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CED Direct Pay Workflows
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What to do if an installer is seeking extension for a Milestone
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How to check Milestone Payment Information, Payments Reporting
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Change Orders
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New Change Order Task
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System Details Work Order
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How to Upload a Project Sunroof Shade Study to Operations
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Removing Uploaded Documents Containing PII in Ops Phase
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Setting up PPA monitoring in Enphase and SolarEdge
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Setting up system monitoring - RIC customers
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Granting Access to PPA and RIC Monitoring Data for Enphase, SolarEdge, and Tigo
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Cancellation due to breach of contract
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Utility Bill Upload at M1
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Illinois Adjustable Block Program (ABP)
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Agreement Restore Process
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Deal Processing Requests and Turnaround Time
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California Interconnection Agreement Task
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Greyed Out Phase - Operations Phase
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Monitoring Setup Guidance
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New "Task" Update for PPA's in (VA) & (PA)
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Equipment Installed on the Wrong Meter
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Trust & Verify - Pilot Program (Early Pay Program)
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Common Errors and Blocks
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Installer Reporting Feature
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Support - Product Points of Contact + Bug Assignment
Spanish Launch Installer Support
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Blank HIC Request
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Testing in Onboard
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How to view financing products available to an installer
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Processing a Connecticut (CT) HIS Entry Ticket
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Code of conduct - Attestation
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Credit Application Status
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Adjusting Address Pin Manually
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Reporting Tool (Engine)
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How do I look up an existing lead or search jobs?
EverBright Platform Tools/Integrations
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IL SREC Calculation - Deal Walkthrough
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DLs and Shared Mailboxes (Outlook)
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How do I know which pricing is active on partner account?
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Copy of EverBright Contract / Ops-Phase Problem Solver
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Troubleshooting Techniques - Pull Job
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EverBright Jira Users (Internal Use Only)
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EverBright Internal Training
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Interconnection Agreement Handling
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How to handle Block/Unblock Engine Users Requests
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Create Training Tickets
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Using the DAL to Troubleshoot Support Issues
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Acronyms, Anacronyms, Abbreviations, Solar & EverBright Terms
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Elevating a chat or phone call to email (CRM Lite)
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Local Tax Documentation Request
A&A DRAFTING PROCESS (INTERNAL USE ONLY)
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Operations Phase
Operations Phase
Deanna Collia
Owned by
Deanna Collia
Last updated:
Mar 09, 2023
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