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Background: Support Agents may encounter inquiries from homeowners regarding high utility bills or savings-related concerns.

This document serves as a guide for effectively troubleshooting these inquiries. It outlines the primary reasons behind savings-related questions and assists agents in navigating the troubleshooting process. Additionally, it emphasizes the importance of utilizing all available resources to provide homeowners with clear explanations about solar production and consumption.

It is essential for Front-Line Agents to assist customers by first identifying potential root causes before offering a response or resolution to the homeowner's concern.

  • Once the cause is determined, inquiries should be addressed according to the following Check-List Procedure.

Please remember that when we receive customer inquiries about high utility bills or savings concerns, it’s essential to understand the situation by considering both the customer’s information and our system data.

  • Identifying common triggers and knowing how to use the available tools and resources are vital for effectively assisting customers.


With that being said; We’ll start this article by providing the following introductory guidance:

 UNDERSTANDING COMMON CAUSES:

Understanding Common Triggers:

Inquiries related to solar savings typically arise from a few common triggers. By recognizing these triggers, agents can more accurately identify the issues and communicate solutions to homeowners.

The following information is intended as guidance for identifying common triggers. It should NOT be used as a script to read to homeowners.

  • Instead, use it to understand the triggers before following the checklist procedure (which will help you explain the process to assist the customer more effectively)

Topic

Description

Utility Bill/Utility Costs

Homeowners may not understand why they are still receiving utility bills despite having solar

  • Solar Systems do reduce bills significantly, but they do not always eliminate them completely, especially if the household consumption exceeds what the system is producing. For instance; during peak hours, if family uses a lot of electricity this increases usage from the grid which results in higher bills

Energy Efficiency

Increased energy usage due to the misconception that solar energy is free, along with a lack of energy-efficient appliances and practices

  • While solar system is producing energy, the increased use of non-energy efficient appliances can still lead to higher bills, for instance, continously running an inefficient air conditioner can use more energy than your system produces. upgrading to energy-efficient models could maximize savings

Change in Energy Habits or Needs

Changes in household energy consumption, such as adding new appliances or more people in the home during certain periods

  • Energy usage could significantly increases due to additional appliances or more people in home, such as during summer months when kids are home and using more electricity

Maintenance Neglect

Issues like dusty or soiled panels affecting energy production

  • Regular maintenance of solar panels is essential. sometimes the panels might be dirty, which can obstruct performance. Cleaning them could greatly improve the system’s efficiency and increase savings

NOTE: Please remember that we DO NOT provide cleaning as part of our maintenance Services

Timing of Energy Use

Using energy during peak utility rate times or when the sun is not shining

  • Using energy-intensive appliances like washing machines and dishwashers during the night or peak rate periods can affect your utility bill. Running these appliances during the day (when the solar system is producing energy) could increase savings

Seasonal Fluctuations

Seasonal weather variations affecting solar production and savings

  • Seasonal changes can influence solar production. For instance; during rainy or cloudy months the solar system will produce less energy, leading to higher utility bills. Similarly; Hot summer days can increase the energy demand, especially for cooling

Net Metering Billing Structures

Lack of understanding of the credits received for the excess electricity sent to the grid

  • (If Applicable) Net metering allows to earn credits for the excess energy the system sends back to the grid. However in some areas these credits are reconciled annually. This means that we might not see immediate savings but will benefit over the year

System Performance Issues

Underperformance due to technical problems or panels covered by fragments/waste/debris

  • System’s production could be below optimal levels due to issues like shading or debris, this is why ensuring that panels are free from obstructions can help restore expected performance

NOTE: Please remember that we DO NOT provide cleaning as part of our maintenance Services

Participation in Virtual Power Plant (VPP) Programs

Using more Power from the grid during VPP events if the battery does not reacharge adequately

  • During VPP events, batteries may drain more quickly, leading to increased energy use from the grid. While this can temporarily raise bills, participating in a VPP program allows us to earn credits that will help offset these costs in the future.

Equipment Installation on the Wrong Meter

Discrepancies in Energy usage and savings if the system is connected to the wrong meter

  • If the solar system is connected to the incorrect meter, this may explain discrepancies in the utility bills. In such cases, Support can arrange for a technician to assess and resolve the issue.

CT (Current Transformer) Installation Issues

Missing or Incorrectly installed CT clamps can result in inaccurate energy usage data

  • System’s monitoring data could seems inconsistent due to a m issing or incorrectly installed CT clamp, Which can reflect accurate energy tracking


If you understand the Introductory Guidance, you can proceed with the Checklist Procedure below:

 CHECKLIST PROCEDURE

Checklist Procedure:

Step

Action

1

  • Customer Will Contact Support Regarding a Savings-Related Issue

  • Support Agent will verify the customer’s information through SalesForce by following the “Authentication Policy

Once Authenticated listen carefully to the Homeowner’s concern and take notes about it

2

  • After properly authenticating and understanding the homeowner's concern, let the customer know that you are happy to assist with this matter.

