De-archive Request SOP

Gather Required Information

• Obtain the homeowner’s name and site address from the customer.

Locate the Site UUID

• Ensure you are logged in to the Installer’s account or organization as EverBright Admin in the account.

Click to expand

Logging in directly to the org will give better result.

• result from EverBright, LLC

Open

• result from the organization (sample org: Solar Pros)

Open

• Use the following base URL to start the search:

  Copy code

  https://engine.goeverbright.com/api/data/quote/?metrics=project_id,site_id,quote_id,site_archived,quote_archived,project_archived,project_name,product_name,quote_number,contact_name_1,address_line_1,address_line_2&contact_last_name=Woods

Add the search criteria to the end of the URL using the information you've gathered.

• Search by Last Name:
  &contact_last_name=REPLACE_ME (e.g., &contact_last_name=Seabury)

• Search by First Name:
  &contact_first_name=REPLACE_ME (e.g., &contact_first_name=Zach)

• Search by Street Address:
  &address_line_1=REPLACE_ME (e.g., &address_line_1=555%20Magnolia%20St)

• Search by City Name:
  &city_name=REPLACE_ME (e.g., &city_name=Miami)

• Combine search parameters if needed by appending them to the URL. If partial data is available, use _contains for flexible searches (e.g., &city_name_contains=Juno).

Retrieve and Copy the UUID

• Once you find the required job, copy the UUID to your clipboard

Select the down chevron in the top-right corner and click Return to User.

Navigate to the Settings page (cogwheel icon)

Choose Support Tools from the menu on the left (bottom of the list).

Select the appropriate Object Type (Site, Project, or Quote).

Paste the UUID into the search field.

Click Search and then select Unarchive.