November 2nd Price Change / No Cost Change Order

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.

Link to notification: https://20686953.fs1.hubspotusercontent-na1.net/hubfs/20686953/EverBright/Pricing Change FAQs 11-2-22.pdf?utm_medium=email&_hsmi=231648084&_hsenc=p2ANqtz-8Yv5Bbd_o3XLfA6RNNzTK6bVBgoC_TlqV3A_6vm3FqyqBW5j2smlEpFEFSA2yPNCz1BU1sJ2Vf4pHXixv9brLC1SavskhXEL3HJ8RpuASH8LIwg4M&utm_content=231648084&utm_source=hs_email

Table of Contents

Questions regarding pricing changes

• 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

• 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

Change orders after M1 approval

• 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)

• If pricing is affected (installation or homeowner pricing)

  • The installer must requote the job to use the change order

No cost change order (NCCO)

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

• adding a co-applicant to the contract (if the original contract doesn't include an individual who's on title for the property)

• 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

1. Navigate to Operations phase, go to the current milestone (M1 or M2) and
   click on the “NCCO” task. Then click the Generate button on the right side.

   

2. The “Generate Re-sign Contract” modal will open. Click on the Generate button to send the revised
   contract to your customers for their signatures

   

Requoting a job (post M1)

If a change order is needed for the amount financed, follow these steps:

1. Navigate to the Quote phase

2. Click on the “stacked 3 dot” icon next to the
   signed quote and select “Re-Quote” to regenerate the quote.

   

3. You will see options to re-quote with the original pricing (“use expired pricing”) or new
   pricing (“use current pricing”).

   

4. Select “Use expired pricing” and create the new quote

5. Go to the Operations phase and the M2 workflow, select the new quote that was
   generated to use in the change order. Note: Because this quote has expired, it cannot
   be used in a new contract.