Background: HIS Licenses (Home Improvement Salesperson) licenses are required in certain states for sales representatives to legally contract solar projects. It is essential to verify that these licenses are accurate and properly reflected in our contracts.

Table of Content:

How to Verify the status of the HIS Number and License

Steps	Action

Steps	Action
1	Access The CSLB (Contractors State License Board) Site	(Click Here)
2	Click on “HIS Number”
3	Type the HIS number in the “Contractor License” Field
4	Then Click “Search” and the system will show you the current HIS status

How to Update the HIS number in Engine

Steps	Action

Steps	Action
1	Guide the Sales Representative acces the job in Engine, and click on the Settings Option located on the upper right corner
2	Click on Edit
3	Then you should be able to edit or add your HIS State License by selecting the State and the Number
4	Finally Click on Save

California - (Change Orders (HCO/NCCO/ICO) - HIS rejections

There may be cases where a Sales Representative contacts us, stating that a task in Engine was rejected due to an issue with their HIS number.

Usually, the Sales Rep will mention that the HIS number has been updated or is correct. In these situations, agents typically check the number to verify if it is active.

The issue, however, is that at least for California, we need to confirm not only that the HIS status is active but also additional important points:

Steps	Action

Steps	Action
1	Access the Job in Engine then go to the Milestone Feed and locate the rejection note
2	Access The CSLB (Contractors State License Board) Site. (Click Here)
3	Click on “HIS Number”
4	Type the HIS number in the “Contractor License” Field
5	Then Click “Search” and confirm if the HIS status is Active or not
6	Then, Agent must check the following:
	HIS and CSLB number Matches the CSCPG Document

	Homeowner Initials within the CSCPG Document

	Validate License Effective Date

	Company Name Verification

	Employment Information
	If by checking the HIS number within the CSLB portal you encounter the following status under the “Employment Information” The task will be rejected and it cannot proceed
If after verifying all this information, everything is correct and matches you must advice the Sales Rep to send the Milestone back again for approval

Processing a Connecticut (CT) HIS Entry Ticket

In Connecticut, we are required to have our own Home Improvement Contractor’s License, and this license must be connected to our Sales Reps HIS License. As a result, a new form has been created so that we can request this HIS License to be added from there instead of making changes anywhere else.

ONLY Agents are allowed to access this platform to submit a new HIS request.

Sales Representative or Installers CANNOT add themselves via this CT Portal

Step	Action

Step	Action
1	Access the following Link: (Click Here) Username: EverBright Password: Everbright1! Click Log In
2	Scroll Down and Click on “Supervision Authorization”
3	Click on “Start” Then click on “Add”
4	Enter the Sales Rep’s Name and Click Submit
5	Click on “Detail” Then; Verify if the HIS License Status is Active and has an Expiration date in the future
6	If the License Number is “ACTIVE”
	Close the Pop-pop box and click “Add” Then Change the “Status” to “Active” and Choose Today’s date Below Finally, Click on “Close and Save”
	If License Number is “INACTIVE” or “LAPSED”
	Reject the ticket and notify the installer that the sales representative does not have an active HIS License to link

Repeat these steps as necessary. Once all reps have been added, click “Finish” and Stop

If a Sales Representative or Installer is requesting you to add multiple HIS for different users within their organization ; You can help them by submitting the request on their behalf through this CT Platform

You can also suggest them to submit their own CT HIS requests through the Account Update Settings in Engine (EverBright ) by selecting the form named as “Link Your CT HIS License”

If they submit it by themselves this will generate a request through Email with the SS Support Team and they will be required to follow the same steps here to add them through the CT Portal

Maryland - (HIS Validation):

Step	Action

Step	Action
1	For all Maryland projects (EverOwn and PPA), the Salesperson and HIS number will be listed under “Salesperson” section within the Customer Name and Address segment on Page 2 of the Agreement
2	Visit the State of Maryland (MD) License Lookup	(Click Here)
3	Under Last Name, enter the last name of the Salesperson on contract and click “Search”
4	The next page will open, showing the results of the MD HIS license search If the MD HIS license is found, this means the license number is “active” as the search does not show inactive licenses Confirm the name on the license matches the salesperson’s name on contract Confirm the “Reg. #” matches the license number on contract There may be multiple companies the salesperson is affiliated with If the MD HIS license is not found, the next page will state “No names were found matching your entry” and the NCCO task will need to be rejected and the installer will need to update the salesperson on the contract to a salesperson with a valid MD HIS license

Verifying HIS Licenses and Numbers

Table of Content:

How to Verify the status of the HIS Number and License

1

2

3

4

How to Update the HIS number in Engine

1

2

3

4

California - (Change Orders (HCO/NCCO/ICO) - HIS rejections

1

2

3

4

5

6

HIS and CSLB number Matches the CSCPG Document

Homeowner Initials within the CSCPG Document

Validate License Effective Date

Company Name Verification

Employment Information

Processing a Connecticut (CT) HIS Entry Ticket

1

2

3

4

5

6

If the License Number is “ACTIVE”

If License Number is “INACTIVE” or “LAPSED”

Maryland - (HIS Validation):

1

2

3

4

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