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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

• 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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• 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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