Please ask the customer time on hold while you check their system and account information.

3

  • Check if there is an Open case related to the Homeowner’s Concern

  • IF YES:

    • Review the updated information carefully.

    • Inform the customer about the latest update.

    • If the customer is satisfied with the update, no further action is needed.

    • If the customer is not satisfied:

      • Tag the case owner in the case “Feed.”

      • Ask the case owner to contact the customer for additional details.

      • Let the customer know that an internal request has been submitted and they should be expecting a call back from the case owner during the next 24-48 hours

  • IF NOT:

    • Go to step 4

4

  • Has the homeowner reached the In service Date?

IF YES:

  • Go to Step 5

IF NOT:

  • Let the customer know that they need to wait until their system is activated before seeing savings. It's important to consider seasonal changes, climate variations, and energy usage fluctuations throughout the year, as these factors will give a more accurate comparison based on a full year of data from the utility company.

    However, they may start seeing savings before that full year. If the energy consumption is lower than what their system produces, they should notice savings in the coming months

5

  • Is the system running correctly and communicating the production to us?

IF YES:

  • Go to Step 6

IF NOT:

  • This may be the reason why the customer has a high utility bill

IF PPA:

Review M3 Approval Date:

Less than 30 days:

  • Refer the customer to their installer

  • If the customer is stating that the installer has been unresponsive follow the Unresponsive Installer SOP

Up to 30 days:

IF RIC:

  • Refer the customer to their contract package for details about their manufacturer and Installer waranties

    • However: You can still help the customer by educating them with additional Production/Cost Savings-related information (Go to Step 6)

6

  • Does the customer have a battery?

IF YES:

  • Check the Customer manufacturer’s profile

    • SolarEdge (Click Here)

    • Enphase (Click Here)

Is the profile correct?

  • If Yes: Go to Step 7

  • If Not: Is the customer’s profile programmed differently because they are in a VPP?

    • YES: Take note that the customer is taking part in a VPP program and starting a few months after the program concludes they will receive a credit on their Everbright bill for participating, then go to Step 7

    • NO: Escalate to Tier 2 to update their battery profile by following the Escalation SOP

      • Go back with the customer and let them know that we will create an internal case to help them setting up the currect battery profile and address the high utility bill concern too (Ask the customer to please send us the supporting Utility Bill Document at (support@myeverbright.com)

IF NOT:

  • Go to Step 7

7

  • Is the customer in California?

IF YES:

  • Are they NEM 3.0?

  • NO: Go to Step 8

  • YES: Customer may not have been informed how the tariff or their net meter works

    • So lets go back with the customer and educate them:

      • Instead of a 1 to 1 ratio of receiving the rate they pay for the energy they export, it is a variable and different hour by hour and day by day

      • If the customer only has solar, they may be exporting more energy than they can use, and then paying more during their time of use window

      • We Understand that is frustrating, we recommend having a battery to store energy to use in that time of use window

IF NOT:

Go to Step 8

8

  • Has it been a full year of them using solar power?

IF YES:

  • Explain to the customer that we will require some help to fully understand their situation

  • Then; Ask if they could send us their utility bill to investigate at (Support@myeverbright.com) and that we will give them a call back once we know more

  • Elevate to a Tier 2 by following the “Escalation SOP

  • Stop

IF NOT:

  • Go back with the customer and inform them based on the following talking points:

 TALKING POINTS
  • System is functioning as expected. however 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,

    • For example, during the winter months when there are fewer hours of daylight or on cloudy days, your solar panels may not produce enough to cover your daily use.

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.

  • You may also increase your typical energy use without realizing it. This could be from something like adding an EV, working from home more or not being conservative with your energy use because you have solar panels. This change could mean you need to use more energy from your utility provider. Keep in mind, the same energy efficiency steps you may have taken before going solar are still needed today. This includes ensuring you have energy efficient lights and appliances, turning off lights and electronics when you’re not using them and raising your A/C or lowering your heater by a few degrees. 

  • Most utilities have a customer charge, or needed smallest bill, as well as related applicable taxes that you need to pay even if you don’t use electricity from your utility. You should talk to your utility about this charge, but this covers some of the costs of keeping power lines or other services that you may need if you can’t fully power your home with solar.  

  • Is the customer satisfied with the education and response?

IF NOT:

  • Explain to the customer that we will require some help to fully understand their situation

  • Then; Ask if they could send us their utility bill to investigate at (Support@myeverbright.com) and that we will give them a call back once we know more

  • Elevate to a Tier to by following the “Escalation SOP

IF YES:

  • Stop


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