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Background: A contract holder, homeowner, or an authorized representative acting on behalf of the contract holder may reach out to our support team via phone, chat, or email for assistance with their system operations.

The types of inquiries we handle include, but are not limited to:

  • Accessing their system monitoring platform

  • Viewing their system monitoring data

  • Requesting maintenance or repairs

  • Reporting system damages

  • Addressing system outages

WE DO NOT PROVIDE PANEL CLEANING AS PART OF OUR MAINTENANCE SERVICES

Our goal is to provide clear, professional support for any issues related to system functionality and upkeep.

Table of Contents:

Process

Before starting this process make sure that the Customer Authentication Policy Process has been completed

Step

Action/Event

1

  • Agent must determine if the job is M3 approved or not

IF M3 Not Approved:

IF M3 Approved:

2

  • Reply to the customer:

“Based on the current status of your job in our system, the final milestone has not yet been completed, and system production monitoring is currently unavailable. For further assistance, please contact your installer directly”

  • Provide the Installer’s Contact information

  • Enter Disposition Notes and Stop

What is the Concern About:

For Personal Property Damage Claims refer to the following article (Click Here)

System Production/Monitoring Issues

Step

Action

1

  • Identify if the problem with the monitoring information or system production information is coming from the “MyEverbright” Portal or the “Manufacturer” Site

If it is with “MyEverbright”:

Go to Step 2

If it is with the Manufacturer Site:

Go to Step 3

2

image-20240906-184507.png

  • Look up for the customer by typing the Homeowner’s Name in the Search Box

Once you type the name the screen will show up different results, so make sure to access the one with the correct contact information on record

image-20240906-184729.pngimage-20240906-185220.png

  • Click on “Impersonate”

This will allow you to view the system from the customer’s perspective.

image-20240906-185507.png

Now you can ask the customer to please log into their MyEverbright Portal and once in there follow the next steps:

  • Click on “System”

image-20240906-185830.png

  • Once in there the customer will be able to visualize the following:

  • Current Power

  • Today’s KWh

  • Current Month’s KWh

image-20240906-190309.png

  • They can also check for:

  • Inverter Name/Type

  • Capacity

  • Their Battery Storage Capacity (If Applicable)

image-20240906-190717.png

  • If the customer would like to check for the monitoring information by Date they can set the filters accordingly (This will be useful to understand if the system has been producing properly and constantly)

They can filter By Date and Set the view based on Day/Week/Month/Year

image-20240906-190945.png

  • Based on the information reflected here; the agent will evaluate if the system has been or is producing correctly or not

This might generate questions from the customer such as:

  • If the system is producing why are we still receiving high utility Bills

  • If system is producing why I am not noticing significant savings?

  • If my system is not producing correctly what should I do next?

  • If the customer still have concerns about System Production/Monitoring

  • Go to Step 3

3

If the Concern is within the Manufacturer Site, Then:

  • Check for the type of inverter the customer has

  • Log into Engine

  • Navigate to “Project” Phase

    image-20240528-220246.png

  • Ensure the Correct project is selected

(If multiple contracts appear, select the one with the latest date signed)

image-20240528-220524.png

  • Locate the array and then look for the Inverter section . This will show up the Manufacturer Name

    image-20240906-194142.png

  • Provide the Manufacturer’s Contact information to the customer and Warm transfer to the appropriate company if available

Enphase:

Additional questions that may be asked by Enphase:

1.Who is the host? (EverBright)

2.Homeowner Name

3.Homeowner Email Address

SolarEdge

  • 1-510-498-3200

  • Hours of operation: 05:00am-05:00pm PST

  • Website: (Click Here)

  • Advise Enphase/SolarEdge that the customer is in need of assistance accessing their system monitoring.

  • Remain on the line until Enphase/SolarEdge states it is OK to release.

  • For PPAs, since EverBright is the owner of the system, Enphase/SolarEdge agent will ask if EverBright is authorizing the “customer” to obtain system monitoring information. EverBright agent will grant permission for the customer.

Frequent Utility Bill Related Questions:

If the system is producing why are we still receiving high utility Bills?

“After reviewing your contract and system monitoring data, we confirm that your system is producing as expected. However, if you are still receiving high utility bills, we recommend contacting your utility company to verify if your energy consumption exceeds the amount your system is designed to produce.

