressed dissatisfaction over price increase [enter their quote here]. Ticket is addressed but wanted you to be aware.
Before M1 approval
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Even though extensions will not be granted in M1, support will still forward requests to Deal Processing for final approval/denial |
The contract must be signed by 11/8 or the quote will expire, and they will need to generate a new contract using the new pricing
Only one person needs to sign the contract in order for it to be valid (installer, HO, or salesperson)
If the contract is generated and there are no signatures by the deadline, it will be Void
M1 must be completed before the deadline - No M1 extensions will be given
If M1 deadline is passed, the project must be requoted using new pricing
If a change order is required during M1
If the change does not affect pricing (i.e. name or address change)
The installer has the option to do a no cost change order (NCCO)
During an NCCO, the homeowner will also have the opportunity to update their preference for ACH payment withdraws
If pricing is affected (installation or homeowner pricing)
The workflow must be cancelled, new quote generated with Nov 2nd pricing and new contract signed
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An NCCO can be used to update a customer’s contact information (name, address) or ACH payment preference without the need to cancel the contract
As of now, these are the only items that can be updated with an NCCO:
spelling of name(s) on contract
address update (i.e., unit number needs to be added, spelling of street name is wrong, etc.)
Salesperson's HIS registration # needs to be updated
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The NCCO cannot be used to update an email address. If the email address is incorrect, the workflow needs to be cancelled, email address updated, and contract regenerated |
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The RIC assignment form is now part of the initial contract signing. Therefore, when a no cost change order (NCCO) is signed by the homeowner, the installer will need to complete a new RIC assignment form as a subtask. |
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