While we can monitor the energy production of your system, we do not have visibility into your daily energy consumption. Therefore, it’s important to review your energy usage with your utility provider to better understand any discrepancies in your bills.

If you need further assistance or have any other questions, please feel free to reach out to us”

If the customer still complaining about the utility bill going high because of us:

  • 1. Ask the customer to please send an email to support@myeverbright.com including their Utility Bill

  • 2. Notate the Customer’s Account in SF with a note stating that we are waiting for a utility bill coming from this customer

If system is producing why I am not noticing significant savings?

“Thank you for reaching out. After reviewing your contract and system performance, we can confirm that your system is functioning as expected. If you’re not yet seeing significant savings compared to your previous utility bills, it may be a bit early to fully evaluate your savings.

We typically recommend waiting at least 12 months before conducting a thorough savings analysis. This timeframe accounts for seasonal variations, changes in climate, and fluctuations in energy usage throughout the year. This approach provides a more accurate comparison based on a full year's worth of data from your utility company.

However, this does not mean that you won’t see savings before that period. If your energy consumption is lower than the energy your system produces, you should begin to notice savings in the coming months. Many utilities also offer energy dashboards that can help you monitor your actual usage and related costs.

If you have any additional questions or need further assistance, please feel free to contact us. We’re here to support you and ensure you get the most from your solar system.”

If my system is not producing correctly what should I do next?

IF PPA

“After reviewing your contract and system monitoring data, we have identified that your system is currently producing less energy than expected.

We will connect you with our Service Department. They will conduct a thorough review of your system to determine if there are any underlying issues affecting its performance.

Our goal is to ensure that your system operates efficiently and meets your expectations. If you need further assistance or have any other questions, please don’t hesitate to get in touch with us.”

IF RIC

“After reviewing your contract and system monitoring data, we have identified that your system is currently producing less energy than expected.

Please contact your installer or the manufacturer of your inverter to discuss the underproduction issue.

Our goal is to ensure that your system operates efficiently and meets your expectations. If you need further assistance or have any other questions, please don’t hesitate to get in touch with us.”

BEAM

“After reviewing your contract and system monitoring data, we have identified that your system is currently producing less energy than expected.

We recommend reaching out to your installer or the manufacturer of your inverter to address any potential system issues.

Our goal is to ensure that your system operates efficiently and meets your expectations. If you need further assistance or have any other questions, please don’t hesitate to get in touch with us.”

If they don't know their installer we will need to make a case and speak with risk@greentechrenewables.com so the installer can reach out to the homeowner

NOTE: This Email CANNOT be provided to the Customer. This is not customer Facing

Maintenance/System Repairs/System Outage:

WE DO NOT PROVIDE CLEANING AS PART OF OUR MAINTENANCE SERVICES

For Personal Property Damage Claims refer to the following article (Click Here)

Step

Action

1

  • If the customer is NOT located in California

Go to Step 2

  • If the Customer is Located in California but they are NOT complaining about the Battery Status

Go to Step 2

  • If the Customer Is Located in California and is complaining about the Battery Status

  • Verify if the customer is part of the VPP Program and may be experiencing an event (Click Here)

2

If the Job is RIC:

  • Advise customer to refer the contract

“For system maintenance or production issues, please refer to your contract package for details about your manufacturer and installer warranties”

If the Job Is PPA:

IF PPA:

  • Refer the customer with our Service Department (Omnidian)

  • Provide our Service Department’s information and warm transfer to them (If it is a phone call)

  • Provide our Service Departments Information (If it is a Chat or Email)

NOTE:

  • Omnidian will facilitate communication between the homeowner and the installer.

  • If the customer states that they have already spoken with Omnidian, or Omnidian transfers them to us, we must (As part of the O&M process) create a SalesForce case with the O&M team to troubleshoot further

3

Enter Disposition Notes and Stop

How to handle complaints related with Omnidian Being Unresponsive:

We could receive complaints coming from Homeowners stating that they have an existing escalation or work in progress with our Service Department (Omnidian) but they havent heard any new update from them since long time ago, so Support should follow the next step:

Step

Action

  • Check if there is an Open Case related to this concern

IF YES

  • verify if there is any new update and provide it to the homeowner

  • If there is NO Update then; check if its been more than 48 hrs since the case was created or latest update

  • Follow the O&M Escalation Process

IF NOT

Related Article

https://goeverbright.atlassian.net/wiki/x/BgDiuQ

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